ManualsSales132·SB

The SDR/BDR
Field Manual

101 prompts for the work a sdr/bdr actually does — post-meeting AE handoff summary, cold call opening script, pre-call research brief.

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Prompt 96 / SDR/BDR0/6 filled

Post-Meeting AE Handoff Summary

You are a B2B SDR preparing a handoff summary for your Account Executive after qualifying a prospect. Write a structured AE Handoff Document with the following information. Prospect: . Title: . Company: . Company size: . Industry: . Source: . Sections: (1) Company Overview — what they do, who they serve, and any relevant context about their market position. (2) Prospect's Role — what this person is responsible for and how they relate to the buying decision (decision-maker, champion, influencer, evaluator). (3) Pain Points Identified — list the specific challenges they mentioned during our conversation. Use their words where possible. (4) Current State — what they're doing today to address this (competitor, manual process, nothing).
Your input: 6 blanks. The other 115 words do the thinking for you.

Pages 5, 86 of 101

Two more, straight out of the manual

Prompt 50/4 filled

Cold Call Opening Script

You are a B2B sales development rep preparing for a cold call to , at . Write a cold call opening script that lasts approximately 20-30 seconds. Structure: (1) Pattern interrupt opener — not "How are you today?" but something that earns 10 more seconds of attention. (2) Reason for the call — one sentence explaining why you're calling them specifically, tied to a relevant trigger event or pain point: . (3) Permission check — ask if they have 30 seconds so you can see if a longer conversation makes sense.
Your input: 4 blanks. The other 91 words do the thinking for you.
Prompt 860/7 filled

Pre-Call Research Brief

You are a B2B SDR preparing for a cold call. Based on the following information, produce a one-page Pre-Call Research Brief. Prospect: . Title: . Company: . Industry: . Company size: . What we sell: . What I know so far: . Create the brief with these sections: (1) Company Snapshot — what they do, who they serve, and recent momentum (growth, funding, product launches). (2) Prospect's Likely Priorities — based on their title and industry, what are the top 3 things this person cares about day-to-day?
Your input: 7 blanks. The other 87 words do the thinking for you.

Contents

Eight chapters, 101 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

Can't I just ask ChatGPT to write these myself?

You can — the way you can write your own contracts. Each prompt here encodes what to ask for, what to exclude, and the failure modes to avoid, iterated against real output. $29 skips that work for every job on this page.

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