The AI Sidekick Playbook
How to build an AI that does your team's prospecting grunt work.
A step-by-step guide for SDR leaders to build, roll out and coach with an AI sidekick that takes the 80% of prospecting grunt work off their reps, with no technical skills needed.
About this resource
Most of prospecting is grunt work: research, list building, first drafts. An AI sidekick takes that off your reps so they spend their time on the valuable slice. This playbook explains, in plain English, the difference between a prompt, a Project and an Agent, then walks through a five-step build path that needs no technical skills. It shows what a working sidekick does day to day, how to roll it out so people actually use it, the guardrails that keep it safe, how to use it to coach, and a week-by-week plan for your first 30 days. Ships with the Excel Build and Rollout Kit. Based on the SDR Leaders of USA session with Joseph Shy of Synthesia, hosted by David Wilkins.
What's inside
- What an AI sidekick is, and the grunt work it removes
- Prompt vs Project vs Agent, explained with one kitchen analogy
- A five-step build path with no technical skills required
- What the sidekick does: three modes plus on-demand call prep
- Rolling it out without it dying
- The guardrails that keep it safe and good
- Using it to coach: a floor, not a ceiling
- Seven common mistakes
- A week-by-week first 30 days plan
- Companion Excel Build and Rollout Kit
Built with the people running SDR teams in EMEA, the USA and APAC. Every number and play in here came from members, not vendors.