Cold Research → First Email Playbook for SaaS SDRs
A practical workflow to go from cold account research → sharp first
email, using only free AI tools.
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AI-enabled sales and analytics workflows that actually ship.
Practical playbooks for SDRs and ops teams: faster research, cleaner CRM handoffs, and fewer “where did this number come from?” meetings.
ChatGPT • Gemini • Copilot playbooksSalesforce + HubSpot workflow layersPower Automate integrations and handoffsAnalytics acceleration (cleaner inputs → better reporting)
Featured workflow
Cold Research → First Email Playbook for SaaS SDRs
Free AI Tools Only
- A repeatable research workflow (no paid AI required)
- Turn messy findings into a crisp first email
- Designed for speed + consistency in outbound
Workflows
Start with a proven playbook. More are coming for Gemini, Copilot, and ChatGPT.
Next up
SDR outbound variations, CRM hygiene workflows, and analytics
acceleration playbooks.
Follow on LinkedIn Custom workflow design & build
For teams that want the same outcomes, tuned to your stack (Salesforce, HubSpot, Power Automate, and your reality).
1
Discovery
Where time leaks, where data breaks, what “done” looks like.
2
Design
Prompts, templates, automation handoffs, guardrails.
3
Build
Implement with your tools; keep it maintainable.
4
Iterate
Measure adoption, fix friction, scale what works.
FAQ
What’s included in the workflow?
A step-by-step process, prompt templates, and guidance to go from research → first email, using free AI tooling.
Does this work with ChatGPT / Gemini / Copilot?
The current product focuses on “free tools only.” Upcoming playbooks will be tailored to ChatGPT, Gemini, and Copilot explicitly.
How do custom engagements work?
We design and build workflows around your stack (CRM + automation + AI tooling). The clean call-to-action is LinkedIn for now.
Refunds?
Purchases are handled via Gumroad; their checkout and policies apply.