SDR playbook
Last updated: June 12, 2026
Use this page when an SDR, BDR, sales development manager, or operator needs a short path through Ergo's prospecting and handoff docs. Some SDR workflows depend on workspace setup, integrations, or automation features; use the visible product controls in your workspace as the source of truth.
What Ergo helps SDRs do
- Prioritize who needs outreach or follow-up without rebuilding context from CRM, email, meetings, and Slack by hand.
- Prepare for discovery calls with recent account context, prior touchpoints, and likely objections.
- Draft reviewable prospect follow-up, no-show follow-up, meeting handoff notes, or weekly follow-up batches when the relevant draft workflow is enabled.
- Ask Ergo which prospects or deals need attention, what happened recently, and what context the AE should know before handoff.
- Keep connected CRM records and follow-up context fresher through configured source capture, field mapping, permissions, and review.
Setup and workflows
Setup first
Workflows to use day to day
- Search across meetings, emails, and documents
- Using deal and meeting context
- Chat with Ergo
- Drafts inbox
- Review/edit AI drafts
- Bulk email drafts
- Go Mode and bulk sending
- Follow-ups panel
- Scheduled agent runs
- Slack monitoring and pre-call context
- Outreach
- Nooks
- Salesfinity
Common issues
- Draft send failures
- Search/reporting has no results
- Google/Microsoft/Slack reconnects
- Slack disconnect/reconnect and stale channel mappings
- Permission or access denied
- Why some meetings do not generate insights or drafts