Sales Development

Using AI Copilot for Outbound

Sales reps waste hours manually researching prospects. Gem-E Copilot automates this process by surfacing company and person signals the moment a call starts or before an email is sent out allowing reps to personalize conversations instantly and improve conversion rates.

 
What’s Inside?
 

Playbook Overview

 

When should you run this playbook?

  • When completing manual tasks in SEP like Outreach and Salesloft where personalization is required 
  • Before making dials in Orum or another calling tool.
  • When researching a prospect’s company before outreach.
 

Who to target?

 

Playbook goal?

 

Responsible teams?

For: SDRs & BDRs that want to streamline prospect research & have warmer conversations.

Start Your Prospecting Session

In CRM

View Gem-E chrome extension on Leads/Contacts in Salesforce and Hubspot.

Gem-E Copilot on Salesforce contacts
Gem-E Copilot in Hubspot

In tools like Outreach, Salesloft, or your dialer like Orum view when completing tasks. For example when a prospect picks up the phone, Gem-E CoPilot surfaces all of their buying signals on both the company and person level via chrome extension.

Gem-E Copilot in Salesloft
Example of a Contact no longer at company in Outreach

Personalize Calls & Emails

Company Signals

  • Use hiring signals: "I noticed your team is hiring in sales and marketing. How are you thinking about scaling pipeline to match this year?"
  • Mention intent signals: "I saw that a few people from your team recently visited our site - curious if you’re looking for AI tools to support your increasing pipeline number?"
  • Leverage competitor insights: "We work with [Competitor Name], who faced similar challenges. Since bringing on UserGems, their team hasn’t missed their number."

Person Signals

  • If the prospect previously used or evaluated your product at another company, highlight it:
    "I saw you were a part of the evaluation of UserGems at your Past Company. How did your team use UserGems there?"
  • If a colleague at their current company is familiar with you, mention them:
    "I noticed [Colleague Name] has used UserGems at Procore. Have you two ever chatted about their experience with us?"

Templates

📧 Email Template:
 Subject: [Company’s] pipeline in 2025

Hey [First Name],

Great chatting today! Given that [Company] is growing its sales team and has been actively researching AI Agents for outbound, I wanted to send over a quick breakdown of how we help teams like [Competitor Name] accelerate pipeline growth.

Here’s a quick case study: [Link]

Would love to continue the conversation—does [Day/Time] work for a deeper dive?

Best,
[Your Name]

🔗 LinkedIn Message:
"Hey [First Name], enjoyed our chat! Given your hiring push in sales & marketing, I think UserGems could be a great fit. Sent over a case study—curious to get your thoughts!"

See Gem-E Copilot in Action

Download the UserGems Chrome Extension here.

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