Intermediate

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.

Key Signals

Gem-E, AI Agent

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.

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.

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!"