GeleeGelee
PricingBlog

AI SDR Intake

Let's configure your agent.

The more detail you share, the closer your AI SDR will sound to you. Takes about 5–8 minutes.

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1

About you

Basic info so we know who we're building for.

2–3 sentences the AI uses as base context.

2

Offer & audience

What you sell, who you sell to, and why you're different.

Product/service, price point, and who it's for.

Title, company size, industry, geography.

Key differentiators, results, case studies, social proof.

Links to your website, landing pages, pitch decks, or docs you want the AI to learn from.

3

Objection playbook

How the AI should handle common pushback. Fill in what applies.

01"Not interested" / "No thanks"

Should the AI try once more, or respect and close?

02"What's the cost?" / "Send me pricing"

Share pricing, deflect to a call, or give a range?

+Any other common objections?

E.g. "we already have a solution," "not the decision-maker," etc.

4

Outreach settings

Tone, CTA, follow-up rules, and guardrails.

What success looks like for this campaign.

Where prospects should land to complete the action.

Guaranteed results, specific ROI, unauthorized discounts, off-limits topics, etc.

Sample conversations, edge cases, preferences.

Your responses are used exclusively to train your AI SDR agent.