Things we recommend | Do's

Last updated: October 27, 2026

To help you get the most out of AiSDR, here are some best practices we recommend following when setting up your campaigns:

1. Build a well-blended multichannel sequence

Take advantage of AiSDR’s flexible sequencer by combining relevant touchpoints:

  • Emails

  • LinkedIn steps (connection requests, messages, likes)

  • Memes, voice notes, and AI-generated videos, where they fit your audience

A multichannel approach gives prospects more than one opportunity to notice and respond to your outreach, especially in competitive industries.

2. Experiment with multiple personas and messaging angles

If you're running several campaigns, don't rely on the same messaging for every audience.

Test 2–3 focused variations with different value propositions, use cases, or tones. Create a separate persona for each distinct approach, then compare which audiences and messages generate the most relevant conversations.

3. Describe your audience clearly and use AI-powered lead search

Start with a clear description of who you want to reach: the person's role or responsibilities, company characteristics, geography, and any buying signals that make your outreach timely.

AiSDR's Cold Outreach Search lets you describe this audience in plain language and automatically selects an appropriate search source. For more nuanced audiences, niche requirements, or specific buying signals, you can switch to Live AI or Agent Search to look for leads matching those criteria.

Search for 10 leads first, review a small sample of leads, refine your audience description if needed, and scale once you're happy with the relevance.

Learn more: How to Find the Right Audience for Cold Outreach.

4. Keep personalization ON, including in follow-ups

Personalization is enabled by default for the first and third email, and we recommend keeping it on.

Generic outreach is easy to ignore. Use relevant details about the prospect, their company, or a verified buying signal to make your message feel timely and specific.

5. Enable fallback for LinkedIn connection requests

When adding a LinkedIn connection request to your sequence, enable the fallback option.

If a prospect doesn't accept the request within the defined timeframe, fallback helps your sequence continue instead of leaving that lead waiting indefinitely.

6. Use the “Rule of 3” to test different campaign approaches

Rather than relying on one list or outreach angle, try a mix of three complementary approaches:

  • Cold outreach: Reach a clearly defined ICP with a relevant message and value proposition.

  • Social-signal targeting: Reach people engaging with relevant LinkedIn content or discussing topics related to your solution.

  • Warm re-engagement: Reconnect with previous prospects, closed-lost opportunities, or existing contacts from your CRM or an uploaded list, using the context you already have.

This gives you a way to compare new audiences, visible interest, and warmer opportunities. If you don't yet have a list of previous contacts, consider testing an event-based or other timely buying-signal campaign as your third approach.

Need help choosing what to launch? Ask Ami.

Ami is your AI GTM engineer inside AiSDR. Tell Ami what your business does and who you're trying to reach. It can help you brainstorm and refine your ICP, identify relevant buying signals, recommend campaign ideas, and build campaigns with lead targeting, messaging, and multichannel sequences. You can also ask Ami to review campaign performance and suggest improvements when an approach isn't working.

You don't need to write complex prompts. Just explain your goals in plain language, discuss the ideas with Ami, and give feedback on what you'd like to change. You review and approve the proposed actions before anything launches.

To get started, open Ami in AiSDR and explore My ICP or Create a Campaign.

Learn more: Meet Ami: Your AI GTM Engineer.