Prospecting Playbook + A.I.
Dynamic account engagement workflows that surfaced high-value buyers and next-step recommendations,
driving 25% lift in SDR conversion efficiency
SaaS, CRM, B2B, A.I., WebApp
driving 25% lift in SDR conversion efficiency
SaaS, CRM, B2B, A.I., WebApp
About the
Project
Smart Plays – Work Smarter. Win Faster. Smart Plays surface your highest-value opportunities and guide SDRs through proven outreach steps that convert. It’s your sales playbook, automated — helping every rep act like your best rep
Design a simple, end-to-end experience to:• Have an embedded, modular workflow that guides SDRs through prioritized outreach steps—directly aligned with their team’s go-to-market motion.
• Integrated intent and engagement signals to dynamically surface high-value contacts and accounts, ensuring reps focus on the most impactful opportunities.
•Empowered sales managers with a structured framework that standardizes execution, tracks performance, and improves coaching visibility.
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CompanyDemandbase
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Year2025
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RoleDesign Direction, Strategy, UX
The
Result
• Have an embedded, modular workflow that guides SDRs through prioritized outreach steps—directly aligned with their team’s go-to-market motion.
• 18% higher engagement rate on first-touch emails sent through Guided Plays, compared to prior manual outreach sequences.
• 30% faster onboarding for new SDRs due to standardized playbook flows that embed training directly into the UI.