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CogniPitch SDR User Guide

Master the CogniPitch SDR platform: from AI prompt engineering to CRM automation.

1

Setting Up Your Campaign

Before generating leads, you must configure your AI SDR to understand exactly what you are selling and who you are targeting in the Campaign Studio.

  • Target Geography & Industry: Select where your ideal customers live and what sector they operate in (e.g., "B2B SaaS in the United States").
  • Target Roles: Specify the exact decision-makers you want to reach (e.g., "Founder", "VP of Sales").
  • Value Proposition: Be specific. Do not just say "We sell software." Say "We help sales teams automate lead generation to save 10 hours a week." The AI will weave this directly into your emails.
2

Generating & Verifying Leads

Once your campaign is saved, CogniPitch SDR's proprietary data network scans millions of B2B contacts to find your perfect match. You can generate a single lead or batch generate 3 leads concurrently.

The Verification Engine (Paid Feature)

For PRO users, every generated email passes through a live SMTP ping verification to protect your domain reputation. You will see one of three confidence badges:

  • Verified: 100% safe to send. The inbox exists.
  • Catch-All: The domain accepts all emails. Safe to send, but monitor bounce rates.
  • Invalid: Do not send. The email bounced during our live check.
3

Reviewing the AI Output

For every lead found, our AI engine deeply researches the prospect's background and drafts a complete 4-step sequence:

  • Initial Email: A 3-sentence personalized cold email referencing their background and hooking your value proposition.
  • Day 3 Follow-Up: A gentle nudge providing an additional metric or value add.
  • Day 7 Breakup: A polite final email to close the loop or pause until next quarter.
  • LinkedIn DM: A short, casual variant formatted specifically for social selling.

Paid Tip: Mark as Approved

Always review the AI's draft. If it looks good, click "Mark Approved". This filters your dashboard to only show ready-to-send sequences.

4

Exporting & CRM Automations

Once your leads are generated, PRO users have two powerful ways to execute their campaigns:

CSV Export

Click the Export CSV button to instantly download your entire pipeline. The CSV includes all premium data (Prospect Email, Verification Confidence, LinkedIn URL) plus the full AI copy for easy uploading to Lemlist or Instantly.

Webhook Integrations

Paste a Zapier or Make.com Webhook URL in the Campaign Studio sidebar. Every time a new lead is generated, CogniPitch SDR will automatically push the prospect data and AI copy directly into your CRM (HubSpot, Salesforce, etc.) in real-time.

5

Free vs. Paid Plans

CogniPitch SDR offers an efficient scaling path as your outbound pipeline grows:

  • Free Plan

    Perfect for testing the AI capabilities. Free users get 5 trial leads. Leads include full AI sequencing, but lack live email verification and do not support CSV Export or Webhooks.

  • Starter Plan

    The execution baseline. Starter users unlock 150 verified leads per month, live email ping verification, unrestricted CSV pipeline exports, and real-time Webhook CRM syncing.

  • Growth Plan

    For heavy outbound volume. Growth users get all Starter features plus an expanded capacity of 400 verified leads per month.