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25 min read

Checklist for AI SDR Onboarding

6-phase onboarding checklist to train AI SDRs: define roles, fix data and domains, pilot carefully, monitor metrics, and scale safely.

SalesLabel Team
Growth Expert • 05/06/2026
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TL;DR

6-phase onboarding checklist to train AI SDRs: define roles, fix data and domains, pilot carefully, monitor metrics, and scale safely.

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On This Page
  • Preboarding Setup
  • Define Role Expectations
  • Confirm Tool Availability
  • Assign Workflow Ownership
  • ICP and Data Framework
  • Create ICP Guidelines
  • Set Up Data Sources
  • Organize Lead Management
  • Tool Access and Workspace Readiness
  • Verify CRM Configuration
  • Test Inbox and Sequencing Access
  • Check Reporting Visibility
  • AI Workflow Training
  • Train on AI Prospecting Tools
  • Review Personalized Messaging
  • Set Up Follow-ups and Reply Handling
  • Live Campaign Launch Checks
  • Run Pilot Campaigns
  • Set Monitoring Rules
  • Verify Reply Routing
  • Performance Review and Ramp Validation
  • Track Early Results
  • Validate Workflow Consistency
  • Decide on Scaling Scope
  • Conclusion
  • FAQs
  • What should my AI SDR handle vs. escalate to a human?
  • How many secondary domains do I need before sending outbound?
  • When is it safe to scale beyond the pilot?
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