Getting Started with BDR² Tutorial

Learn how to find, qualify, and enrich leads with AI-powered precision. Follow this step-by-step guide to master your sales development process.

1

Getting Started

Access Your Account

Go to: app.bdr2.com

Login with your provided account or use the direct login link you received.

2

Create Your First Leadlist

Choose one of these three approaches to get started:

📁 Option 1: Upload Existing List

Already have potential clients? Upload your list to get started quickly.

👍 Option 2: Upload Current Clients

Upload your best current clients that fit your ICP and mark them with the 👍 icon.

➕ Option 3: Add Manually

Add at least 5 leads manually using the "Add new lead" button. The more the better!

💡 Pro Tip: If you're starting from scratch, aim for at least 5 leads. The more examples you provide, the better our AI can understand your ideal customer profile.

3

Qualify Your Leads

Create Your First Qualifier

Step 3.1

Click on "Manage qualifiers"

Step 3.2

Click "Add new qualifier"

Step 3.3

Fill in your qualifier details

📝 Example Qualifier

Name: Pricing Tiers

Prompt: "Does the {company_url} have a pricing page that shows multiple tiers or plans?"

Step 3.4

Click "Evaluate All Qualifiers" to assess your current leads

Step 3.5

Add more qualifiers to quickly assess leads on different criteria

4

Expand Your List

Mark and Assess Your Leads

👍

Accept Lead

Mark leads you intend to contact. This tells our AI: "I want more leads like this one."

👎

Reject Lead

Mark leads you won't contact. This tells our AI: "Don't give me leads like this one."

🎯 Unlock "Find New Leads"

Once you have at least 5 leads marked with 👍, you'll be able to click "Find new leads" to get batches of 5 similar leads.

💡 Optional: Create a new qualifier to quickly discard similar leads in the future, making your qualification process more efficient.

5

Rinse and Repeat

Continuous Lead Refinement

Find Leads
Qualify
👍👎
Accept/Reject

Continue this cycle to build a high-quality lead database:

  • Find leads using the "Find new leads" button
  • Qualify them using your existing qualifiers or create new ones
  • Accept 👍 or reject 👎 each lead based on your criteria
  • Create more qualifiers to simplify the qualification process over time
6

Enrich Your Leads

Transform Leads into Actionable Contacts

Once you're happy with the number of accepted leads, it's time to enrich them. This powerful feature will prepare your leads for outreach.

Find Best Contact

Discover the ideal person to contact, including email and LinkedIn profile

Research Insights

Get comprehensive research on both the company and the specific contact

Draft Message

Receive a personalized message draft ready for your review and customization

🎉 You're Ready for Outreach!

With enriched leads, you now have everything you need for meaningful, personalized outreach that converts. Your leads are qualified, researched, and ready for engagement.

Ready to Get Started?

Follow this tutorial step-by-step and watch your sales development process transform with AI precision.

Launch BDR² App