Template library
Rule pack: B2B SDR and book meetings
The B2B SDR / Book Meetings pack in Sellinger's rules picker bundles 16 rules: 3 for who to contact, 7 for who to skip and 6 that pause a conversation for a person. This page shows each rule as written and what it prevents.
Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.
What the pack is
Rules are guardrails for a campaign. In the app, inclusion rules define who may be contacted, exclusion rules skip people entirely, and human review rules pause a conversation and flag it for you. The catalog's description of this pack is: qualify decision makers, skip job seekers and competitors, escalate buying intent. It is one of 8 packs in the catalog.
The catalog was built from an analysis of real customer rules and checked against what the rule evaluator can see.
The 16 rules, exact text
| Group | Rule as written | What it does |
|---|---|---|
| Inclusion | Founders, co-founders, and business owners | Aims the campaign at owners, who can decide alone. |
| Inclusion | C-level executives: CEO, COO, CFO, CMO, CTO | Adds senior titles for larger companies. |
| Inclusion | Only people with clear buying authority or direct influence on the purchase decision | Narrows to decision makers. It is stricter than the two rules above, so check you keep enough leads. |
| Exclusion | Students, interns, trainees, and early career roles | Keeps people who cannot buy out of the campaign. |
| Exclusion | Job seekers and people looking for work | Stops the agent from pitching someone whose profile says they want a job. |
| Exclusion | Recruiters, talent acquisition, and staffing agency employees | Skips people who will answer with a vacancy, not a purchase. |
| Exclusion | Direct competitors and companies offering the same product or service | Avoids sharing your pitch with a competitor. |
| Exclusion | Salespeople, SDRs, and BDRs pitching their own services to us | Avoids trading pitches with another seller. |
| Exclusion | People who previously opted out or asked to stop receiving messages | Keeps people who asked to stop out. It reads the lead record and conversation, so it is not your only opt out safeguard. |
| Exclusion | Lead says they already have a provider or are locked in a contract | Ends the push when a lead is tied to a supplier. |
| Human review | Lead asks to speak with a human, a manager, or a specific person | Flags the thread so a person answers the request. |
| Human review | Lead asks about pricing, contracts, or requests a formal proposal or quote | Stops the agent from improvising on price. |
| Human review | Lead wants a phone call or is ready to book a meeting | Lets you act on the moment of highest intent. |
| Human review | Lead mentions budget, timeline, or asks about next steps | Flags a buying signal. |
| Human review | Lead says they are not the right person and points to a colleague instead | Keeps a referral from being lost in the thread. |
| Human review | Lead is frustrated, negative, or accuses the agent of being a bot | Gets a person into a thread that is going wrong. |
When to use this pack, and when not to
Use it when
- You sell to businesses and the goal is a call or a demo.
- You can take a flagged thread yourself or hand it to a colleague.
Do not use it when
- You sell to consumers, or to individual professionals who are not owners or executives.
- Your buyers are junior roles, because the authority rule would skip them.
How to add the pack in the app
- 1
Step 1
Open the Rules tab
Open the campaign's configuration drawer and choose the Rules tab. Rules set there apply to every account attached to the campaign.
- 2
Step 2
Pick a group
Each group (Inclusion, Exclusion, Human review) has a Templates button. A pack only shows the rules of the group you opened it from.
- 3
Step 3
Switch to packs
In the dialog, choose Use-case Packs, open the pack, and tick its rules or the whole pack. Fill any blank before you continue.
- 4
Step 4
Add and repeat
Click the Add button at the bottom. Repeat for the other two groups until the pack is complete.
What the data says
No outcome data yet. Sellinger has not measured what this pack changes in reply or meeting rates, and this page claims nothing. The catalog was built from an analysis of real customer rules and checked against what the rule evaluator can see; that is a statement about how it was written, not about results.
Common questions
Can I edit a rule after adding it?
Why do I only see some rules in the dialog?
Is this the same as the rules in the Outreach rules article?
Sources and method
Rule text and pack membership: the in-product rule template catalog, checked 2026-10-19. Group meanings: the Rules tab help text in the app.
Related: Templates hub, Outreach rules, Persona template: SDR, Goal templates: book meetings.
