Kafka Client
Sales

SDR Agent

The SDR Agent is an autonomous sales development representative that qualifies leads, orchestrates personalized outreach, and schedules meetings without human intervention.

“Hi {first_name}, I noticed {company} recently raised {funding_amount}M and is expanding your {department}. Would you be interested in learning how our solution could help with this growth phase?”

Executive Summary

The SDR Agent is an autonomous sales development representative that qualifies leads, orchestrates personalized outreach, and schedules meetings without human intervention. It performs end-to-end lead workflows—from receiving a new lead from Clearbit and automatically enriching it with ZoomInfo data, to deploying a personalized outreach sequence like "Hi {first_name}, I noticed {company} recently raised {funding_amount}M and is expanding your {department}," to analyzing response sentiment, scheduling qualified meetings directly on an AE's calendar, and logging every interaction in Salesforce—while maintaining over 90% positive sentiment scores from prospects who often don't realize they're interacting with an AI.

Specific Workflow

1

At 9:17 AM, a new lead form submission arrives from Sarah Chen, VP of Marketing at TechGrowth Inc.

2

Within 30 seconds, the SDR Agent activates, pulling the basic information from the form and enriching it through ZoomInfo and Clearbit.

It discovers that TechGrowth recently closed a $12M Series A, is hiring 5 new marketing positions, and Sarah previously worked at a company that's already a customer.

3

The agent scores this lead against the Ideal Customer Profile criteria: company size (87% match), industry (perfect match), technology stack (includes 3 of 5 integration partners), and buyer role (direct decision maker). With a 92% overall match score, it classifies Sarah as a high-priority lead.

4

At 9:23 AM, the agent sends a personalized email: 'Hi Sarah, I noticed TechGrowth just closed your Series A and you're expanding the marketing team.

Congratulations! I saw you previously worked with [Customer Name] where they used our platform to increase campaign conversion by 34%. Would you be interested in a quick call to discuss how we're helping similar post-Series A companies scale their marketing operations while maintaining efficiency?' When Sarah replies showing interest but mentioning she's busy for the next two weeks, the SDR Agent analyzes her response sentiment (positive, but time-constrained), checks the assigned Account Executive's calendar, and suggests three specific times after her two-week busy period. It also attaches a one-pager case study from a company in a similar growth stage.

5

After Sarah selects a time, the agent automatically schedules the meeting with the AE, creates a comprehensive briefing with all the context and discovered information, updates Salesforce with the full interaction history, and sends a calendar invitation with prep materials.

The AE receives a Slack notification about the new meeting with a link to the complete lead profile and conversation history, all without having spent any time on prospecting or coordination.

Enforced Best Practices

  • 1
    Personalization Standards: Requires at least 3 specific, researched data points in each outreach communication.
  • 2
    Multi-touch Cadence Optimization: Automatically adjusts outreach timing based on prospect behavior patterns (email opens, link clicks).
  • 3
    Sentiment-aware Engagement: Modifies approach based on detected tone in prospect responses, backing off when negative sentiment is detected.
  • 4
    Perfect CRM Hygiene: Maintains 100% data accuracy in Salesforce with comprehensive activity logging and relationship mapping.
  • 5
    Ethical Boundaries Enforcement: Never misrepresents itself as human when directly asked, though its conversational ability is indistinguishable otherwise.
  • 6
    Lead Prioritization Protocol: Focuses efforts on prospects matching ICP criteria above 80%, preventing resource waste on poor-fit leads.
  • 7
    Consistent Messaging Alignment: Ensures all communications reflect current value propositions and pricing, automatically updated when marketing materials change.
  • 8
    Handoff Optimization: Provides perfectly timed, comprehensive context transfers to AEs with zero information loss.

Our AI Employees continuously evolve and improve through real-world usage. Contact us to learn how we can build a custom AI Employee for your specific business needs.