05 / assist
Sales / SDR Agent
Research → outreach → book → CRM.
Reps who spend the first hour of the day researching accounts instead of speaking to any of them.
- CRM
- Web
- Target loaded
- Brief + draft
- Sequence send
- Book reply
Stops before the first outbound touch on any account a rep already owns.
Qualification and follow-up on inbound that is currently going cold. It scores what arrives against criteria you set, books the ones that fit, follows up the ones that stall, and declines the rest honestly.
How this one gets built
The follow-up nobody has time for
Most inbound is not lost to a competitor; it is lost to silence on your side while somebody was in a meeting. An agent that responds while the enquiry is still warm, asks the two questions that decide fit, and offers a real slot from a real calendar, recovers conversations that were already paid for through whatever channel produced them.
It only works if the criteria are written down
Qualification means applying rules, and most teams have not written theirs down. That conversation is part of the engagement and it is often the useful part: two people in the same sales team frequently qualify differently, and the agent forces the question because it needs one answer.
The honest no
An agent that books everything is a calendar-filling machine and a waste of your week. The decline path matters as much as the booking path, so it is designed explicitly: a clear no, a reason, and a pointer somewhere more useful. People remember being turned down well.
When this is the wrong answer
This is not an outbound prospecting tool, and I do not build cold-outreach agents that mass-message strangers. The volume game and the qualification game need different systems and, frankly, different consciences.
FAQ
Questions about this one
Does it write to our CRM?
Yes, and that is most of the point. The score, the reasoning behind it, the source and the owner all land on the record, so the first human conversation starts from what has already been established.
How does it decide what is a fit?
From criteria you agree in writing before anything is built, which is usually some combination of size, timeline, budget shape and problem type. It applies rules; it does not develop opinions about your market.
What about leads that are nearly a fit?
They escalate rather than getting a verdict. The interesting cases are the ambiguous ones, and handing those to a person with the reasoning attached is more valuable than a confident score in either direction.
Last reviewed