Use Case: Sales SDR

An AI SDR for Lead Qualification and Outreach

SDR work splits into two jobs: answering inbound leads fast and following up persistently with everyone else. An AI SDR does both on a schedule your team sets, qualifies against your criteria, and puts booked meetings and a clean summary in front of your account executives.

Integrates with the tools you already use

ShopifyAmazonStripeSlackNotionVercel

The SDR Playbook, Run by an Agent

Each step follows rules your sales leadership defines

Speed to Lead

A demo request or pricing enquiry triggers a reply from the agent within minutes, on the channel the lead used, while they are still evaluating.

Qualification Against Your Criteria

Company size, role, current tool, timeline and budget. Use BANT, MEDDIC-style questions or your own list; the agent records each answer.

Multi-touch Follow-up

Leads who go quiet get a sequence across email and WhatsApp with spacing and stop rules you define, and the sequence stops as soon as they reply.

Meeting Booking

Qualified leads book directly into the right account executive's calendar based on territory, segment or round-robin.

CRM Updates

Every touch, answer and outcome is written to Salesforce, HubSpot, Zoho CRM or Pipedrive, so your pipeline reports stay accurate.

Hand-off Briefs

Before the meeting, the account executive receives a short brief: what the lead needs, what they use today, and objections raised.

From Lead to Booked Meeting

How an AI SDR fits into your existing funnel

Define the Ideal Customer
Write down who you sell to and what disqualifies a lead. This becomes the agent's qualification logic.
Connect Lead Sources
Website forms, ad lead forms and event lists reach the agent through webhooks or your CRM.
Write Messages and Sequences
Approve the first reply, the follow-up steps and the tone. The agent personalises within those limits.
Set Routing Rules
Map leads to account executives by region, deal size or product line, and connect their calendars.
5
Review Weekly
Check which questions disqualify leads, which messages get replies, and tune the sequence.

What the Conversations Look Like

Illustrative examples for a sample B2B software company.

Inbound demo request

Illustrative example

English

Hi Priya, thanks for requesting a demo. To make the call useful, how many people on your team would use the product, and what are you using today?

About 40 in support, we're on spreadsheets right now

That helps. Are you looking to switch this quarter or still exploring?

This quarter

Great. Here are three slots with our account executive for your region this week.

Qualified: team size, current tool, timeline

Meeting booked, brief sent to account executive

Enterprise procurement question

Illustrative example

English

We need a custom MSA and security questionnaire before any trial

Understood. I have flagged this to our enterprise team, who handle contracts and security reviews directly. They will email you today to start the process.

Routed to enterprise sales

AI SDR Use Case FAQ

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Reply to Every Lead While They Are Still Interested

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