Outbound SDR Research and Personalisation Agent

• Head of Sales or Revenue
• SDR Manager
• Founder running founder-led sales
• Revenue Operations Lead

Good outbound starts with research: what the company does, what changed recently, who owns the problem and why now. SDRs spend much of their day on that research, or skip it and send generic messages that buyers ignore. AI writing tools help with wording but often invent facts that damage credibility.

We build a research agent that works through your target account list. For each account it reads permitted public sources: company website, product and pricing pages, careers pages, press releases, news and public filings where relevant. It checks fit against your ideal customer profile, identifies likely triggers such as a new product line, hiring for a role your product supports or a market expansion, and suggests relevant personas. It writes a short account brief in which every claim links to its source, and drafts first lines and talking points in your tone. SDRs review, edit and approve before anything is sent. Briefs and sources are saved to the CRM account record.

• Account research from permitted public sources such as websites, careers pages and news
• Ideal customer profile fit scoring with reasons
• Trigger detection such as relevant hiring, launches or expansion
• Account briefs in which every claim links to a source
• Draft first lines and talking points in your tone, for SDR approval
• CRM sync of briefs, sources and fit scores

1. 01Load the target listAccounts come from your CRM, a list upload or an enrichment tool you already licence.
2. 02Research each accountThe agent reads permitted public sources and records each fact with its source link.
3. 03Score fit and triggersIt scores fit against your ideal customer profile and notes any relevant triggers.
4. 04Draft the brief and linesIt writes a cited account brief and draft first lines for the chosen persona.
5. 05SDR reviewThe SDR checks facts, edits the message and approves or rejects it.
6. 06Sync and sequenceApproved messages go into your sequencing tool, and the brief is saved to the CRM.

1. Account intake
   • CRM account list connector
   • ICP definition and exclusion lists
2. Research
   • Web fetcher limited to permitted sources
   • Source store with timestamps
   • Fact extractor
3. Reasoning and drafting
   • Fit and trigger scorer
   • Brief writer with citation enforcement
   • Tone and style guide
4. Review
   • SDR review screen
   • Edit capture for tuning
5. Delivery
   • Sequencing tool integration
   • CRM sync of brief and sources

SDRs check every fact and approve every message before it enters a sequence. The agent never sends email or social messages on its own.

• CRM such as HubSpot or Salesforce
• Sequencing tools such as Outreach, Salesloft, Apollo or Lemlist
• Enrichment providers you already licence
• Slack for review notifications
• Your website and product documentation as messaging sources

• Every claim in a brief must link to a source; unsupported claims are removed
• Only permitted sources fetched, respecting site terms and robots rules
• Suppression and do-not-contact lists checked before drafting
• No sending without SDR approval
• No inferences about protected personal characteristics

• Outreach to EU contacts needs a lawful basis and opt-out handling under GDPR and ePrivacy rules; recorded sources support that assessment.
• For Indian contacts, personal data handling follows DPDP Act 2023 principles, and calls or SMS follow TRAI rules.

• SaaS & AI Product Companies

  Security Questionnaire Answering Assistant

  Draft answers to security and AI due-diligence questionnaires from your own policies, reports and past answers, with citations, confidence and owner approval before anything goes to a customer.

• SaaS & AI Product Companies

  Document Extraction Module for Your SaaS Product

  An embeddable extraction service for your SaaS product: schemas per document type, per-tenant fields, confidence and source boxes, a review component and webhooks, running in your cloud.

• Banking

  Cross-Sell Lead Scoring and Personalised Outreach

  Score existing customers for products they are likely to need from consented banking data, and draft compliant, personalised outreach that relationship managers review before sending.

• Logistics & Supply Chain

  Shipper Lead Qualification and Quote Automation

  Qualify inbound shipper enquiries from web, email and WhatsApp, collect lane, volume and cargo details, and draft quotes from your rate cards for a salesperson to approve.