Solutions / SDR assistant

SDR daily-action assistant

Every inbound lead is contacted within minutes, and every SDR opens the day with a ranked list of who to touch and what to say — instead of deciding that themselves at nine in the morning.

Sales Lead generation automation B2B
2–5 min
to first contact on inbound
Ranked daily
action list, with reasons
Nothing dropped
follow-ups tracked to a close
Who it is for

B2B sales teams with one to ten SDRs, where inbound arrives unevenly and follow-up depends on whoever happens to remember.

Short answer

Inbound leads are contacted in 2–5 minutes instead of 2–4 hours, and each SDR opens the day with a ranked action list: who to call, who has gone quiet, what changed at the account, and a drafted message for each. Speed is the part of an inbound reply you actually control, and this is what controls it.

The problem

Speed is the whole advantage on an inbound lead, and it is the first thing a busy day takes away.

01

Inbound cools while someone is on a call

A form filled at 10:14 gets a reply at 13:40, because the SDR who owns it was in three meetings. By then the buyer has filled in two more forms on two other sites.

02

The day starts with a decision, not with work

Who to call first, who has gone quiet, which of last week's conversations deserves another touch. Twenty minutes of scrolling the CRM before the first dial, every morning.

03

Follow-ups depend on memory

The second, third and fourth touch are where most replies come from, and they are exactly the ones that get dropped the week the pipeline gets busy.

How it works

From trigger to result, step by step.

01

Catch the lead the moment it lands

Form, chat, demo request, inbound email or a booked meeting. The lead is enriched, matched against your ICP and your existing accounts, and routed to an owner in seconds.

02

Make first contact in minutes

A first message goes out in 2–5 minutes, written from what the lead actually asked for, the page they came from and the company they work at — or the assigned SDR is pinged to call while the tab is still open.

03

Build tomorrow's list overnight

Each SDR's list is ranked every night: new inbound, deals gone quiet, trigger events on target accounts, follow-ups due today. Every entry carries the reason it is there and a suggested next step.

04

Draft the message, leave the judgement

Each action arrives with a draft — call notes, an email, a LinkedIn message — based on the last conversation and what has changed since. The SDR edits and sends; nothing goes out unreviewed unless you decide it should.

05

Log it, and learn from it

Activity, outcome and reply are written back to the CRM automatically. The ranking is tuned on what actually got replies in your funnel, not on a generic best practice from a blog.

Before / after

What changes on the ground.

Today, by hand
×First reply to inbound takes 2–4 hours
×The day starts with twenty minutes in the CRM
×Second and third follow-ups quietly get dropped
×Activity is logged at the end of the week, badly
With the automation running
›First contact in 2–5 minutes, at any hour
›A ranked list waiting at 9am, with reasons
›Follow-ups tracked until they close or die
›Activity logged as it happens, without typing
What you get

Delivered, not demoed.

›Real-time inbound capture, enrichment and routing to an owner
›A 2–5 minute first-touch flow across email, chat and call alerts
›A nightly ranked action list per SDR, with drafted messages
›Automatic CRM logging and a follow-up cadence that does not rely on memory
›Documentation and a handover session — the system is yours
Built with

We build in your stack rather than moving you onto ours. The list below is what this solution most often connects to — other systems are a scoping question, not a blocker.

LLM (replaceable) HubSpot Salesforce Pipedrive Slack Gmail / Outlook Enrichment APIs PostgreSQL n8n
Time to production4–6 weeks
Build priceFixed quote
First stepFree mini-audit
Honest limits

When this is not the right solution.

·If inbound is a handful of leads a month, speed is not your problem. This will not fix a top-of-funnel gap, and we will say so before quoting rather than after.
·If the CRM is not the system of record — deals really live in someone's spreadsheet — fix that first. Automation on top of an unreliable CRM produces confident nonsense.
·If your motion is a small number of large, relationship-led deals, a ranked daily queue is the wrong shape. A researched account plan is worth more than a list.

Questions we get about this one

Only if you choose that. The default is a draft in the SDR's inbox for the first touch, and a call alert when a call is the better move. Most teams automate the acknowledgement and keep the pitch human — that split is a setting, not a rebuild.

Bring us the process that hurts.

The mini-audit is free: we take your version of this process apart and tell you plainly whether automating it pays. If it does, you get a scope and a fixed price.