Autonomous Outbound SDR System
AI SDR agents that research accounts, personalize outreach, and follow up across email and LinkedIn. Humans take the meeting. CRM stays the source of truth.
Research, outreach, and follow-up with human meeting handoff
Challenge
A B2B sales org could not hire SDRs fast enough. Outbound volume was low, personalization was thin, and follow-up discipline was inconsistent.
Approach
We built research-and-outreach agents on Claude + enrichment, with HubSpot CRM sync, sequenced follow-ups, and human review on meeting handoff.
Outcomes
- Prospect research and first-touch drafts happen before a rep opens the CRM
- Follow-up sequences run without relying on one coordinator’s memory
- Meetings hand off to humans with context, not a cold calendar invite
- Activity logs back to CRM so pipeline hygiene does not drift
Stack
ClaudeClayHubSpotLinkedIn API
Want a similar system?
We can map this pattern to your stack and timeline after a short discovery.
View AI SalesInitiate Project