AI SDR

An AI SDR is not an email bot. Here's what one actually did.

I've built one at two companies and watched a third team buy one off the shelf. This page is the definition I'd give a CEO, the real conversion rates from one of those builds, and the numbers from the off-the-shelf attempt. No vendor wrote it.

The short answer

An AI SDR is a system that does the research and first-touch work of a sales development rep. It notices buying signals (a pricing-page visit, a new VP of Sales, a funding round, a job posting for the role your product replaces), enriches the account and the person, decides whether they fit, routes the ones that do to a human within minutes, and drafts the first message with the research already done.

The email-sending bot that vendors demo is the last ten percent of that. It's also the part that matters least, because a bot sending to a cold list converts like a human sending to a cold list. What changes the numbers is everything upstream: knowing who to talk to today, and getting them to a person while they're still looking.

What's inside one

1. Signals

Website visitor identification, job postings, funding, hiring, tech installs, content downloads. Each one is a reason to reach out this week instead of some week.

2. Enrichment and fit

Clay (or similar) turns a signal into a named account and a named person, checks them against the ICP, and checks the CRM so nobody emails a customer or an open deal.

3. Routing

The ones that pass land in Slack and the CRM with the reason attached, assigned to a rep, inside minutes. This is where most of the pipeline comes from.

4. Drafting and sending

A model drafts the first touch from the research. Warm leads go to a human to send. Cold ones go through a sequencer on secondary domains. Replies get triaged back to a person.

Receipts

One company, three quarters, honest numbers.

3x

Deals created per quarter, two quarters after the system went in

19%

Inbound form contacts that became opportunities, once signals fed inbound

0.8%

Cold enriched contacts that became opportunities through the fully automated outbound piece alone

A venture-backed software company selling to healthcare operators

A small SDR team, a pipeline that ran almost entirely on cold outbound from imported lists, and inbound that was a rounding error. In the quarter before the build, the team created about 60 deals, and the average won deal was in the mid $30Ks.

I didn't start with the bot. I started by wiring the company to notice who was already paying attention: a visitor identification tool pointed at the site and piped into Clay, every identified visitor enriched and scored against the ICP, the ones that passed dropped into a Slack channel the reps lived in. Conference registrant lists got the same treatment. A whitepaper campaign landed its downloads in the same pipe. Then the sequencer, which had sat idle for two months, got three lanes with three messages, each fed by Clay with the research already done. Within a quarter the team was enrolling about 600 contacts a month, and roughly half of all new deals that year touched one of those sequences.

The fully automated piece, cold contacts enriched by Clay and worked without a human picking them, pushed about 5,000 contacts into the CRM. Forty became opportunities, roughly $1.5M in pipeline, and a handful closed at about $80K each with most still open. That's 0.8% contact to opportunity. A human on the same list does about the same. The difference is the human cost a salary.

What moved the company was inbound. Form fills went from under twenty a month to over a hundred, and the quality held: 19% of form contacts became opportunities, which is a demo-request rate, not a content-download rate. Two quarters in, deal creation had tripled and the average won deal had nearly doubled, because the signals were surfacing bigger accounts. Same reps.

Build or buy

While the system above was running, the same team tried the other path: an off-the-shelf prospecting agent, the kind sold as an AI SDR in a box, switched on inside the CRM. It enrolled about 2,200 contacts. Three out of four errored out. Six finished the sequence. Some of that is configuration and some of it is the product, and from where the reps sat it didn't matter which; the bought version of the thing did a fraction of what the built version did, on the same contacts, in the same CRM.

Off-the-shelf agentBuilt on your stack
What it knowsWhatever the vendor's data says about the contactYour CRM, your signals, your customer list, your ICP rules
Where leads come fromA list you upload or the vendor's databaseWebsite intent, job postings, funding, content, events, plus lists
Who gets the warm onesThe bot, same as the cold onesA human, in Slack, inside minutes
SetupAn afternoonFour to six weeks
Running costPer-seat or per-contact, foreverTool costs in the hundreds a month; you own it
What we saw3 in 4 enrollments errored; 6 finishedDeal creation 3x in two quarters

Buy one if you have no CRM discipline and no signals, because the bot is all you can use. Build one if you have a CRM, a sequencer, and Clay or something like it, because the parts that produce pipeline have to be built on your data anyway.

What it runs on

Enrichment and scoring

Clay. Waterfall enrichment, ICP scoring, CRM lookups, the Slack and CRM pushes. The center of the system.

Record of truth

HubSpot or Salesforce. Sequences for the human lanes, properties for the signal and the reason, reporting that doesn't lie.

Signals

A visitor identification tool for website intent, public job boards for hiring signals, funding and tech-install data where it's worth paying for.

Sending and drafting

A sequencer on warmed secondary domains for cold outbound, never the main domain. A model like Claude for research and first drafts.

The tools cost hundreds a month, not thousands. The expense is the build, which is why I sell it as a fixed-price install and hand it over documented.

Frequently asked

About AI SDRs.

What is an AI SDR?

An AI SDR is a system that does the research and first-touch work of a sales development rep: it notices buying signals, enriches the account and the person, decides whether they fit, routes the ones that do to a human within minutes, and drafts the first message. The email-sending bot that vendors demo is the last ten percent of that system.

Does an AI SDR replace human SDRs?

In practice, no. At both companies where I built one, the SDR team stayed the same size and booked more. The AI took over list building, research, enrichment, and first drafts, and the humans took over the conversations. Cold outreach run fully by the bot converted about 0.8% of contacts to opportunities, which is roughly what a human gets on a cold list, at a fraction of the cost.

What results should you expect?

From the fully automated outbound piece alone: roughly 1% of enriched contacts become opportunities, and a normal win rate on those. From the whole system, with signals feeding inbound and a small SDR team working the routed leads: at one company deal creation tripled in two quarters and the average won deal nearly doubled; at another, inbound demos went from 60 a month to over 200 and an AI workflow added 6 to 10 demos a month with no new headcount.

Should you build or buy?

Buy one if you have no CRM discipline and no signals, because the bot is all you can use. Build one if you have a CRM, a sequencer, and a data tool like Clay, because the parts that produce pipeline are the signals and the routing, and those have to be built on your data anyway. When one team I worked with switched on an off-the-shelf prospecting agent, three out of four enrollments errored out and six finished.

What tools does it run on?

Clay for enrichment and scoring, a CRM (HubSpot or Salesforce) for the record of truth and the sequences, a sending tool on warmed secondary domains for cold outbound, a visitor identification tool for website intent, Slack for routing, and a model like Claude for research and drafting. The tool costs run in the hundreds of dollars a month, not thousands. The cost is the build.

How long does it take to build?

Four to six weeks for a working system, most of it spent on the signals and the handoff into the CRM, not on the email copy. Results show up in the second and third quarter, when the inbound and routed leads have had time to become deals.

Want one built on your data? Bring your numbers.

Thirty minutes. If buying is the right call for you, I'll say so.

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