sdr-agent

name	sdr-agent
description	AI SDR agent patterns: prospect research, personalised outreach, multi-step sequences, reply handling, meeting booking — with safety limits

SDR Agent Skill

When to activate

• Building an AI-powered sales development workflow
• Automating prospect research and outreach message generation
• Setting up multi-touch email/LinkedIn sequences with Claude
• Personalising outreach at scale (not template swapping — actual context)
• Adding safety limits and human approval gates to outreach automation

When NOT to use

• Spam campaigns — volume without personalisation kills deliverability and reputation
• LinkedIn automation without understanding connection limits (100-200/week max)
• Replacing human relationship-building on strategic accounts
• Regulated industries with strict communication compliance requirements

Instructions

The SDR agent loop

Step 1: RESEARCH     — gather company/contact context
Step 2: QUALIFY      — score against ICP (Ideal Customer Profile)  
Step 3: PERSONALISE  — generate message with genuine context
Step 4: HUMAN GATE   — show draft, get approval (for first outreach)
Step 5: SEND         — deliver via email/LinkedIn
Step 6: TRACK        — log activity, handle replies
Step 7: FOLLOW UP    — sequence next touch if no reply

Prospect research (before writing a single word)

interface ProspectContext {
  name: string
  title: string
  company: string
  recentNews: string[]       // funding, product launches, exec hires
  linkedInActivity: string[] // recent posts, comments
  techStack: string[]        // from BuiltWith, LinkedIn job posts
  painPoints: string[]       // inferred from context
  icpScore: number           // 0-100
}

async function researchProspect(email: string): Promise<ProspectContext> {
  const [contact, company, news] = await Promise.all([
    enrichContactFromEmail(email),          // Clearbit/Apollo/Hunter
    enrichCompanyFromDomain(getDomain(email)),
    searchRecentNews(company.name),         // funding, hires, product news
  ])

  const icpScore = scoreICP(contact, company)
  const painPoints = await inferPainPoints(company, contact.title)

  return { ...contact, ...company, recentNews: news, icpScore, painPoints }
}

ICP scoring

interface ICPCriteria {
  companySize: [number, number]  // [min, max] employees
  industries: string[]
  titles: string[]               // decision-maker roles
  techStack: string[]            // tools they use
  geographies: string[]
}

function scoreICP(contact: Contact, company: Company, criteria: ICPCriteria): number {
  let score = 0

  // Company size (30 points)
  const [min, max] = criteria.companySize
  if (company.employees >= min && company.employees <= max) score += 30

  // Industry match (25 points)
  if (criteria.industries.some(i => company.industry.toLowerCase().includes(i))) score += 25

  // Title/seniority (25 points)
  if (criteria.titles.some(t => contact..().(t))) score += 

  
   overlap = criteria..( company..(t))
  score += .(, overlap. * )

   score
}

Personalised message generation

The key difference between AI spam and genuine personalisation is specificity. Claude generates messages that reference exactly what makes this prospect relevant right now.

async function generateOutreachMessage(
  prospect: ProspectContext,
  sender: SenderContext,
  template: MessageTemplate
): Promise<string> {
  const prompt = `Write a cold outreach email from ${sender.name} at ${sender.company} to ${prospect.name}.

Context about ${prospect.name}:
- Title: ${prospect.title} at ${prospect.company}
- Recent company news: ${prospect.recentNews.slice(0, 2).join('; ')}
- Their likely pain points: ${prospect.painPoints.join(', ')}
- Why we're relevant: ${template.valueProposition}

Rules:
- Reference ONE specific recent event or achievement (not generic flattery)
- State the value in 1 sentence — what specific outcome we deliver
- Clear, low-friction CTA: "15-minute call this week?" not "I'd love to connect"
- Total length: 5-7 sentences MAX
- No buzzwords: no "synergies", "leverage", "circle back", "reach out"
- First line must NOT start with "I" or "My name is"
- Do not mention competitors

Output: just the email body, no subject line.`

  const { text } = await generateText({ model: anthropic('claude-opus-4-7'), prompt })
  return text
}

Multi-step sequence design

const SEQUENCE: SequenceStep[] = [
  {
    day: 0,
    channel: 'email',
    type: 'initial',
    subject: '{{personalised_hook}}',
    waitForReply: true,
  },
  {
    day: 3,
    channel: 'linkedin',
    type: 'connection',
    message: 'Short note referencing the email — 2 sentences max',
    waitForReply: true,
  },
  {
    day: 7,
    channel: 'email',
    type: 'followup_1',
    subject: 'Re: {{original_subject}}',
    message: 'Add a new piece of value — case study, relevant data point',
    waitForReply: true,
  },
  {
    day: 14,
    channel: 'email',
    type: 'breakup',
    subject: 'Closing the loop',
    message: 'Acknowledge they\'re busy. Leave door open. No guilt.',
    waitForReply: false,
  },
]

Safety limits and compliance

const SAFETY_LIMITS = {
  linkedInConnectionsPerWeek: 100,    // LinkedIn's soft limit (SSI-score dependent)
  emailsPerDay: 50,                   // per domain, to avoid spam flagging
  minDelayBetweenMessages: 30_000,    // 30 seconds minimum
  maxFollowUps: 3,                    // never more than 4 total touches
  blacklistDomains: [                 // never contact
    'competitor.com',
    'investor.com',
  ],
  requireHumanApproval: true,         // show draft before first send
}

function checkSafetyLimits(prospect: ProspectContext): SafetyResult {
  if (SAFETY_LIMITS.blacklistDomains.includes(getDomain(prospect.email))) {
    return { allowed: false, reason: 'Domain blacklisted' }
  }
  // Check daily send count, weekly LinkedIn count, etc.
  return { allowed: true }
}

Human approval gate

async function requestApproval(draft: OutreachDraft): Promise<boolean> {
  console.log('\n=== OUTREACH DRAFT FOR APPROVAL ===')
  console.log(`To:      ${draft.prospect.name} <${draft.prospect.email}>`)
  console.log(`Company: ${draft.prospect.company}`)
  console.log(`Score:   ${draft.prospect.icpScore}/100`)
  console.log(`\nSubject: ${draft.subject}`)
  console.log(`\n${draft.body}`)
  console.log('\nApprove? (y/n/edit): ')

  // In a CLI context, prompt the user
  // In a web app, show in a review dashboard
  const response = await getUserInput()
  return response.toLowerCase() === 'y'
}

Reply handling

async function handleReply(reply: EmailReply): Promise<void> {
  const intent = await classifyReply(reply.body)

  switch (intent) {
    case 'interested':
      await bookMeeting(reply.from, reply.threadId)
      await updateCRM(reply.from, { status: 'meeting_booked' })
      break
    case 'not_now':
      await scheduleFutureFollowUp(reply.from, days: 90)
      break
    case 'not_interested':
      await markAsOptedOut(reply.from)
      break
    case 'referral':
      const referredContact = await extractReferral(reply.body)
      await addToSequence(referredContact)
      break
  }
}

async function classifyReply(: ): <> {
   {  } =  ({
    : (),
    : z.({ : z.([, , , , , ]) }),
    : ,
  })
   .
}

Example

User: Build an SDR agent that takes a list of startup founders (name + LinkedIn URL), researches each one, generates a personalised cold email about our product (a B2B analytics tool), and shows me the drafts for approval before sending.

Expected output:

• src/sdr/research.ts — researchProspect() pulling from LinkedIn, Clearbit
• src/sdr/qualify.ts — scoreICP() against startup founder criteria
• src/sdr/generate.ts — generateOutreachEmail() with Claude, referencing recent activity
• src/sdr/approve.ts — CLI approval loop showing draft + prospect context
• src/sdr/send.ts — sends via SendGrid/Resend on approval, logs to HubSpot
• Safety: checks blacklist, respects 50/day email limit, requires approval

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