SDR-Tagesplan-Agent

The First 30 Minutes of the SDR Day, Solved

Most SDRs lose the first hour of every day deciding who to call. The SDR Daily Plan Agent solves this: every weekday at 7:30 AM, each SDR gets a personalized daily plan with the 10 leads most worth calling today, ranked by ICP score, fresh buying signals, and prior-touch context. The plan lands in Slack as a numbered list with the why-now reasoning attached to each lead.

How It Works

The agent reads the ICP Scorer output (from the same agent shipped in Tier 1), recent buying signals, and prior-touch history. For each SDR, it filters to leads owned by them and ranks by a composite of: ICP score, recency of buying signal, and recency of last touch (with a cooldown so the SDR isn't recommended a lead they touched yesterday). The top 10 land in a Slack DM with each lead's name, account, ICP score, the specific signal that surfaced them, and a suggested opener.

Required Connections

• Salesforce or HubSpot — lead and contact data
• Demodesk — recent meeting and engagement signals
• Slack — DM destination for each SDR

What Makes It Different

This is not lead-routing or queue management — it's daily prioritization, the part SDRs actually struggle with. The composite ranking pulls from systems already feeding the SDR (ICP Scorer, recent meetings, CRM activity) and presents one decision: call these ten, in this order, today.