Agente de Plan Diario SDR

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.