Agente do Plano Diário do SDR
Entrega a cada SDR às 8h um plano diário priorizado: quem chamar, a quem enviar email, que contas estão a responder — com evidência do estado da sequência, do engagement e do score ICP.
Gatilhos 1
Conexões necessárias 3
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.
Skills & Connections relacionados
Quer contexto de reunião em tempo real, sincronização com CRM e analytics para seus agents? Experimente o Demodesk grátis