High ComplexitySales & Pipeline OpsB2B SaaS3 weeks delivery

Autonomous SDR Agent

An AI sales agent that enriches leads, researches companies, writes hyper-personalized outreach, and manages follow-up sequences, entirely hands-free.

3x

Pipeline Volume

40hrs

Weekly Time Saved

4.2%

Reply Rate

$0

Additional Headcount Cost

Production
12,847 runsLast: 2 min ago
New lead added
Clay

Clay

Lead Enrichment

Status
Running
TypeTrigger
Executions12,847
node-1
Enriched leads
Apollo.io

Apollo.io

Contact Discovery

Status
Running
TypeAction
Executions12,204
node-2
Verified emails
OpenAI (GPT-4)

OpenAI (GPT-4)

AI Copywriting

Status
Running
TypeAction
Executions11,562
node-3
Sequences
Instantly

Instantly

Email Delivery

Status
Running
TypeAction
Executions10,919
node-4
All systems operational
4 nodes3 connections

The Problem

The Challenge

A seed-stage B2B SaaS startup with 2 technical founders was struggling with outbound sales. They were spending over 40 hours per week manually researching prospects on LinkedIn, writing personalized emails one-by-one, and tracking responses in a messy spreadsheet. Their pipeline was thin, follow-ups were inconsistent, and they were burning out. They needed to 10x their outreach volume without hiring an SDR team they couldn't afford yet.

How We Fixed It

Our Solution

1

Mapped the founders' manual workflow to identify every step: lead sourcing, company research, email personalization, sending, follow-up timing, and response tracking.

2

Built a Clay table that ingests leads from LinkedIn Sales Navigator exports and enriches each one with firmographic data — company size, funding stage, tech stack, recent news, and hiring signals.

3

Connected Apollo.io to pull verified email addresses and direct phone numbers for each enriched lead, with automatic fallback to secondary data providers.

4

Designed a multi-prompt OpenAI pipeline: one prompt researches the company and identifies pain points, another generates a 3-email sequence with personalized hooks, subject lines, and CTAs tailored to each lead's context.

5

Configured Instantly to handle email warm-up, sending schedules, A/B testing of subject lines, and automated follow-up sequences with smart reply detection.

6

Built a Google Sheets dashboard that scores leads based on open rates, click rates, and reply sentiment — surfacing hot leads for founder follow-up.

Tools & Infrastructure

Tech Stack

C

Clay

Lead enrichment and data orchestration. Pulls in firmographic data from 50+ providers to build rich lead profiles automatically.

A

Apollo.io

Contact discovery and email verification. Provides verified work emails and direct dials with high deliverability rates.

O

OpenAI (GPT-4)

AI copywriting engine. Generates hyper-personalized email sequences based on each lead's company context, pain points, and recent activity.

I

Instantly

Email infrastructure and deliverability. Handles warm-up, rotation across sending accounts, smart scheduling, and automated follow-up sequences.

Impact & Outcomes

The Results

3x

Pipeline Volume

Tripled qualified pipeline within the first 60 days of deployment, without any additional headcount.

40hrs

Weekly Time Saved

Founders reclaimed 40+ hours per week previously spent on manual outbound, redirecting time to product and closing.

4.2%

Reply Rate

Achieved a 4.2% positive reply rate — 3x industry average for cold outreach — driven by AI personalization.

$0

Additional Headcount Cost

Delivered SDR-team-level output at a fraction of the cost of hiring even one full-time rep.

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