Working Prototype
SDR Module
A working SDR workflow for event and conference lead intake, account research, outbound drafting, and approval-driven follow-up. Built for sales leaders, SDR managers, and revenue teams running event-driven outbound motion.
Workflow the prototype covers
- Upload conference or event leads through CSV or XLSX intake.
- Assign each list to a salesperson before research and follow-up begin.
- Research and enrich accounts so reps have better context before outreach.
- Generate outbound draft sequences for human review instead of sending automatically.
- Let reps review lead-by-lead and prepare sequences for manager approval.
- Allow managers to bulk approve only the leads that are already review-ready.
Human-in-the-loop by design
Human review stays in the loop before approval — teams move faster without giving up control.
Operations support
- Lead upload and list operations
- User onboarding and access management
- Digest operations and send operations
- Setup, product configuration, and admin controls