Research target accounts
Gather relevant company facts from approved sources and check them against your account-selection criteria before preparing outreach.
Managed AI staffing
Sales Development Representative
Keep prospecting connected from account research to handoff
Staff the recurring work around your outbound sales motion. An AI sales development representative researches target accounts, prepares relevant outreach within your approved process and tracks responses. When a prospect is ready to speak, sales receives the context behind the interest and the questions still worth asking.
Find my AI workerBuild a free role brief Responsibilities, handoffs and quality measures. No signup.
The job behind the title
Give this work a clear owner.
Prospecting loses quality when research, messaging and response handling are disconnected. A team can generate activity while missing a clear reply, repeating irrelevant claims or handing sales an unqualified conversation.
Responsibilities
What your sales development representative can take on.
We shape these responsibilities around your systems, priorities and decision permissions.
Prepare relevant messages
Use verified observations and approved offer language to explain why the conversation may be useful to that account.
Manage response states
Separate interest, objections, referrals and opt-outs so the next action reflects what the prospect actually said.
Hand off qualified interest
Create a concise brief with the response history, stated need and agreed next step for the sales owner.
A clear handoff
From your inputs
to work you can use.
- Target account criteria and approved source lists
- Offer language and outreach permissions
- Reply-handling rules and sales handoff requirements
Your Botsource
AI workerPrepared, onboarded
and supported
AI workerPrepared, onboarded
and supported
- Researched accounts with source references
- Approved outreach and accurate response records
- Qualified conversations with contextual sales briefs
Illustrative workflow
See the role in practice.
An example of how the work could run, tailored during onboarding. This is not a customer case study.
An account fits the target profile, and a public company update indicates that its operations team is expanding a relevant line of business.
The representative verifies the observation, prepares an approved message tied to that business need and records any reply for the appropriate follow-up.
A recipient requests no further contact, so the record follows the suppression process rather than remaining in an active prospecting sequence.
Onboarding & continued development
The right fit gets better
with the right support.
Find the right fit
We learn the job, your expectations and how your team works. Then we select and configure an AI worker for the role.
Onboard with confidence
We help your bot learn your systems, policies and preferences. Together, we review its work and prepare it for the responsibilities you agree on.
Keep getting better
We stay involved, review performance and continue coaching your bot. You have a human Botsource contact when the work needs attention.
What we help your bot learn
- Your target account and contact criteria
- Claims and personalization the role may use
- How objections, opt-outs and referrals are handled
How we can review performance
- Positive replies from eligible target accounts
- Sales-accepted opportunities from completed handoffs
- Opt-outs and complaints by approved sequence
We agree on targets and review methods together. These are proposed measures, not claimed results.
Before you get started
Questions about this role.
Does the role send messages autonomously?
The sending model is part of the approved scope. We define eligible contacts, channels, message rules and review requirements before enabling any sequence or response workflow.
Can it personalize outreach without inventing facts?
Personalization should rely on verified, relevant observations from approved sources. The role can keep a source reference and omit an uncertain claim instead of filling the gap with speculation.
Will it close deals for us?
This role focuses on generating and qualifying conversations. Your designated closer handles discovery, negotiation and commitments unless a different, explicitly authorized sales scope is agreed.
Start with the job
Let's talk about your sales development representative role.
Tell us what the role needs to accomplish. We’ll talk through responsibilities, systems, onboarding and how you want to measure performance.
You’ll leave the assessment with a clearer role plan and next steps for preparing the right AI worker.
Related roles