More qualified meetings from the reps you already have
We find where your SDR pipeline leaks, ship the fix into the sequencer and dialer your reps already use, and count the meetings that became opportunities.
What you're after
More qualified opportunities per rep
More meetings that turn into pipeline, from the same headcount.
Your average reps working like your best one
Most teams have one rep who books far more than the rest. Closing that gap is often the fastest win.
A number your CRO believes
Meetings that became opportunities, read against accounts held back.
Why AI SDR tools haven't moved the number
- AI SDR platforms: an agent pointed at a list
- Meeting factories: lists and sequences, measured on meetings booked
- Headless workflows nobody on your team can change
- Start from where your meetings are actually lost
- Your positioning, your best rep's playbook, your data
- One approved argument per account, so you control what SDRs say
One play we'd run for sales development
Illustrative. Companies, people and numbers are fictional. The SDR team's revenue play at Northwind, which sells route-planning software to logistics companies.
| Part | What it looks like |
|---|---|
| Who → action | Tier-1 accounts with a new VP Operations in the last 90 days → two of the buying group take a first meeting |
| The moment | Target → meeting → qualified opportunity |
| Agents read first | Past deals and calls, the signal with its source and date |
| The argument | Peak-season readiness: missed deliveries and overtime |
| Your team approves | The SDR approves the account argument and every tier-1 first touch. Follow-ups inside that argument release once they pass the checks. |
| How it's read | Days: signal to first touch in under a week. Weeks: meetings per 100 accounts, 1.4 toward 3. Decided on qualified opportunities, against accounts held back at random. |
What the SDR sees at 8:00
Illustrative. Companies, people and numbers are fictional.
queue: Tuesday · 6 tier-1 accounts · each first touch needs you
Hartwell Freight · new VP Operations, 41 days in (source: LinkedIn)
argument: peak-season readiness · you approved it Monday
email to the VP · waiting for you
note to the Director of Fleet · waiting for you
checks: facts cited, no new claims, inside the argument
Every rep should be a manager. No first draft should start from a blank chat window. Nothing reaches a tier-1 account until the SDR says yes.
How we get you there
- Step 011
Connect your data
Pull the CRM, sequencer, dialer and call recordings into one place you own, so every touch and outcome sits in one table.
- Step 022
Prioritize by revenue impact
Map what your reps actually do, find where leads stall, and compare your best rep to the rest. Write the prediction down.
- Step 033
Ship into the tools your team uses
Put the fix where reps work: prioritized accounts, more phone numbers, research and drafts inside the sequencer and dialer.
- Step 044
Keep improving
Read opportunities against accounts held back in the same weeks. Keep, change or retire the play, then find the next leak.
Jobs we take on for SDR teams
All 5 shipped for clients
GTM AI Bootcamp
Start with a bootcamp. Within 4 weeks your SDRs run one play on tier-1 accounts, built on your data with your reps and read against accounts held back. Your side is read-only access and two sessions a week. We build it. $5,000 for the first five teams, then $10,000, credited toward Implementation if you continue.
Before you book
Will this replace my SDRs?
No. Agents research and draft. SDRs keep the conversations, the dials and the say on what goes out.
We bought an AI SDR and it booked junk meetings.
That happens when the count stops at the calendar. We count meetings that became opportunities, against accounts the play didn't touch.
We only have eight SDRs. Can you read anything?
Usually. The read depends on how many accounts the play reaches, not how many reps you have. We size it on the call. If your volume can't support a read against held-back accounts, we say so before launch and judge the play on its leading metric.
Our ops team already builds in Clay.
Your tables stay. We add the step before them and the read after. What we add for builders.
What do you need to start?
Read access to the CRM, sequencer and calls, or exports, plus 10–30 deals that did and didn't advance. We'll walk your security team through access before kickoff.
See where your SDR pipeline leaks
30 minutes. Bring last quarter's meetings and the opportunities they became.
Book a call