AI Employee Roster · Sales

The AI SDR

The prospecting work, done — and your reps in the conversations that close.

Most of a sales development rep's week goes to research, writing, follow-up, and CRM updates. The AI SDR takes on that prospecting work: it studies your target accounts, notices when one shows interest, drafts outreach from real context, and keeps every follow-up on schedule.

Configured to your ideal customer, offer, and voice. Working alongside your account executives, who own every relationship and approve what goes out.

See what it could do Call 888-421-5550
Or see a typical day
An account executive reviewing a short list of target accounts on a laptop in a bright Miami sales office
AI SDR
[email protected]
Connected to your CRM Drafts for rep review
Identity
Its own name and sales inbox
Works with
Your account executives
Available
Researching around the clock
Starts in
Supervised mode
Trained on
Your ICP, offer, and voice
Part of the team

A prospecting teammate, not a mass-email tool

Your AI SDR works inside the CRM and inbox your team already uses. It can have its own name and sales address, take instructions from your reps, and leave a visible record of every account it researched and every message it drafted.

Your reps see who it is watching, what it drafted, and what is waiting on their approval. When a prospect replies, the conversation goes to the rep who owns the account — with the research and the history already attached.

  • Who it researched
  • What it drafted
  • What needs a rep
Account: Regional distributor
Account executive to [email protected]
Find out who runs operations there and draft a first note about their new warehouse.
AI SDR reply
Brief and draft attached. The operations lead is listed on the company site and their recent announcement. One thing to confirm before it goes out:
This company is already a customer of our partner. Should we contact them directly?
Review draft Answer question
Illustrative example of an instruction and reply
What the research shows

Prospecting is becoming machine work — relationships aren't

40+

buying signals are monitored by HubSpot's Prospecting Agent — a sign of how much prospecting research is now machine work.

Source: HubSpot
Sales

and marketing is where survey respondents most often report revenue gains from AI, according to McKinsey's 2026 State of AI.

Source: McKinsey

What your AI SDR can do

Five kinds of prospecting work that fill a rep's week — each one inside the limits your team sets.

01

Research target accounts and the people who buy

Good outreach starts with homework: what the company does, what has changed recently, who makes the decision, and why your offer might matter to them now. That homework is exactly what gets skipped when a rep is busy.

Your AI SDR researches each target account against your ideal customer profile and writes a short brief: who they are, who to talk to, and the one or two reasons a conversation could make sense. Your reps start from a brief instead of a blank search bar.

Account brief
Matches your ICP
  • Company
    Mid-size distributor, three locations, growing
  • Who to talk to
    Head of operations · likely decision-maker
  • Why now
    Announced a new warehouse; hiring for operations
  • For the rep to check
    Existing relationship through a partner
02

Notice when an account shows interest

Timing matters more than volume. A company that just opened a location, changed leadership, or keeps returning to your pricing page (where your website analytics can show it) is worth a call this week — but nobody has time to watch hundreds of accounts every day.

Your AI SDR watches the signals you care about across your target list and puts the accounts that moved at the top of the day's list, each with the reason it surfaced.

You choose the signals. It shows its reasoning, so reps can judge whether the timing is real.

Signal watchlist
Illustrative
  • Opened a new location
    Contact this week News
  • Returned to your pricing page
    Contact this week Website
  • New head of operations hired
    Worth a note People change
  • Existing customer of a partner
    Held for the rep to decide
03

Draft outreach from real context — never spam

Generic outreach sent at volume is the fastest way to burn a market and damage your brand. Personalized outreach works, but writing it takes time reps rarely have.

Your AI SDR drafts each message from the account's brief, your positioning, and your voice — then puts it in front of the rep who owns the account. The rep approves, edits, or skips. Volume stays within the limits you set.

No context, no message. If it can't find a real reason to reach out, it says so instead of sending a template.

First touch — draft
Awaiting rep approval
Account brief Your positioning Your voice
Approve Edit Skip
Within your limits
Daily sending cap and do-not-contact list applied before anything reaches review.
04

Keep every follow-up on schedule

Most conversations don't start on the first message. They start on the third or fourth — the follow-ups that slip when a rep's week fills up.

Your AI SDR keeps the cadence your team designed, drafts each follow-up with something new to say, and stops the moment a prospect replies, opts out, or a rep takes over.

A reply always goes to a person. Opt-outs are honored immediately.

  1. Touch 1 · sent after rep approval

    A note about their new location.

  2. Touch 2 · something useful

    A short resource relevant to their situation.

  3. Prospect replied
    Sequence stopped

    Routed to the account executive with the history attached.

Illustrative cadence

05

Keep the CRM current and prepare every meeting

Reps hate data entry, so CRM records go stale — and stale records make every forecast and handoff worse.

Your AI SDR logs every touch, updates contacts and account notes as it learns, and when a meeting is booked, prepares a one-page brief: who is attending, what the company is dealing with, and what has been said so far.

Meeting prep
Tomorrow · discovery call
Who is attending
Roles and what each cares about
What they're dealing with
From the account brief
What's been said so far
Every touch, in order
CRM updated
Contacts, notes, and next step logged

Picture this working on your pipeline

Tell us who you sell to and where prospecting stalls. We'll show you what an AI SDR configured for your market would take on first.

Talk to BASG Call 888-421-5550
A typical day

See it in a typical day

From the morning call list to the meeting booked after everyone has gone home.

A small sales team reviewing the day's priority accounts together at a standing desk
7:30 a.m.
The call list is ready before the first coffee
An account executive greeting a prospect at the start of an in-person meeting
The next morning
Your rep walks in prepared
  1. 7:30 a.m.

    Today's call list is ready.

    Accounts that showed a buying signal overnight are at the top, each with a short brief on why now and who to contact.

  2. 10:00 a.m.

    Drafts wait for a rep's yes.

    Personalized first touches, built from each account's real context, sit in the review queue. The rep edits, approves, or skips.

  3. 2:00 p.m.

    A prospect replies with a question.

    It recognizes a pricing question, stops, and routes the thread to the account executive with the background attached.

  4. After hours

    A meeting gets booked.

    A prospect accepts a time. It logs the meeting in the CRM and prepares a one-page brief for the rep's morning.

Each step can be configured around how your sales team actually works.

Map out your sales day with us Call 888-421-5550

Your team sets the boundaries

The AI SDR starts with supervised work. Autonomy is something your team grants, one proven routine at a time — never something it takes.

How responsibility can grow
Illustrative · pace set by your team
Supervised-first autonomy for the AI SDR A stepped chart. Independent steps start at a supervised baseline where every message is approved by a rep. The team can expand scope to proven routines, then to more routines with oversight and an activity record. A band at the top marks negotiation, pricing, commitments and relationship ownership, which always stay with your reps. Negotiation, pricing, commitments, relationships Always owned by your reps Supervised every message approved Proven routines team opts in, step by step Expanded routines with oversight + activity record AS WORKFLOWS PROVE RELIABLE → STEPS IT MAY TAKE ALONE

Your team decides

Four controls, set by you and changeable at any time.

  • Who it may contact
    Your ideal customer profile, territories, and the accounts that are off-limits.
  • How much it may send
    Daily volume limits per rep and per domain, so outreach never turns into spam.
  • Who approves outreach
    Which messages need a rep's sign-off before they go out — at the start, all of them.
  • When it hands off
    Replies, objections, pricing, and anything that sounds like a buying conversation go to a person.

Want to talk through targeting and approvals?

We'll walk your sales leaders through who the AI SDR would contact, how much it would send, and what always comes to a rep — before anything is switched on.

Ask about boundaries Call 888-421-5550
Configured, not generic

Built for your market, not a generic outreach tool

The difference between outreach people ignore and outreach that starts conversations is context: who you sell to, what problem you solve, what changed at the account, and how your best reps actually write.

BASG configures the role from your ideal customer profile, positioning, and the outreach that has worked for you, and can learn from the way your best reps research and follow up. When a rep rewrites a draft, that guidance can be incorporated going forward.

Configure, work, review, refine: the AI SDR improves with your reps' feedback Your team's way of selling Configure Work Review Refine
Mass-email tool
AI SDR
  • Writes the same template to everyone
    Drafts from each account's real context
  • Sends as much as it can
    Sends within the volume limits you set
  • Guesses who to contact
    Targets your ideal customer profile
  • Leaves the CRM to someone else
    Logs every touch and keeps records current
  • Answers pricing questions on its own
    Hands buying conversations to your reps
The result: an AI employee that prospects the way your best rep would, if they had the time.

What could your team hand off?

The right starting point depends on where prospecting stalls. For one team it's research; for another it's follow-up. Most start with one.

Start here? · 01

Account research

Briefs on target accounts and buyers, so reps walk into every conversation prepared.

Start here? · 02

Signal monitoring

A daily list of accounts showing interest, with the reason each one surfaced.

Start here? · 03

First-touch outreach

Personalized drafts in your voice, reviewed by a rep before anything is sent.

Start here? · 04

Follow-up & CRM upkeep

Follow-ups kept on schedule and every touch logged, without reps doing data entry.

Let's find the prospecting work your reps never get to — and design an AI SDR around it.

Talk to BASG about an AI SDR Call 888-421-5550

AI SDR — Common Questions

What sales leaders ask before bringing an AI employee onto the team.

Question we didn't answer?

Call and ask. You'll speak with someone who can explain how the AI SDR would work for your sales team.

Send us a question Call 888-421-5550
The AI Employee roster

Other roles on the team

See the full roster
Law firms
The AI Paralegal
Service teams
The AI Customer Support Agent
Marketing
The AI Marketing Coordinator
IT teams
The AI Service Desk Technician

Want the bigger picture first? See how BASG designs, secures, and integrates AI across the business in enterprise AI solutions.

Talk to BASG about an AI SDR

Tell us who you sell to and where prospecting stalls. We'll show you what an AI SDR configured for your market could take on first.

Talk to BASG 888-421-5550

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