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SDR Agent

Every booking arrives with a custom proposal already drafted.

Replaces a $75K/yr BDR
~20 hrs/weeksavedOn booking
n8nCalendlyAirtableGeminiBrevo

Use different tools? Every integration is swappable — this is a pattern, not a product.

See Your Version in 30 MinutesFree discovery call. No pitch. 3 slots a week.

An AI-powered sales development rep that handles the entire top-of-funnel. A prospect books a call — the system researches their company, writes your discovery brief, drafts a tailored proposal, and updates your CRM. Before the meeting starts, you already know what to pitch and how.

The Build

SDR Agent n8n workflow diagram

How It Works For You

1
A booking landsCalendly fires the pipeline the second they book
2
It does the homeworkAI researches their company and background
3
It writes your briefDiscovery notes + talking points, waiting in your inbox
4
It drafts the proposalTailored deck generated from the research
5
It updates the CRMEverything logged — nothing falls through the cracks

What You Get

  • Every booking triggers prospect research
  • Custom proposal drafted before the call
  • Talking points waiting in your inbox
  • Full audit trail in your CRM

This Works For

B2B SaaSAgenciesConsultingProfessional Services
Mike Soto

Built by Mike Soto

20 years as a systems operator. I don't sell automation — I build systems that survive contact with reality. Every build on this page runs in my own business before it ever touches yours.

Before You Book

How long until this is running in my business?

2–3 weeks for most builds. We lock the scope on the discovery call, I ship the core pipeline in week 1, and we stress-test it in week 2.

What if I use different tools than the ones listed?

Swap any integration. Every build is a pattern, not a product. Different CRM, email tool, or database — tell me on the call and we map the substitution.

Do I need a technical team on my end?

No. I build it, you run it. If you eventually want to hand it off to your team, I document every node so a mid-level ops person can maintain it.

What happens on the discovery call?

30 minutes, no pitch. I diagnose your current setup, point to where the friction actually lives, and map what a custom version of this build looks like for you. If it's not a fit, I'll tell you.

Michael mapped our entire workflow, identified 14 hours of weekly manual work, and automated it in under two weeks. We went from drowning in spreadsheets to a system that runs itself.

via Client Engagement
See the full case studies
BOOK YOUR FREE DISCOVERY CALL

Let's map your version of this.

30 minutes. No pitch. I'll diagnose where your current setup is lying to you and show you exactly what a custom version of this build looks like for your stack and workflow.

Ships in 2–3 weeksCustom to your stackNot a fit? I'll tell you
Book Free Discovery CallOnly 3 discovery calls per week
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