One Agent Replaces Half an SDR Team: Full Lead-Research-to-Email Workflow
tibo_maker · x · 2026-10-23
A Squad user says a single agent replaced half of his SDR team. The exact workflow shared for copying:
- Agent wakes on every new lead (signup, lead magnet download, or form fill)
- Checks email domain: personal emails like Gmail are skipped, company domains proceed
- Researches the company via its website, founders' LinkedIn/X and public data to determine what they do, team size, decision-maker and likely needs
- Scores the lead against the ideal customer profile and picks the email angle
- Saves everything to CRM or a sheet so nobody gets researched twice
- Sends the rep a short brief (who they are, which tool they likely pay for) instead of a data dump
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