💡 What are SDR Agents? “SDR-Agent” is a term we at Peakora started using to describe fully automated workflows that identify an intent signal from a potential buyer, enrich the data, and directly send the person a personalised and relevant message over email and/or LinkedIn.

‍

🔎 The Problem & Opportunity

I love sales. But I hate doing manual research. While Clay gathers the data for me today, I still need to look up websites and people’s LinkedIn profiles to prepare for the meeting.

Who can relate?

Per week, I would spend the following time on it:

• Time for qualification and preparation per Discovery Call: 30min
• Time per call: 30min
• #Calls per week. 8, out of which 2 turn out to be no fit
• Total time spent: 8x30+8x30 = 8h for 6 good calls

➡️ 1 day effort for 6 good Discovery Calls. That sucks… Read here how we brought this down to only 3.5h per week:

‍

👟 The Step-by-Step Solution

1. Capturing the Lead and feeding it into your CRM

The lead signs up on your website for a call / uses your meeting link / or the lead is manually logged. Whatever you do, make sure the lead is automatically added to your CRM when a call is booked. Basics.

‍

2. Send it to Clay for Enrichment

From your CRM, in our case HubSpot, you can send the data to Clay. You can either do this with a direct integration between Clay and HubSpot or you can use a webhook. As a direct integration requires a Clay Pro Account (see more info below), we show the path by webhook:

‍

💡HubSpot x Clay Integration

This is only possible with a Clay Pro Account. As Peakora is an enterprise partner of Clay (1st in Europe! Only one in DACH), we can unlock the integration for you for free, although you are only on an Explorer plan.

Talk to us!

‍

3. Enrich the needed information with Clay

In Clay, we defined the exact data points we want to have per contact and company, and the data is enriched.

‍

4. Lead Qualification with Clay

Based on the enriched data points and our criteria for our own Ideal Customer Profile, which we programmed into Clay, Clay can tell us directly if a contact is a fit or not. If yes, we have the call. If no, we decline the call, and a friendly email is sent.

➡️ 2 hours saved per week!

”Oh no, isn’t this super unfriendly?” Not at all. This is an example email we send, and most people respond by thanking me for saving them time. And most often, I even refer them to a partner of ours, where they are served better:

‍

5. Create a Discovery Note for Sales

With the direct integration, the enriched data is synced back, directly updating the properties in HubSpot. But for me as sales I don’t want to look up data even in HubSpot; I want to have everything prepared for me so I can only skim one note and see what’s up.

🗒️ To create a note in HubSpot, we use Make.com. With a webhook, Make gets the data from Clay, and we design a Note which then is directly inserted on the contact in HubSpot with all the info I want:

🗒️ Disco Note in HubSpot:

‍

6. Prepare for the call in only a few minutes

I can now only read this Note and see exactly what’s up. It takes me 5 minutes instead of 30 to go through the entire process.

Additionally, I can also edit the note before the call with additional insights I found, and into the same note, I add my default Discovery Script, which I use for my discovery call.

I end up having the entire call documented in one note, with all the info I need (and yes, I’m no fan of AI-Meeting note takers - Great for recording, bad for concise summaries):

‍

👉🏻 Summary and Result

🚨 Before:

• 8h for 8 calls, out of which 2 were no fit —> 8h for 6 good calls

After

• 8 call requests out of which I accept 6 —> 30min x 6 calls = 3h for calls
• 5min preparation per call = 5*6 calls = 30min

🔥 Now I spend 3.5h for 6 good calls instead of 8 hours. That’s more than half a day I win back for other CEO stuff. Imagine your entire Sales Team is equipped with this and just becomes 50+% more efficient…