‍🔑 What Are SDR-Agents?

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

These agents can e.g. monitor job changes, new hires, fundraising rounds, and other signals to identify companies that are expanding or restructuring and thus show strong indicators of potential sales opportunities.

What sets SDR-Agents apart is their ability to not only automate lead qualification and meeting scheduling, but also personalize outreach. By leveraging intent data, these agents craft highly tailored messaging that addresses the specific pain points and needs of each prospect. Whether it’s offering a solution for a new team in need of tools or addressing challenges arising from recent organizational changes, the messaging is always spot-on and timely.

By automating repetitive tasks and delivering personalized communication, SDR-Agents ensure your pipeline stays full of high-quality, sales-ready leads—all while freeing up your team to focus on building relationships and closing deals.

What was done with 10 SDRs in the past, can now be fully automated.

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💰 How to monitor newly funded companies

Nowadays there are some specialised platform such as Pitchbook or Dealroom that notify you when company recently raised some funds. But they are expensive and not worth paying for if there is no other reasons why you should use them.

The following SDR Agent is built based on some public information that can easily be found online and that you can setup not just for this kind of intent signal but also for some other custom ones.

The process consists mainly of

• Finding an online source that publishes fundraising updates regularly
• Tracking these updates
• Pushing fundraising news into a Clay table
• Enriching the company further and finding the right person to outreach

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Step 1: Identifying Fundraising Announcements

🚨 Trigger:

1. Find an online source that publishes fundraising news regularly, like https://www.deutsche-startups.de/ressort/deals/ or Startupticker
2. Capture the RSS Feed (you can use an app like rss.app to create one) to track when a new article is published.

📢 Why Fundraising? Companies that raise funds are typically scaling fast, which makes them prime prospects for outbound outreach. They’re actively looking for solutions to accelerate growth.

💡 TIP: Leverage the “reconnect” angle by emphasizing that they’ve worked with you before or previously shown interest in your service.

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Step 2: Data Sent to Clay via Webhook

🔌 Automated Data Push: Once a fundraising announcement is detected, push the information via a Webhook (company name, funding details, etc.) to a dedicated Clay Table.

Why This Matters: This enrichment step gives us detailed information on the company and the decision-makers, ensuring we’re always reaching out to the right person at the right time.

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Step 3: Enriching the Lead Data

🧠 Clay’s Power: Clay goes above and beyond by pulling in relevant data from various sources:

Enrich the company data, identify the key decision-maker (typically the CEO or founder), and gather sufficient information to qualify the lead for campaign enrollment.

1. Google Search: Ensures we have the latest news about the company.
2. LinkedIn Search: Identifies key decision-makers at the company.
3. Databases: Provides additional details about the company’s industry, size, and leadership team.
4. ChatGPT: Gathers insights from social media posts and news to understand the company’s challenges.
5. You can automate messaging directly in Clay using AI enrichment and the gathered information.

💡 TIP: Leverage the “reconnect” angle by emphasizing that they’ve worked with you before or previously shown interest in your service.

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Step 4: Pushing Data into HubSpot CRM

📲 Instant Integration: Once the data is enriched, it’s automatically pushed to our HubSpot CRM.

• Slack Notification: Sales is notified via Slack whenever a newly funded company is ready for outreach.
• Why CRM Integration? This ensures that our sales team is notified immediately about high-intent leads, and they don’t miss an opportunity.

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Step 5: Enroll Lead into Outreach Sequence

📬 Automation with a Personal Touch: The lead is automatically enrolled in a customized outreach sequence. If the sales rep wants to personalize further, they can manually adjust the messaging.

💡 TIP: Personalize the email subject lines and body to reflect the company’s recent funding.

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Step 6: Send the Right Message at the Right Time

🚀 Instant Outreach: Whether automated or manually customized, the email goes out to the prospect, speaking to their immediate growth needs.

Why This Works: The timing (right after the fundraise) and personalization make this messaging far more likely to get a response.

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🌟 Ready to Scale Your Sales Operations?

Implementing AI-powered outbound isn’t just about working smarter; it’s about scaling your outreach with better targeting and increased conversions. Start automating your outreach today and book meetings while you sleep!

👀👇 Watch the video below for more insights