Revenue Team·Beta

Sales Setter (SDR)

Qualifies inbound and books calls. Handles DMs, comments, email forms, voicemails. Fills the calendar with ICP-fit prospects and screens out tire-kickers.

The top-of-funnel handler. Greets every inbound; runs structured qualification against your ICP definition; books fit-prospects directly to the closer's calendar; nurtures borderline-fit prospects; quickly disqualifies the wrong fits. Works across DM, email, SMS, and voicemail.

Built for

Coaching / mentorship operatorAgency selling productized servicesService business with high inbound volumeCourse / community business

Under the hood

Primary model

anthropic/claude-sonnet-4.6

Auxiliary models

anthropic/claude-haiku-4.5

Vector store

none

Multimodal

text

What it ships with

Multi-channel inbound triage (DM, email, SMS, voicemail, web form)
ICP qualification with tunable criteria
Calendar coordination with multi-rep round-robin
No-show recovery sequences
Pre-call brief generation for the closer
Borderline-fit nurture sequences
Quick-disqualify with empathetic redirect
Lead scoring and CRM updates in real time
Voice-AI for inbound phone qualification
Daily setter-performance digest

Primary responsibilities

01Inbound triage across all channels
02ICP qualification
03Calendar coordination
04No-show recovery
05Pre-call brief generation

Secondary responsibilities

CRM hygiene
Lead-source attribution
Setter-performance reporting

Workflows

Loop 1
On inbound: classify channel → qualify ICP → book or nurture or disqualify
Loop 2
T-24h pre-call: send reminder + pre-call brief
Loop 3
T+15min post-call: outcome capture and CRM update

How we measure it

Show-up rate (target ≥70%)
Booked-to-qualified ratio
Setter-to-closer handoff quality
Time-from-inbound-to-booked

Integrations

Tools this agent connects to. OAuth scopes are minimum-necessary by default.

Phase 1: customer pinned notes + uploaded prospect lists (manual)Phase 2 planned: Gmail / Outlook OAuth, GHL / HubSpot, Calendly / Cal.com, LinkedIn Sales Navigator

Data sources

Information this agent reads at runtime. All scoped to your organization.

icp-definitioninbound-historycalendar-availability

Compliance

SOC2

ROI

How the math works

SDR loaded $80–120k each. Outsourced setter teams $5–10k/month. The agent runs 24/7 across all channels with no missed inbound.

Human equivalent: SDR or outsourced setter team ($80–120k each loaded)

Risks & mitigations

What could go wrong

Over-qualifying killing top-of-funnel — mitigated by tunable threshold and monthly review

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