Sales Development Rep Agent

byHelmSales

Pipeline filled, leads qualified, follow-ups done.

Works with

Gmail

LinkedInAApolloCClay

Overview

The Sales Development Rep handles top-of-funnel work: it qualifies inbound within minutes, researches and drafts personalized outbound, follows up on no-replies, and keeps the CRM clean. It grounds personalization in your closed-won patterns and public data, reports in Slack, and sends within the limits you set.

What it does

What it takes off your plate.

Outbound prospecting

Researches accounts, finds the right contact, and drafts specific first-touch outreach that references real signals, not mail-merge fields.

Lead qualification

Qualifies inbound within your SLA: checks ICP fit, enriches the contact, and sets the deal stage. Flags poor-fit leads.

Pipeline progression

Moves early-stage deals forward, books discovery calls, and re-engages no-replies with a fresh angle.

CRM hygiene

Deduplicates contacts, fills missing fields, and updates stale pipeline so the data stays trustworthy.

Example tasks

Things you can hand it.

Qualify every form submission within 30 minutes: check fit, enrich the contact, set the right deal stage.
Draft personalized first-touch email for a new prospect using public company information.
Follow up on a Day-3 no-reply with a different angle.
Book a discovery call when a prospect agrees to next steps.
Enrich new contacts with company, role, and firmographic data via connected integrations.
Sequence outbound across email and LinkedIn at a cadence defined by account tier.
Flag inbound leads that don't match your ICP so the team doesn't waste time on poor fits.
Surface accounts from the CRM that match the pattern of past closed-won deals.
Reply to "not right now" responses and schedule a re-engagement cadence 90 days out.
Draft a summary of today's inbound activity for the sales channel.
Update stale pipeline: move deals with no activity in 30 days to appropriate stages.

How it works

Connect once, then read Slack.

1
Connect
We set the agent up on your CRM and pipeline and connect your outreach and enrichment tools.
2
Qualify
It qualifies inbound fast and pulls target accounts matching your closed-won pattern.
3
Reach out
It drafts specific, personalized outreach and follows up on a cadence set by account tier.
4
Report
It posts a daily inbound and pipeline summary to Slack. Every send shows on the contact timeline.

Tiers

Start where you're comfortable.

Same agent, three levels of control. Moving up is a settings change, not a new setup.

QA

The agent reviews; your team acts.

Read-only access to your CRM and pipeline.
Qualifies and ranks inbound and target accounts.
Drafts and recommendations in Slack.

Managed

The agent drafts, you approve, the agent sends.

Everything in QA.
Drafts first-touch and follow-up outreach.
Sends only after you approve.

Full

The agent runs the work; you set the limits.

Everything in Managed.
Auto-qualifies inbound and runs sequences.
Escalates high-fit accounts to a human closer.

FAQ

Common questions.

What do I need to get started?

A Helm workspace with your CRM and pipeline, and a Slack channel. Gmail, LinkedIn, Apollo, and Clay are optional for outreach and enrichment.

Does it replace a human SDR?

It handles the qualification, first-touch, and follow-up work that fills most of an SDR day, faster and with better personalization. Teams pair it with a closer for discovery and negotiation.

How does it personalize outreach?

It reads your CRM for relationship context, your closed-won deals for what works, and public data on the prospect via connected integrations. Output references specifics, not generic openers.

Will it send on its own?

Most teams run Auto for inbound qualification (reply speed matters) and Suggest for outbound until the voice is tuned. Every send is visible on the contact timeline.

How do the tiers work?

QA qualifies and recommends. Managed drafts and sends after approval. Full auto-qualifies and runs sequences. Moving up a tier is a settings change, not a new setup.