AI SDR Strategy & Tech Stack Recommendation Report

I will assess your outbound sales process and deliver a written AI SDR strategy report covering the right automation level for your ICP and market, the optimal tech stack (enrichment, sequencing, personalisation, and CRM tools), what should be fully automated versus human-reviewed, and a phased implementation roadmap. AI SDR implementations that automate everything without human review consistently damage sender reputation and prospect relationships in markets where buyers are saturated with AI outreach — those that automate too little deliver no measurable efficiency gain — the right calibration is ICP and market specific and should be determined before any tool is purchased.

The report covers your ICP and outbound motion assessment, automation level recommendation, tech stack comparison (Clay, Smartlead, Apollo, Instantly, and custom options), sequence and personalisation strategy, CRM integration approach, and a phased implementation roadmap.