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AI agent for sales development representatives

Cold Call Block Preparation Agent

A ready, verified calling list before every block and clean outcomes logged after it

Sales and outreachSales
See how it worksGet access
Cold Call Block Preparation Agent: what goes in, what the agent does and what you get

What it does

Most SDRs have a set calling block each day, but the list is often stale, half the numbers are wrong and there is no reason ready for each call. This agent builds the next block from your target accounts: it picks contacts by priority, checks phone numbers against the enrichment source and recent bounce or wrong-number logs, and writes a one-line reason to call from recent account signals. After the block it reads your call outcomes, logs them in the CRM, schedules follow-ups and removes bad numbers. If too many numbers fail, it rebuilds the list for the next block with better-verified contacts instead of repeating them. You decide who to call and approve any follow-up email. Edge case: a contact in a region with do-not-call rules is skipped unless there is a prior consent record.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Call block is 30 minutes away 2 USES A TOOL Pull priority contacts and recent account signals 3 USES A TOOL Verify numbers against enrichment data anddo-not-call lists 4 CHECKS THE RESULT Are there enough verified contacts for the block? If not: pull the next accounts on the list and verifyagain. Back to step 2. 5 DOES Write a one-line reason to call for each contact 6 YOU APPROVE SDR reviews and adjusts the list before calling 7 USES A TOOL After the block, log outcomes and schedulefollow-ups in the CRM 8 CHECKS THE RESULT Was the wrong-number rate under the limit? If not: mark failed numbers, switch source for nextblock and note it. Back to step 3. 9 RESULT Logged block with follow-ups and next block ready
Read the steps as a list
  1. Call block is 30 minutes away
  2. Pull priority contacts and recent account signals
  3. Verify numbers against enrichment data and do-not-call lists
  4. Are there enough verified contacts for the block?If not: pull the next accounts on the list and verify again. Back to step 2.
  5. Write a one-line reason to call for each contact
  6. SDR reviews and adjusts the list before callingThe agent waits here for your OK.
  7. After the block, log outcomes and schedule follow-ups in the CRM
  8. Was the wrong-number rate under the limit?If not: mark failed numbers, switch source for next block and note it. Back to step 3.
  9. Logged block with follow-ups and next block ready

How it decides

Contacts are ranked by account priority, title fit and a fresh signal in the last 30 days. Numbers marked wrong twice are removed.

  • A block needs at least 40 verified contacts, default
  • Numbers marked wrong twice are removed from all lists
  • Contacts called in the last 5 business days are skipped
  • Wrong-number rate above 15% triggers a source change

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Block size (default 40 contacts)
  • Wrong-number limit (default 15%)
  • Signal freshness window (default 30 days)
  • Skip period after a call (default 5 business days)

What keeps you in control

It always asks you first

  • Final call list
  • Follow-up emails

Hard limits

  • Never calls or emails a contact on its own
  • Never ignores do-not-call status

It stops when

  • Done: outcomes logged and next list ready
  • Stop: target account list is empty, ask the manager for new accounts

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensBefore the 10 am block on February 12, the agent pulled 55 contacts but only 31 verified numbers. The check failed, so it pulled 30 more from the next tier and reached 44. After the block, 9 of 44 numbers were wrong, 20%, over the 15% limit. It marked them, switched to a second data source for the 2 pm block and the SDR approved 6 follow-up emails.

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