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AI agent for sales development representatives

Outreach Metrics Improvement Agent

Improve reply and meeting rates by changing one sequence step at a time

Sales and outreachAnalysisSales
See how it worksGet access
Outreach Metrics Improvement Agent: what goes in, what the agent does and what you get

What it does

SDRs are measured on meetings booked, but sequence reports show only totals, so it is hard to know what to fix. Every Monday this agent breaks results down by sequence, step, subject line, persona and send time. It finds the step with the biggest gap to the team average that has at least 100 sends, since smaller samples are not judged. It drafts one change for that step, such as a new subject line or moving a call earlier, and sets up the test version. Only one change runs per sequence at a time. The SDR approves the change to the live sequence. After at least 100 sends on the new version, it checks whether it beat the old one; if not, it reverts and picks the next weakest step. Edge case: steps with under 100 sends are not judged.

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 Monday metrics review 2 USES A TOOL Pull results by sequence, step, persona and sendtime 3 DOES Compare each step with the SDR and team averages 4 CHECKS THE RESULT Does the weakest step have at least 100 sends? If not: skip it and pick the next weakest step. Back tostep 3. 5 USES A TOOL Draft one change and set up the test version 6 YOU APPROVE SDR approves the change to the live sequence 7 CHECKS THE RESULT Did the new version beat the old one over at least100 sends? If not: revert the change and pick the next weakeststep. Back to step 3. 8 RESULT Weekly outreach note
Read the steps as a list
  1. Monday metrics review
  2. Pull results by sequence, step, persona and send time
  3. Compare each step with the SDR and team averages
  4. Does the weakest step have at least 100 sends?If not: skip it and pick the next weakest step. Back to step 3.
  5. Draft one change and set up the test version
  6. SDR approves the change to the live sequenceThe agent waits here for your OK.
  7. Did the new version beat the old one over at least 100 sends?If not: revert the change and pick the next weakest step. Back to step 3.
  8. Weekly outreach note

How it decides

It picks the step with the biggest gap to the team average that has at least 100 sends, and keeps a change only if it beats the old version over at least 100 sends.

  • Judge only steps with 100 or more sends
  • One change at a time per sequence
  • Revert changes that do not beat the old version

Make it yours

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

  • Minimum sends to judge (default 100)
  • Metric to optimize (reply or meeting rate)
  • Review day
  • Sequences in scope

What keeps you in control

It always asks you first

  • Any change to a live sequence

Hard limits

  • Never edits live sequences without approval
  • Never runs more than one test per sequence

It stops when

  • Done: change kept or reverted
  • Stop: fewer than 100 sends in the week

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 happensStep 3 of a finance sequence had a 0.8% reply rate against a 2.1% team average. The agent drafted a new subject line, and the SDR approved it. After 240 sends the new version reached 1.9%, so it was kept. Two weeks later a change to step 5 reached only 1.1% against 1.3%, so that check failed. The agent reverted it and moved to step 2.

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