Templates

Ultimate SDR

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This workflow is a comprehensive, AI-powered system designed to capture sales leads, analyze them, and engage with them through personalized email sequences. Its purpose is to automate the sales process, reduce human effort, and improve conversion rates. We also have a caller feature in the extended version of SDR.

How It Works:

Lead Capture & Preparation

  • A website form submission (via n8n Form Trigger) kicks off the workflow.

  • Lead data (name, email, job title, etc.) is collected and standardized.

  • A unique leadId is generated for tracking.

Email Validation

  • Email is verified using the Reoon API.

  • If valid: workflow continues.

  • If invalid: lead is flagged, a Slack alert is sent, and the process halts.

Company Research & Enrichment

  • Company website is scraped (via Apify) for contact and business data.

  • URLs and data are parsed, structured, and aggregated.

  • If available, LinkedIn profile and recent posts are scraped.

  • OpenAI analyzes all sources (site + LinkedIn) to extract key insights: mission, offerings, audience, etc.

  • Data is merged into a structured, human-readable company profile.

Behavior Analysis & Email Sequence Generation

  • AI analyzes lead behavior: pain points, decision style, and communication tone.

  • OpenAI generates a tailored 3-email nurturing sequence (subject lines, copy, CTA, psychological triggers).

  • The first email is converted into responsive HTML and sent.

  • All data is logged in Airtable: lead profile, email content, and sales stage.

Reply Handling & Automated Follow-ups

  • Replies are monitored via Gmail Trigger.

  • Lead is matched in Airtable; current stage is checked.

  • AI generates personalized replies based on context and template logic:

    • Stage 1 reply → Send 2nd email.

    • Stage 2 reply → Send 3rd email.

  • Each response is saved to Airtable, updating the lead’s status and stage.

Scheduled Follow-ups for Silent Leads

  • A daily trigger checks Airtable for non-responders.

  • If 4+ days have passed since the last email:

    • Stage 1 → Send the 2nd email with a fresh subject line.

    • Stage 2 → Send the 3rd email with a new subject.

  • Emails are formatted, sent, and logged.

Airtable updates the lead’s stage and reply status accordingly.

 

Use Case:

  •  Lead Generation & Capture

  •  Lead Approach via Form-Triggered SDR Initiation

  •  Lead Enrichment (Company + Contact Intelligence)

  •  Lead Profile Scraping & Summarization

  •  Lead Behavior Analysis

  •  Personalized Email Campaign Generation

  •  Smart Follow-Up & Reply Handling

  • Scheduled Re-engagement for Non-Responders

Tools Used:​

  • n8n – Workflow automation platform powering the entire process

    • Reoon Email Verifier – Validates email addresses to filter out invalid leads

    • Apify – Web scraping tools for:

      • Contact Info Scraper

      • LinkedIn Profile Scraper

      • LinkedIn Post Scraper

    • OpenAI GPT Models (gpt-4o, gpt-4o-mini):

      • AI Sales Psychologist – Analyzes lead behavior & psychology

      • AI Email Strategist & Copywriter – Generates 3-step email sequences

      • AI SDR Assistant – Crafts personalized reply emails

      • HTML Email Converter – Converts plain text to styled responsive emails

      • Web Intelligence Analyst – Extracts website purpose & positioning

      • Data Analyst – Builds a structured, readable company profile

    • Airtable – Stores and manages all lead, email, and stage data

    • Gmail – Sends and receives personalized emails

    • Slack – Sends notifications for invalid emails or failed verifications

terprise-level data integration. Advanced security and compliance features. Large-scale deployment strategies. Complex analytics and reporting

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