FlowOps Β· AI SDR & Cold-Outreach AgentFinds the right prospects, writes personalized outreach, handles replies, and books meetings, on its own
Client Demo Β· placeholder brand Β· self-contained, no live API

An AI SDR that books meetings, without the spam, the burnout, or the lawsuit.

A human SDR costs $5-8k/month all-in and ramps for a quarter. This agent does the tedious 80%, building the target list, researching each prospect, writing genuinely personalized outreach, running the follow-ups, classifying every reply, and hands a warm, briefed meeting to a human closer. It never sells and never closes; it books. And it's built so you don't get blacklisted or sued doing it.

6stages: target β†’ research β†’ sequence β†’ reply β†’ book β†’ handoff
0fully mapped situations
11deliverability & compliance checks before every send
0meetings closed by the agent, it books, humans close

1 The outbound motion, end to end

🎯
Target
Build & score the ICP list; prioritize by fit
πŸ”Ž
Research
Enrich, verify the email, find a real hook
βœ‰οΈ
Sequence
Personalized multi-touch, intro β†’ value β†’ breakup
πŸ’¬
Reply handling
Classify: interested Β· objection Β· not now Β· referral
πŸ“…
Book
Propose times, book on the AE's calendar
🀝
Handoff
Brief the human closer; log to CRM

2 Why it's built this way, the rationale

The high-leverage choices below reflect outbound & deliverability best practice BENCHMARK; everyday spacing is standard sequence practice STD. Treat any percentages as directional, validate against your own send data.

πŸ”Ž Relevance beats volume

Cold outreach fails on relevance, not effort. The agent researches a real trigger (a raise, a hire, a CRM switch) per prospect, and refuses to send generic spray when it can't find a genuine angle. Quality protects your reputation.

BENCHMARK

πŸ“¬ Deliverability is survival

Verify before sending, skip risky addresses, throttle volume per domain, and auto-pause if bounce/complaint rates spike. One blacklisted domain ends your outbound, the agent guards it like an asset.

BENCHMARK

πŸ” Follow-up is where deals leak

Most replies come on touch 2-4, yet humans forget to follow up. The agent never does, and the moment a human replies, it stops the sequence and hands off, so nobody gets a robotic bump mid-conversation.

BENCHMARK

🎯 Trigger-based timing

Reaching a prospect right after a funding round, a key hire, or a tooling change lands far better than a random cold touch. The agent watches for those signals and times outreach to them.

STD

🀝 Book, don't sell

The agent's job ends at a booked, briefed meeting on a human AE's calendar. It never negotiates, prices, or closes, that keeps a human in every deal and avoids the agent over-promising.

STD

♻️ Polite persistence, then stop

A capped sequence ending in a graceful breakup, plus reason-based nurture for "not now". No endless bumping, over-contacting is how you become spam.

STD

3 The guardrails, what keeps outbound safe & legal

πŸ“œ CAN-SPAM & GDPR by default

Every email carries a one-click opt-out and a physical mailing address; lawful basis (B2B legitimate interest / consent) is recorded; unsubscribes are honored instantly and permanently.

πŸ“¬ Deliverability protection

Email verification before send, risky/catch-all addresses skipped, per-domain send caps & warmup, and automatic pause if bounce or complaint rates cross a threshold.

🚫 Suppression & do-not-contact

Unsubscribes, bounces, complaints, existing customers, open deals, and competitor domains are never emailed. The agent won't poach your own funnel or torch a relationship.

βœ‹ Reply β†’ stop Β· Negative β†’ human

Any human reply pauses the sequence. Interested β†’ book; objection β†’ a thoughtful reply with an out; anger or a legal threat β†’ escalate to a person, never argued with by a bot.

🧭 No false claims, no tricks

No fake "Re:" reply threads, no fabricated "as discussed", no invented stats or logos, no impersonation. Truthful about the product or it doesn't send.

πŸ‘€ Human approval & handoff

Drafts are approved by a human before send, and booked meetings arrive with a full brief for the AE. The agent does the volume; people own the relationships.

An honesty note (so you can trust this in front of a client): the motion and guardrails are concrete and defensible. The percentages and timings are directional best-practice benchmarks, not figures from your account, validate against your own send/reply data. "FlowOps", the SDR/AE names, the prospects and trigger events are illustrative placeholders. The same engine re-skins for PE deal-sourcing, recruiting, CRE and other outbound use cases, see the "other verticals" examples in The outreach.

How it works, from a name on a list to a booked meeting.

Every prospect runs the same pipeline. The agent builds and scores the list, researches each person, writes and sends personalized touches, classifies replies, and books meetings, with a compliance & deliverability gate in front of every single send.

1 The pipeline

Target
Build & score the list
Match the ICP, pull accounts & people, score each prospect by fit and prioritize the queue.
β†’
Research
Enrich & verify
Role, company, tech stack, trigger events (funding, hiring, launches). Verify the email is deliverable.
β†’
Write
Personalize the touch
A real hook + one relevant value point + a soft, specific CTA, or it doesn't send.
β†’
Gate
Compliance & deliverability
11 checks decide: send-for-approval, skip, throttle, pause, or escalate.
β†’
Sequence
Follow up & listen
Touches 2-5 on a schedule; any reply stops the cadence instantly.
β†’
Reply
Classify & act
Interested β†’ book Β· objection β†’ reply Β· not now β†’ nurture Β· wrong person β†’ referral Β· negative β†’ escalate.
β†’
Book
Schedule & hand off
Book on the AE's calendar, brief them, log everything to the CRM.

2 The compliance & deliverability gate, 11 checks

1
Suppression , unsubscribed, bounced or complained β†’ never send.
2
Do-not-contact , existing customer, open deal or competitor β†’ skip.
3
Email verified , invalid / risky / catch-all β†’ skip, protect the domain.
4
Personalization bar , no genuine hook & low fit β†’ don't spray.
5
Reply / conversation lock , a human reply pauses the sequence.
6
Sentiment , anger or a legal threat β†’ escalate, never argue.
7
CAN-SPAM / GDPR , opt-out + physical address present; lawful basis recorded.
8
Deliverability budget , per-domain send cap & warmup; pause if bounce/complaint spikes.
9
Frequency / touch cap , max touches, spaced; stop after the breakup.
10
Send window , send within the prospect's business hours & timezone.
11
Content QA , no false claims, no fake threads, no impersonation, truthful.

3 The cadence map, every step, when it fires, and why

StageStepWhenGoalBasis

Each step has a wait-window; the send-ledger + gate guarantee once-per-step and stop-on-reply, and every send + reply is logged to the CRM for a full activity trail the AE inherits.

The outreach.

Every scenario below is a real moment in an outbound motion, mapped to a prospect in the sample database. Pick one to see the exact message the agent drafts, the data it researched, the guardrails it applied, and the decision it made (including when it refuses to send, or books a meeting). The last group shows the same engine re-skinned for other verticals.

The database.

The agent reads from your prospecting / enrichment / CRM stack and owns a few tables of its own for sequencing, suppression and deliverability. This mirrors a real outbound stack so the demo can be pointed at live data and a real sending domain in a later phase.

READ + UPDATE
Prospecting Β· enrichment Β· CRM
The agent reads these and writes activity back; it doesn't own them.
AGENT OWNS Β· READ + WRITE
Sequencing, sending & compliance
Added for sequences, suppression, idempotency & deliverability. Portable: local SQLite ↔ your production DB + ESP.

! Critical data rules baked into the agent

Verify before you send. An address with email_status of risky, catch-all or invalid is skipped, sending to it spikes bounces and burns the domain's reputation.
Suppression is checked every time. Before any send the agent checks suppressions for unsub / bounce / complaint / DNC / customer / open-deal / competitor, and never re-adds someone who opted out.
Deliverability is a budget. deliverability tracks daily caps, warmup stage and bounce/complaint rates per sending domain; crossing a threshold auto-pauses sends.
Every commercial email is compliant. A one-click opt-out and a physical address are required on send; consents records the lawful basis (CAN-SPAM / GDPR).
A reply locks the conversation. The moment replies gets a row, the matching enrollment is paused, no automated touch can talk over a human.
Personalization is a gate, not a nicety. If trigger_events has no usable hook and the ICP fit_score is low, the agent declines to send rather than spray a generic email.

Sample data.

A spread of demo prospects across the outbound funnel, freshly targeted, in-sequence, replied, booked, in nurture and suppressed, plus a few from other verticals. This is the exact data the outreach in this demo was generated from. In production it's a live view of your prospecting tools + CRM.

Β·in active sequence
Β·replied
Β·booked / handed off
Β·suppressed
ProspectTitleCompanyVerticalSizeICP fit Trigger / hookStageEmail statusTZ

Per prospect the agent sees: account firmographics Β· role & seniority Β· verified email Β· ICP fit score & reasons Β· trigger/intent events Β· sequence enrollment & touch history Β· replies Β· meetings Β· suppression status. All names, companies and events are illustrative.