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Intuist

SOLUTIONS · AI SDR

SDR SHEET
LIVE 16 SEPTEMBER 2026

Your AI SDR should do more than send more email.

Most of the cost of outbound happens before a seller ever has a conversation.Finding the right accounts. Identifying a reason to talk now. Determining whether there is a real problem you can solve. Researching the account. Finding and verifying the right people. Writing relevant outreach. Following up.Veda automates that work.She finds accounts based on fresh buying signals, scores them for fit and opportunity, researches the evidence, identifies and verifies the right stakeholders, writes each message individually and follows up.And when the evidence isn’t strong enough, she doesn’t send.The goal isn’t more activity. It is more qualified problem conversations with less prospecting work from your sales team.

01 · THE COST

What she takes off your sales team's plate.

  1. Sellers spend hours researching accounts that have no reason to buy now.

    Veda starts with a fresh, dated signal and scores the account for fit, pain, timing, intent and access.

  2. Research and personalization consume selling time.

    She researches the account and stakeholders before writing the outreach.

  3. Bad AI outreach can damage your brand at enormous scale.

    Grounding, verification and grading determine what is allowed to go out under your seller's name.

  4. Prospecting quality varies depending on workload and rep capacity.

    Veda runs the same defined workflow every day and hands the conversation to a human when someone engages.

Measure the outcome, not the activity.

The numbers that matter are not simply emails sent. We measure accounts qualified, verified contacts reached, reply rate, qualified problem conversations, pipeline created and prospecting time removed.

As production data matures, those results should be published here with the date and source behind them.

02 · THE ALTERNATIVES

You have three ways to add AI to outbound.

HIRE MORE SDR CAPACITY
People are good at conversations, judgment and relationship building. They are also expensive, and too much of an SDR's time is spent on work that happens before the conversation: researching accounts, finding the right contacts, verifying information, personalizing outreach, following up and keeping systems updated. Veda takes on that repetitive work so your sellers can spend more time actually selling.
BUY A PURPOSE-BUILT AI SDR
Products such as 11x, Artisan, AiSDR and Regie.ai are built specifically for outbound sales automation. That specialization can be useful. It also means the SDR is the product: you are buying another point solution with its own workflows, integrations and boundaries, and when the next process you want to automate is onboarding, quoting, support or recruiting, you start again with another application.Some AI SDR products are designed to operate with a high degree of autonomy from the start, including handling prospect replies and booking meetings automatically. Intuist gives you control over when that autonomy happens. Start with a human in the loop, reviewing and participating in prospect conversations while Veda learns how you sell, qualify and represent your brand. As confidence grows, give Veda more responsibility. And when you’re ready, step out of the loop entirely and let your AI SDR manage conversations, qualify opportunities and put qualified meetings directly on your calendar.You decide when the AI has earned the right to run on its own.
BUILD IT YOURSELF
You can build an AI SDR using Claude, ChatGPT or another advanced model. The model is not the hard part. A production outbound workflow also needs prospect data, signal data, contact verification, email infrastructure, sequencing, CRM integration, authentication, state management, retries, monitoring, logging, deliverability controls, reporting and ongoing maintenance. Someone still has to build it, connect it, maintain it and own it.

What you get with Intuist is different. With a purpose-built AI SDR, the SDR is the product. With Intuist, the platform is the product, and the AI SDR is simply the first worker you put to work. If it proves value, bring us the next process — customer onboarding, quoting, proposals, support, recruiting, operations — the same platform, the same engineer, another AI worker built around the way your business actually works. You are not buying an AI SDR. You are building an AI workforce, one high-value process at a time.

03 · THE HIRE, AGAIN

The same engineer, pointed at your pipeline.

She is the one already described on the front page. This is the second job she holds: the same hire, reading the same way, writing in your name instead of hers.

ROLE
Sales development
START DATE
Today
REPORTS TO
Your head of sales
SENDS FROM
Your own mailbox, in your name
WRITES
Every subject and every body herself, one person at a time
HOLDS
Any draft that recites your prospect’s own website, invents a figure, or guesses
STOPS
The moment someone replies
REPORTS
Four numbers, every morning at eightThe note’s own subject line, 22 September 2026: sent · opened · replied · meetings
MEASURED ON
Qualified problem conversations, not meetings bookedMichele Locker, then VP, Business Development and now an advisor to Intuist — lead generation and GTM brief, 8 September 2026
TOOLS
Apollo · Lemlist · MillionVerifier · Microsoft 365 · HighLevel

THE JOB DESCRIPTION

04 · HOW IT WORKS

MICHELE LOCKER

Advisor, formerly VP, Business Development

8 SEPTEMBER 2026

Signal to conversation, in six steps.

“Human sales enters once there is evidence of a credible problem and an appropriate stakeholder is willing to engage.”

SIGNAL
A company is admitted only on a fresh dated event — an AI hire, a launch, a partnership, funding — whose sentence she found on the page she read it from. Publishers are refused.Signal-led discovery, merged into the console 16 September 2026
SCORE
Fit, pain, timing, intent and access, weighted the way you weight them. The top tiers are worked; an account below the line is never contacted at all.The console's push rule — tiers worked, disqualified accounts never contacted · tiers from the GTM brief, 8 September 2026: 80–100 tier one, 65–79 tier two, 50–64 monitor
RESEARCH
What is public about the account, cited. A line survives only if its source page was actually fetched and the quoted sentence is on it.The grounding rule, merged 17 September 2026
PEOPLE
The buying committee by role. Every address is derived from the pattern and then verified before it is treated as real; catch-all and risky addresses are dropped at the door.
OUTREACH
A four-step sequence over eleven days, written per person rather than merged into a template, with an opt-out line on the first step and the last.
HUMAN CONVERSATION
A reply halts the sequence and lands in your inbox. The meeting goes on your calendar with a brief, and a note goes back to your CRM.

SIGNAL TO CONVERSATION · THE FIRST HALF OF THE FLOW IN THE GTM BRIEF, 8 SEPTEMBER 2026

Everything above the last row is hers. The last row is yours, and it is the only one she is trying to reach.

05 · WHAT SHE REFUSES

What she will not send.

An SDR that will write anything is worth less than no SDR at all, because every note it sends spends a name you cannot get back. So the interesting half of this job is the half she declines.

NO DRAFT WITHOUT A PASS
A grader reads every draft before it can be sent, and a held draft is never cleared by hand.
NO RECITING THE PROSPECT
A note that plays a company’s own website back to it is held.
NO INVENTED FIGURE
A statistic that is not on a page she actually fetched is held.
NO SPECULATION
A guess about what a company is going through is held.
NOBODY BELOW THE LINE
An account that scores under the tier line is never written to, and a disqualified one is never contacted.
AN OPT-OUT, TWICE
On the first step of every sequence and on the last.
NEVER FROM HER OWN ADDRESS
She writes as you and sends as you. She does not write to your prospect as Veda.

THE STANDING REFUSALS

The recital rule is not a posture. On 16 September 2026, the day it came in, the first nine drafts written under it were regenerated and all nine were held. None of them went out.

0 of 9

first drafts passed the recital rule on the day it came in

The first regeneration under the recital rule, 16 September 2026

2,756

accounts matched one ICP on the first run against Apollo

The SDR console, 15 September 2026

4

numbers in the note that arrives every morning at eight

The note's own subject line, 22 September 2026

16 September

2026: the first real note, from the VP of Business Development's own mailbox

The pilot's first send, 16 September 2026 at 20:11 UTC

06 · FOR PARTNERS

One deployment each, and nothing crossing.

A partner selling this to its own clients is not a tenant in our campaign — it is its own console, with its own list, its own sending team and its own keys, and we cannot see into it any more than its neighbour can.

ONE DEPLOYMENT EACH
Its own console, its own ICP, its own sending team and its own keys. Nothing crosses between partners.
THREE AGENTS, TODAY
New business, cross-sell into the partner’s own customer base, and AI assessments.A UK channel partner, live on its own deployment since 21 September 2026
THEIR LIST, NOT OURS
Their ICP is taken verbatim from their own document, and the clients they already hold are excluded before the first run.
WHAT WE WILL NOT PRINT
Their name, until they tell us we can. The same goes for every account the console has written to.

HOW A PARTNER RUNS IT

The rest of the partner sheet

07 · THE VOICE

Problem first, and AI second.

This is the sentence at the top of the brief the console was built from. It is also the reason she is allowed to say nothing rather than say something clever.

Problem first. AI second. If you have a painful process, let’s see if we can fix it.
Michele Locker · Advisor · Intuist

INTUIST LEAD GENERATION AND GTM BRIEF · 8 SEPTEMBER 2026

08 · HOW TO START

Bring us one painful process.

Not a pilot committee and not a category evaluation. One process you already know is costing you, and a conversation with someone who will tell you if AI is the wrong tool for it.

THE ENTRY OFFER

“Bring us one process that is painful, manual, repetitive or inefficient. We’ll look at it with you and determine whether AI can meaningfully improve it.”

MICHELE LOCKER · ADVISOR · 8 SEPTEMBER 2026

IF YOU RESELL
Bring us one internal problem, or one client workflow that is painful. We will help determine whether AI can really do it — and if it can, help build it.Adapted from the MSP and channel entry offer, Intuist GTM brief, 8 September 2026
WHO OPERATES IT
Veda does, end to end. Nobody on your team has to open Lemlist or Apollo.
WHAT IT COSTS
Priced against the work, the way everything else here is. Talk to us.

THE OTHER TWO QUESTIONS