Outreach
AI Appointment Setter for Cal.com
Engages leads across chat and email and books qualified appointments, connected natively to Cal.com so it reads and updates event types, availability…
Outreach
AI SDR Agent
Each prospect gets researched, a personalized first-touch sequence written, and queued for a rep to approve and send.
Good outbound takes research, and research takes hours your team does not have. This agent studies each prospect on your list, finds a relevant reason to reach out, and writes a full first-touch sequence around it. Nothing sends until a rep approves it, so you get the reach of a larger team while every message stays on brand and under your control.
- Each prospect researched before a single word is written
- Full multi-touch sequences drafted in your team's voice
- Reps approve every sequence before anything is sent
$5,900
20–30 working days
Optional maintenance $295/mo
What it is
AI SDR Agent researches each prospect on your list, writes a personalized first-touch outreach sequence based on that research, and queues the whole sequence for a rep to approve before anything actually sends. Every researched prospect and approved sequence is logged against the lead in your CRM.
Why businesses buy it
Hiring and ramping a sales development rep takes months, and generic outreach at volume damages your reputation with the very accounts you want. This agent gives your team researched, personal sequences at a pace no single rep can match, while your people keep the final say on every message. Reps spend their time on conversations rather than desk research. The written scope sets out the list size, channel, connected tools and approval steps before you order, so the decision is clear and the build cannot drift.
Problems this solves
Outbound volume drops when reps are busy with live deals
The agent researches each prospect on your list and writes a personalized first-touch sequence. Reps approve sequences rather than writing them, which keeps outreach moving in busy weeks.
Personalized outreach takes too long to do at any scale
Each sequence is based on research into that prospect, not a template with a name swapped in. The research and sequence are ready before a rep looks.
Outreach gets sent that nobody on the team checked
The whole sequence is queued for a rep to approve before anything sends. Every researched prospect and approved sequence is logged against the lead in your CRM.
A good fit if
Your reps or SDRs spend real time researching and personalizing outbound sequences one prospect at a time.
You already have a prospect list, an ideal customer profile, and a general sense of your outreach cadence.
You want every message to go through a rep's approval before it's sent, not sent automatically.
You want personalization based on actual research, not a mail-merge field dropped into a template.
Not the right fit if
You only need the personalized opening line for an existing sequence, not full research and multi-touch sequencing. See AI Cold Email Personalization.
You just need the pre-call research brief, without the sequence being written for you. See AI Prospect Research Agent.
You don't have a prospect list yet and need one built from your ideal customer profile first. See AI Lead Generation Engine.
You need more than two connected systems or more than six workflows. Add a note at checkout and we quote the extra scope, or start from a custom build.
How it works
- It reads each prospect's deal stage, owner and any earlier history in your CRM, so it never repeats outreach already sent.
- It researches the prospect: their role, company, and any recent, relevant detail worth referencing in the opening line.
- It writes a personalized first-touch sequence across the outreach steps you agreed on, following your playbook's tone.
- The full sequence is placed in a queue for the assigned rep to review, edit or approve before anything is sent.
- Once approved, it sends the sequence on your schedule and tracks opens, replies and clicks against each step.
- It hands off any engaged reply to the rep immediately, with the thread and research attached, so no one starts cold.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to your CRM, sandbox or test records are fine to start.
- Authenticated sending domains (SPF, DKIM and DMARC) and warmed mailboxes before launch, with daily sending caps set per mailbox. If you do not have these yet, see Cold Email Infrastructure Setup.
- Your opt-out wording and suppression list, so every message carries an opt-out line and opted-out contacts are never contacted again.
- Your ideal customer profile and the prospect list you want the first sequences run against.
- Your sales playbook, or a handful of sample emails that show the tone and cadence your reps use.
- Ten real sample conversations or emails, so personalization reflects how your team actually writes.
- The rep who approves each sequence before it sends.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the final setup.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, playbook, cadence and approval routing agreed.
Weeks 1–2
Research and sequence-writing pipeline built from your playbook.
Week 3
CRM connected with read and write access for sequences and tracking.
Weeks 3–4
Fifty documented test scenarios run, results sent to you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded 60-minute handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $5,900 |
| Express | 15–25 working days | $6,800 |
| Rush | 10–20 working days | $7,650 |
What you receive at handover
- The AI SDR Agent, configured for your prospect lists and outreach channel
- Up to six research and sequencing workflows with rep approval before sending
- Connections to up to two agreed systems, including your CRM
- A test report covering the documented test scenarios
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can keep outbound activity steady when reps are stretched
- Helps first-touch messages reflect real research
- Makes every sent sequence one a rep has approved
- Prospects contacted per rep each week
- Compare weekly first touches per rep from your CRM for the month before launch and the month after.
- Reply rate on first-touch sequences
- Use your outreach tool's reports to compare replies from approved sequences with earlier campaigns.
- Meetings booked from outbound
- Report on meetings by source in your CRM, comparing the quarter before launch with the quarter after.
Before you start: Record weekly outbound volume per rep, current reply rate and meetings booked from outbound last quarter.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $50 to $250 a month in AI model usage and hosting, billed to your own accounts, on top of whatever CRM and outreach tools you already pay for.
AI usage during the build and testing is billed the same way, in your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order keeps its delivery date either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Monthly maintenance suits the outreach volume this build typically runs, covering monitoring, fixes and playbook updates as your messaging changes. It starts after the thirty days of post-launch support and can be cancelled any month.
$295/mo (5% of the build price a month, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A sales engagement platform is usually a monthly per-seat fee | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Scope | A platform sends a template with a mail-merge field filled in | An agency agrees scope during the project | Ours researches each prospect before it writes a line |
| Delivery | A platform works the day you sign up, on a generic template | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Sending | Most platforms let a sequence go out with no review step | An agency build depends on what was agreed | Ours always waits for rep approval before anything sends |
Questions about this product
Does it ever send outreach without a rep approving it first?
No. Every sequence sits in a queue for the assigned rep to review, edit or approve before a single message is sent. The agent never has independent send authority of its own, so a person always sees the message before a prospect does.
How is this different from a mail-merge personalization tool?
It researches each prospect, such as their role, company and a relevant recent detail, before writing the message, rather than dropping a name into a fixed template. If you only need that lighter opening-line personalization step, see AI Cold Email Personalization.
What happens the moment a prospect actually replies to a sequence?
The reply, along with the full research and thread history behind it, is handed to the assigned rep immediately. The agent doesn't continue the conversation once a prospect has engaged, so a person always picks it up from that point onward.
What's the monthly cost of keeping the SDR sequences running?
Roughly $50 to $250 a month in AI model usage and hosting, paid in your own accounts, on top of your CRM and outreach tools. We charge nothing extra per sequence written or per prospect researched, however much volume runs.
Can it write sequences for more than one outreach channel at once?
This build covers one outbound channel, chosen during setup. A second channel, such as adding social outreach alongside email, is available as an add-on we quote separately, since it usually needs its own approval routing and its own reply tracking.
Does the SDR agent already include research, personalization and sequencing?
Yes. It does the jobs of AI Prospect Research Agent, AI Cold Email Personalization and AI Outreach Sequencer in one build. Bought separately, those cost $2,500, $1,900 and $3,900. Choose a single part only when you need just that step, such as opening lines for a sequence you already run.
What if the sequences it writes don't sound like our team?
You get two rounds of changes built into the price, after reviewing the fifty documented test scenarios, so tone mismatches get caught before launch. Anything that still doesn't match the Scope Card in the first five working days is fixed at no extra cost.
Who owns the sequences it writes and the reply data it captures?
You do. Every sequence, send and reply is tracked inside your own CRM and outreach tools, not held anywhere outside them. Thirty days of post-launch support are included, and monthly maintenance picks up ongoing changes from there if you want it.
Stop sending the same template to everyone on the list.
Order the AI SDR Agent and every prospect on your list gets researched, personal outreach, ready for your reps to approve and send.
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