Design an AI Sales Outreach Agent
Build an AI agent that researches prospects, writes personalized outreach emails, sequences follow-ups, and updates the CRM with engagement data.
Automate the top-of-funnel outreach process while maintaining personalization quality that matches human-written emails.
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Prompt objective
Automate the top-of-funnel outreach process while maintaining personalization quality that matches human-written emails.
Real use case
An SDR team of 4 sends 200 personalized emails per week. Each email takes 15 minutes to research and write. An AI agent could handle research and drafting, letting SDRs focus on conversations.
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Replace the placeholders with your own context before you run the prompt. That usually improves the first output more than adding more instructions later.
Prompt
Act as a sales operations and AI architect. Design an AI sales outreach agent for [COMPANY NAME] targeting [ICP DESCRIPTION].\n\n**Context:**\n- Target accounts: [NUMBER] per month\n- SDR team size: [NUMBER]\n- Outreach channels: email, LinkedIn, [OTHER]\n- CRM: [CRM NAME]\n- Email provider: [PROVIDER] with daily send limit of [NUMBER]\n- Current reply rate: [PERCENTAGE]%\n\n**Deliverables (numbered):**\n1. Prospect research module: given a company URL and contact name, gather company info (size, industry, recent news, tech stack), contact role and responsibilities, and potential pain points\n2. Personalized email generation: write outreach emails using [FRAMEWORK: AIDA/PAS/OTHER] with specific personalization hooks from research, max [WORD COUNT] words, include clear CTA\n3. Follow-up sequencing: design a [NUMBER]-touch sequence over [DAYS] days with varying angles (value add, social proof, urgency, break-up), each touch personalized based on prior engagement\n4. Send orchestration: respect daily send limits, optimize send times by timezone, throttle to avoid spam flags, handle bounces and unsubscribes\n5. Engagement tracking: track opens, clicks, replies, and meeting bookings; update [CRM] with activity log and lead score changes\n6. A/B testing framework: test subject lines, email length, CTA placement, and personalization depth; report winning variants weekly\n7. Compliance: include unsubscribe links, respect GDPR/CAN-SPAM, maintain suppression list, and log consent basis\n\n**Constraints:**\n- Must never send to contacts on the suppression list\n- Must include human review for first outreach to each account\n- Must detect and avoid sending to existing customers
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- 1Replace the key placeholders first: COMPANY NAME, ICP DESCRIPTION, NUMBER, OTHER.
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