Multi-Phase Agentic SDR and Attio Build
Agreed multi-phase engagement with five-phase roadmap fully documented. Each phase has defined scope, deliverables, data requirements, and handoff criteria. The client owns all phase definitions before any build begins at each gate. Phase definitions cover the SDR agent behavior rules, Attio CRM data model, Sendleads integration parameters, pipeline sync architecture, and scaling guidelines. The phased approach ensures the client can execute incrementally with clear acceptance criteria at each stage.
A SaaS company needed an AI-driven sales development representative and RevOps stack but lacked the internal engineering capacity to design, build, and integrate the components. The requirement was a multi-phase engagement starting from CRM foundation through automated outreach into full system integration and ongoing architecture guidance. The company needed to understand how each phase would hand off to the next, what data would flow between systems, and how the architecture would scale as the team grew. The goal was not a point solution but a sustainable revenue operations foundation.
We proposed five agreed sequential phases with clear deliverables and handoff criteria at each gate. Phase One builds the agentic SDR layer: an AI agent configured to handle SDR-style prospecting and outreach tasks including lead identification, personalized sequencing, reply classification, and meeting scheduling. Phase Two sets up Attio as the core CRM and data layer with custom object definitions, pipeline structures, and data governance rules. Phase Three implements Sendleads for lead delivery and outbound execution. Phase Four connects all three layers: Attio, Sendleads, and the agentic SDR into one working pipeline with real-time data sync, event-driven triggers, and unified reporting. Phase Five provides ongoing architecture guidance on how the system components fit together and scale, including capacity planning, integration patterns, and maintenance procedures.
Agreed multi-phase engagement with five-phase roadmap fully documented. Each phase has defined scope, deliverables, data requirements, and handoff criteria. The client owns all phase definitions before any build begins at each gate. Phase definitions cover the SDR agent behavior rules, Attio CRM data model, Sendleads integration parameters, pipeline sync architecture, and scaling guidelines. The phased approach ensures the client can execute incrementally with clear acceptance criteria at each stage.
Client retains ownership of the Attio workspace with all custom objects and pipelines, the Sendleads account with configured sequences, all SDR agent configurations and behavior rules, and the integration architecture at each phase gate.