An interactive AI sales workspace for SDR teams and founder-led revenue teams managing prospects, practicing discovery calls, and pushing qualified leads through the pipeline in Taskade.
What's Included
- SDR Prospect Pipeline: Cold → Warm → Qualified → Booked stages with ICP score, last-touch date, and owner in a Board view
- SDR Roleplay Agent: AI agent plays a prospect during discovery call practice — SDRs rehearse cold openers, qualification questions, and objection handling
- Lead Scoring Model: Agent scores each prospect on ICP fit, LinkedIn signals, and email engagement to surface priority accounts
- Outreach Sequence Automation: Stage transitions trigger personalized follow-up tasks and email drafts via automation triggers
- HubSpot / Salesforce Sync: Deal data pulls daily — pipeline stays current without manual CRM entry
How To Use
- Clone this agent into your Taskade workspace
- Upload your ICP definition, target account list, and messaging playbook
- Connect HubSpot or Salesforce for automatic lead sync
- Train the Roleplay Agent on your top objections and best discovery call recordings
- Run daily lead scoring reviews to prioritize morning outreach
SDRs using the Roleplay Agent need 40% fewer call attempts before booking a qualified meeting — because they practice with AI before dialing live. Browse more sales tools in the Community Gallery.