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AI agents for GTM and RevOps

Thirteen parts, in the order a team needs them: from what an AI SDR is, to one that writes to the right people, within your contact rules, and leaves a record of why.

By Aakash William, founder of Himmel · Why we write these guides

Basicswhat it is and what to expect

  1. 01How to set up an AI SDRThe whole journey, from the first contact to the record. Start here.
  2. 02What an AI SDR can and can’t do todayThe outbound jobs it does well, and the ones to keep with people.
  3. 03Build or buy an AI SDRAn AI SDR product, your sequencer’s own AI, or your own on Clay.

Preparedata, messaging and systems

  1. 04Contact data an AI SDR can trustEnrichment, verification and freshness, field by field.
  2. 05Your ICP and messaging, written for an agentWho to write to, what to offer, and the claims it never makes.
  3. 06Connecting HubSpot, Clay and your sending toolWhat it reads, what it writes, and how an unsubscribe travels.

Actsending, rules, routing

  1. 07Letting the AI SDR send: messages, follow-ups and repliesActions switched on in order of what a mistake costs.
  2. 08Contact rules: unsubscribes, frequency caps and who never to contactLimits counted across people and agents, with cases the engine checked.
  3. 09Lead routing and CRM updatesWho gets the lead, what the agent may change, and the hand-over to a rep.

Launchtest, then widen

  1. 10Testing an AI SDR before it emails anyoneSeed inboxes, send-or-skip cases, and replies it must read right.
  2. 11Rolling out an AI SDR: volume, domains and deliverabilityMailbox limits, the providers’ rules, and a ramp with gates.

Improvemeasure and keep the record

  1. 12Measuring an AI SDRReplies, meetings and pipeline, with the warning counts beside them.
  2. 13Why did it email this person? The record behind each contactWhat to keep, so you can answer a complaint or a data request.

The same five stages, team by team

Every series follows the same path, from the basics to improving the agent. Support comes first, because it is where companies give agents money to hand out today.

Sales

Quotes and discounts, trial extensions, payment terms, renewals.

Marketing

Content agents, email frequency, ad spend, promo codes.

People

Hiring, offers, onboarding, access requests.

Industries

E-commerce, SaaS, travel and more: where the work and the rules differ.