AI SDR Business Case — Input Builder
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Prospect & context
Sales/pipeline-generation specific — what's broken about meetings, SDR capacity, sequencing, deliverability, signal coverage, AE prospecting load.
Industry, GTM motion, scale, recent news, current GTM tooling (CRM, sequencing tool, data vendors, any prior AI SDR vendor they've tried).
e.g., outbound SDR agency, lead-list vendor — and annual spend, if known.
Any quotes the prospect has gotten to build AI SDR capability themselves.
Your contact info
Pipeline math *
Plain numbers — no $, no commas, no %.
Quarterly goal in dollars (e.g., 2500000).
Decimal, not percent (0.2 = 20%).
Dollars already in funnel (e.g., 5000000).
Dollars per won deal (e.g., 50000).
Decimal, not percent (0.5 = 50%).
Quarterly, not annual (e.g., 150).
Current headcount (e.g., 3).
Fully loaded OTE (e.g., 120000).
Leave blank to auto-fill the full calculated gap, or enter a number to model a partial hire.
Your message
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