Live · CCaaS · Enterprise SDR
An 8-agent SDR team for enterprise CCaaS.
A multi-agent prospecting workflow built on Claude Code. Eight specialist agents produce a daily approval queue of clean, SMB-fit prospects — with full Salesforce corporate-family dedup, verified business emails, and personalized email sequences. Built for one SDR at an enterprise CCaaS vendor, kept on a human-in-the-loop gate.
SDR Agent Orchestrator
run 2026-05-22
Candidates pulled
300
After industry scrub
251
After Outreach dedup
192
Net-new candidates
163
[10:14] orchestrator → opening first run
[10:16] source-researcher → 300 contacts pulled (0 credits)
[10:48] salesforce-dedupe → 163 KEEP_NETNEW
[10:50] orchestrator → waiting on SF check (T5)
Live numbers
First production run.
From the most recent run on 2026-05-22 (first production run, in progress).
Candidates pulled
300
ZoomInfo MCP
zero credits
After industry scrub
251
healthcare · gov · banks dropped
After Outreach dedup
192
customers, partners, poaching dropped
Net-new candidates
163
no prior Outreach footprint
Territory
N.TX · KS · MN · ND
SMB · 50-1,500 employees
MCP credit burn
0
search-only architecture
How it works
One orchestrator, eight specialists.
One orchestrator coordinates eight specialists. The orchestrator opens every run, logs decisions, and stops when Salesforce evidence is incomplete — never papers over gaps.
| # | Agent | Owns |
|---|---|---|
| 0 | Campaign Orchestrator | The daily run, blockers, run log |
| 1 | Source Research | 150-250 raw candidates per run |
| 2 | Salesforce Dedupe | Customer / partner / opp / corporate-family checks |
| 3 | ICP Scoring | 1-10 fit score and the top-45 cut |
| 4 | Email Verification | No business email, no entry |
| 5 | Sequence Strategy | One 5-step email-only sequence per persona × territory |
| 6 | Personalization | 5 emails per row, verified signals only |
| 7 | Outreach Enrollment | Approval queue first; clean enrollment after SDR signs off |
| 8 | Ops Reviewer | Auditing every run for rule gaps |
Run log
2026-05-22
[10:14] orchestrator → opening first run · approval-queue mode
[10:14] source-researcher → ZoomInfo MCP search_contacts · page 1
[10:16] source-researcher → 300 contacts pulled across 3 pages (0 credits)
[10:17] orchestrator → industry scrub · 49 dropped (healthcare · banks · gov · edu)
[10:22] salesforce-dedupe → Outreach pre-dedup on 251 unique companies
[10:48] salesforce-dedupe → 192 keep · 59 drop
[10:48] salesforce-dedupe → 163 KEEP_NETNEW · 20 KEEP_KNOWN · 9 REVIEW_REQUIRED
[10:49] orchestrator → checkpoint · staging across 3 sessions
[10:50] orchestrator → waiting on SF corporate-family check (T5 · 2026-05-23)
What it does
Territory rules, dedup logic, personalization.
Strict territory + segment
- Northern Texas, Kansas, Minnesota, North Dakota only. Houston, Austin, San Antonio belong to other SDRs and are filtered out by metro and Outreach assignment.
- SMB only — under 150 contact-center seats (≈ < 1,500 employees as proxy).
- Excluded verticals (hard): healthcare, banks, credit unions, schools, government, pharma, insurance carriers.
Corporate-family Salesforce dedup
- Walks parent → ultimate parent → visible siblings. Most conservative interpretation wins — any node in the family flagged as customer / partner / open opp / 90-day opp activity disqualifies the candidate.
- Marks review_required when SF evidence is incomplete rather than guessing.
Verified-signal personalization
- Five-email sequences (Day 0, 2, 4, 6, 8), 70-120 words each, one CTA.
- Personalization only from verified signals — intent topics, public news (with URL), role-specific pain. Never “I saw your LinkedIn post” without an actual captured post URL.
Human-in-the-loop gate
- Agents write the approval queue, never enroll directly. The SDR reviews row-by-row and flips approval_status to approved before any Outreach push.
Build specs
Under the hood.
Framework
Claude Code (Anthropic) · sub-agentsAgents
8 specialists + 1 orchestrator
Data sources
ZoomInfo MCP · Outreach MCP · Salesforce Chrome MCP · 6sense + Marketo
Approval gate
Human (SDR) review of every row
Enrichment budget
ZoomInfo Chrome extension (1,000 credits/mo) — MCP enrich never called
Cadence
Daily on weekdays · 45 candidates per run target
Source of truth
ops/run_log.md · ops/approval_queue.csvFirst run
2026-05-22 · in progress
Status
What works, what doesn't, what's next.
Works
- ZoomInfo MCP search_contacts + Outreach account_search is a zero-credit dedup loop — 300 raw candidates filtered to 192 net-eligible in ~25 minutes, $0 in API spend.
- Sub-agents for batched Outreach work — 251 companies enriched in one background pass without blocking the main session.
Doesn't
- ZoomInfo MCP enrichment quota is dead (403 Limit Exceeded). Enrichment happens via the Chrome extension only, post-approval.
- Salesforce corporate-family dedup at 192 companies × 2 min each is 6+ hours. Two-pass strategy needed (priority full-walk + bulk light-check).
Next
- Tomorrow: SF corporate-family check + intent/engagement overlay + scoring + top 45.
- Day after: sequence strategy + personalization + approval queue.
- Then: first SDR review, first real enrollments, first reply data.
Live system · in production since 2026-05-22.
Built by Jackson Lai with Claude Code.