AgencyOS

Built on ArtMetrics

Outbound / SDR Systems

SDRMax

AI SDR workflows, prospect research, outbound prioritization, and reply handling.

available
Preview delivery workspaceMarketplace

Service Packages

Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.

Service package scaffold

This plugin can be added to proposal only or installed as a draft tenant service package.

Problem / Outcome Summary

Business problem

SDR teams need AI-assisted prioritization without losing approval control.

Business impact

faster prospect researchbetter outbound prioritization

Operational symptoms

  • prospect research takes too long
  • unclear priority
  • reply handling is inconsistent

Recommended user

SDRSales repRevOps

Install / Configure

Tooling Included

Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.

Tools

SDRMax Workspace

workflow

Operational workspace for SDRMax tasks, owners, and outcomes.

SDRMax Dashboard

dashboard

Manager visibility and KPI reporting for SDRMax.

SDRMax Implementation Checklist

checklist

Step-by-step install and operationalization checklist for SDRMax.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for SDRMax.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for SDRMax.

Templates

SDRMax SOP

sop

Standard operating procedure for installing and running SDRMax.

SDRMax Proposal Section

proposal_section

RevMax-ready proposal insert with problem, system, phases, KPIs, and value.

SDRMax Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

SDRMax Executive Dashboard

scorecard, trend, exception table

Executive rollup for SDRMax outcomes, risk, and implementation progress.

SDRMax Operator Queue

table, kanban

Daily action queue and blocked-work visibility for SDRMax.

AI Actions

Diagnose SDRMax gap

system recommendation

Which SDRMax workflow should we install first for this client?

Write SDRMax proposal insert

RevMax proposal section

Explain SDRMax to an executive buyer.

Automations

SDRMax task routing

low

New workflow item created -> Assign owner, due date, and escalation rule

SDRMax exception alert

medium

KPI or SLA misses threshold -> Create manager review task and MarketX summary

Integrations

SDRMax

available

manual import and demo-local workflow

KPIs

Research Time

leading

Improve 20% in 60 days

Priority Acceptance

operational

Tracked weekly

Positive Reply Rate

lagging

Tracked weekly

Interactive Preview

Operational workspace for SDRMax tasks, owners, and outcomes.

SDRMax Workspace

Step 1

diagnose bottleneck

Step 2

install workflow

Step 3

assign owners

Step 4

activate reporting

Step 5

optimize with MarketX

Implementation Plan

Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.

1

Install quick-win workspace

Create the core workspace, owner queue, demo data, and first checklist.

quick-winsSDR1-2 days
2

Operationalize workflow

Assign roles, configure required fields, connect fallback modes, and define approval gates.

operationalizationSDR3-5 days
3

Add visibility layer

Install dashboards, KPI trackers, alerts, and manager exceptions.

reportingSDR2-4 days
4

Enable MarketX actions

Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.

ai-optimizationSDR1-3 days
5

Scale controls

Add permissions, multi-location variants, audit trail, and handoff outputs.

enterprise-scalingSDR1-2 weeks
Install SDRMax

This will add

SDRMax Workspace
SDRMax Dashboard
SDRMax Implementation Checklist
SDRMax Executive Dashboard
SDRMax Operator Queue
SDRMax SOP
SDRMax Proposal Section
MarketX implementation architect context
RevMax proposal section

Required setup

Fallback: can run manually without integrations. Demo install state is local until persistence is wired.

Related Systems

Prerequisites

none

Commonly paired

outboundosaisdr

Ask MarketX

MarketX uses AgencyOS registry context as the implementation architect.

Recommended deployment order

1quick wins
2operationalization
3visibility/reporting
4AI optimization
5enterprise scaling

Missing dependencies: pixelguard

Proposal Usage

Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.

Generated proposal-ready section

SDRMax Proposal Section

SDRMax addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.

Research TimePriority AcceptancePositive Reply Rate