I don't know of any B2B business that doesn't struggle with the time-consuming process of account research and personalized outreach. Regardless of your sales motion, thorough research and personalization are table stakes for effective outbound sales.
There are a couple of very common problems. First, manual research is incredibly time-consuming, and second, the quality of outreach often suffers when teams are pressured to hit activity metrics. Most sales development processes involve cobbling together information from multiple sources, which is inefficient and leads to surface-level insights at best.
Using an AI Agent for outbound sales development
Our BDR Agent is designed to function as an autonomous researcher, personalization engine, and outreach coordinator—all in one integrated solution.
Account Research
The process begins at the account level, where our agent conducts comprehensive research on target companies.
The agent starts by analyzing the company website to understand their offerings, positioning, and specific CTAs (like "Try For Free" or "Request a Demo"). This initial data gathering is crucial because it informs all subsequent research. Using a sophisticated approach, the agent then extracts additional information from the company's LinkedIn profile.
What makes our agent unique is its ability to autonomously determine relevant research directions based on its initial findings. The agent conducts multiple Google searches to gather information on:
- Funding announcements
- New product releases
- Customer case studies
- Industry news related to AI and automation
- Current job openings
- Technology stack
The beauty of building this on Relevance AI is that every aspect of our agent is completely customizable. You can tailor the research priorities to focus on what matters most for your business. Selling security solutions? Configure the agent to prioritize compliance challenges and recent security incidents. Targeting manufacturing? Adjust it to research production processes and supply chain information. Whatever industry-specific or role-specific information matters to your sales process, the agent can be configured to prioritize it.
Contact Research
The second phase involves contact-level research and personalization. After identifying relevant contacts within the target account, the agent conducts additional research on the individual's background and combines this with account-level insights to create truly personalized outreach.
Our Agent employs a straightforward but effective approach to this task. It executes multiple targeted search queries to ensure accuracy while employing advanced analysis to identify the most relevant information about each contact. The system then performs cross-validation of data points and implements thorough verification steps to ensure high-quality personalization.
The agent then selects the most relevant social proof from our knowledge base of case studies to include in the outreach. For example, for a prospect in the fintech industry, it might highlight how "A fast-growing fintech in Australia automated their lead qualification process with AI agents, efficiently generating $900,000 ARR within two months of implementing Relevance AI."
Outreach
Finally, the agent seamlessly integrates with our outreach tools:
- Automatically adding prospects to Smart Lead email campaigns
- Generating personalized outreach messages
- Sending tailored LinkedIn connection requests
- Scheduling follow-up actions like phone call sequences
This entire process happens without manual intervention, freeing our sales team to focus on meaningful conversations rather than tedious research.
Complete Customization with Relevance AI
This isn't a one-size-fits-all solution—it's a flexible framework that you can completely customize to match your unique sales process. With Relevance AI, you can configure every element of the agent to align with your specific requirements:
- Define your own account qualification criteria
- Set custom research priorities that matter to your industry
- Create your unique messaging guidelines and brand voice
- Establish your preferred outreach cadence and channel mix
- Integrate with the exact tools in your tech stack
That's the true power of Relevance AI—you're not locked into someone else's idea of what outbound sales should look like. You get all the benefits of automation while maintaining your distinct approach to sales development.
Full Walkthrough of the AI BDR Agent
