Implementation BlueprintExecution layer

AiSDR Outbound Retainer Launch (10-14 days)

A delivery playbook for agencies to productize AiSDR into a managed outbound retainer, covering setup, campaign build, and handoff for B2B clients. Time: 10-14 days.

By InnovaAI ResearchPublished Updated

Sales Automation

How do you implement it?

Blueprint

AiSDR Outbound Retainer Launch (10-14 days)

A delivery playbook for agencies to productize AiSDR into a managed outbound retainer, covering setup, campaign build, and handoff for B2B clients.

Prerequisites
  • Client's ICP description and target company list
  • Access to client's HubSpot or Salesforce CRM for two-way sync
  • Client-approved email domains and LinkedIn accounts for outreach
  • Agency staff allocated for setup and ongoing campaign management
  • Signed agreement outlining deliverable scope and retainer terms
Execution Timeline
  • 1.Create agency AiSDR account and select Solo or Explore plan based on client contact volume
  • 2.Configure client's domain, mailboxes, and email warmup sequence in AiSDR
  • 3.Connect client's HubSpot or Salesforce CRM to AiSDR for two-way sync
  • 1.Define client's ICP within AiSDR using Ami AI strategist
  • 2.Set up LinkedIn account integration and enable LinkedIn signals for prospect monitoring
  • 3.Review AiSDR's AI research settings for contact discovery and data enrichment
  • 1.Build first outreach campaign sequence targeting client's ICP
  • 2.Configure email templates and LinkedIn message variations within AiSDR
  • 3.Set up campaign triggers and scheduling rules for automated sending
  • 1.Activate email warmup and monitor deliverability metrics in AiSDR dashboard
  • 2.Test campaign sequences with a small test list to verify personalization tokens
  • 3.Adjust AI research parameters to improve contact match quality
  • 1.Launch initial campaign to a pilot segment (e.g., 50 contacts)
  • 2.Monitor reply handling and AI-driven objection responses in AiSDR
  • 3.Review CRM sync logs to ensure prospect activity is logged correctly
  • 1.Analyze pilot campaign performance: open rates, reply rates, meeting bookings
  • 2.Refine campaign messaging and sequence steps based on early data
  • 3.Expand campaign to full contact list after successful pilot
  • 1.Set up client reporting dashboard in AiSDR for campaign metrics
  • 2.Schedule weekly performance review with client to discuss pipeline impact
  • 3.Document campaign configuration and settings for future reference
  • 1.Train client team on AiSDR campaign monitoring and reply handling
  • 2.Provide walkthrough of AiSDR's AI research and LinkedIn signals features
  • 3.Hand off day-to-day campaign management to client or retain as managed service
  • 1.If managed service: activate AiSDR's managed service add-on ($149/month per campaign)
  • 2.Define escalation path for client questions and campaign adjustments
  • 3.Create standard operating procedure for ongoing campaign optimization
  • 1.Conduct post-launch review with client: report on pipeline generated, meetings booked
  • 2.Adjust ICP and targeting based on initial results
  • 3.Plan next campaign iteration or scale to additional segments
  • 1.Optimize email deliverability: review spam rates and adjust sending patterns
  • 2.Implement A/B testing on subject lines and call-to-action variants
  • 3.Document learnings for future client onboarding
  • 1.Finalize client handoff documentation including AiSDR login details and campaign summaries
  • 2.Set up billing for retainer: either flat fee or per-campaign managed service
  • 3.Schedule monthly business review to discuss ROI and expansion opportunities
$250 to $900 per month for AiSDR subscription, plus optional $149 per campaign managed service add-on10-14 days
ROI Logic

With a $2,500 monthly retainer per client and AiSDR costs of $250 to $900 (plus $149 per campaign for managed service), agencies retain 60-90% margin. Even at the Explore plan with 800 contacts, the tool cost is under 40% of a typical retainer, leaving room for profit and overhead.

Deliverables
  • Configured AiSDR account with client domain, mailboxes, and warmup active
  • Live outreach campaigns with personalized email and LinkedIn sequences
  • Two-way CRM sync logs showing prospect activity in HubSpot or Salesforce
  • Client training session recording and quick-start guide for AiSDR
  • Performance dashboard with open, reply, and meeting booking metrics
Definition of Done

Client's outbound campaigns are live in AiSDR, syncing to their CRM, and generating qualified meetings with a documented handoff and retainer billing in place.

AiSDR decision recordBrowse the Academy

More on AiSDR

More for Sales Automation