How Side Kick runs your AI SDR

A simple orchestration: Prospecting →Automated Engagement → Scoring → Human Engagement. Here’s what it takes to launch, and what happens under the hood.

Get Side Kick

What it takes to launch

Get on board, experiment with workflows, and scale what works.

Fit Assessment & Roadmap

Establish if we're a good match, then map out your requirements and define a roadmap for the capabilities we'll build together.

Build First Workflow End-to-End

One complete workflow from trigger to outreach—find companies, identify contacts, qualify leads, check CRM, score prospects, send automated emails and LinkedIn DMs, deploy ads, and create cold calling tasks.

Test & Validate

Run the workflow to ensure everything works smoothly. We may execute manually first before automating to catch any issues early.

Scale Additional Workflows

Once validated, we build out more workflows by adding new triggers, supporting events, and expanding capabilities based on what's working.

What it takes to launch

Get on board, experiment with workflows, and scale what works.

Fit Assessment & Roadmap

Establish if we're a good match, then map out your requirements and define a roadmap for the capabilities we'll build together.

Build First Workflow End-to-End

One complete workflow from trigger to outreach—find companies, identify contacts, qualify leads, check CRM, score prospects, send automated emails and LinkedIn DMs, deploy ads, and create cold calling tasks.

Test & Validate

Run the workflow to ensure everything works smoothly. We may execute manually first before automating to catch any issues early.

Scale Additional Workflows

Once validated, we build out more workflows by adding new triggers, supporting events, and expanding capabilities based on what's working.

Orchestration

What happens under the hood

Side Kick captures high value, ready to buy accounts and leads that match your ICP, shoots outreach, and assigns scores that automatically adjust over time.

Prospecting

AI finds, cleans and enriches leads, then updates a tidy central CRM.

Scoring

We score fit, intent and activity so reps see best accounts first.

Automation

Enroll top accounts, send AI outreach, update scores from engagement.

Tasks

Your human SDRs reach out to the highest value leads.

Tasks

Your human SDRs reach out to the highest value leads.

What SDRs Get

An SDR's day to day with Side Kick

An SDR's day to day with Side Kick

Work from a live priority queue in your CRM—each task says who, why now, what to say. Fewer tabs; more conversations.

Work from a live priority queue in your CRM—each task says who, why now, what to say. Fewer tabs; more conversations.

50%

more meetings booked

70%

of time saved per rep

50%

more dials per rep than before

Priority queue in CRM

Your calls, emails, and messages come in throughout the day, already assigned to you with due dates and no duplicates.

Reps focus on high value accounts

Reps focus only on like call, email, DM tasks to the highest value leads in the priority queue, while Side Kick takes care of the rest.

Heads-up in Slack/Teams

Get alerts for urgent tasks with one click to open them in your CRM, no need to search through different tools.

Outcomes

What changes once Side Kick is live

Practical shifts your team feels in weeks—not months.

Less admin, more selling

Less admin, more selling

Less admin, more selling

Focus on high value accounts

Focus on high value accounts

Focus on high value accounts

Faster first touches and outreach

Faster first touches and outreach

Faster first touches and outreach

Unified sales + marketing

Unified sales + marketing

Unified sales + marketing

More meetings with same headcount

More meetings with same headcount

More meetings with same headcount

Cleaner lists for sales hygiene

Cleaner lists for sales hygiene

Cleaner lists for sales hygiene

Integrations

Talks to tools you love

Talks to tools you love

If it has an API, Side Kick's AI SDR can plug into it so your info sits where you want it to - all centralized and talks to each other.

Frequently Asked Questions

Frequently Asked Questions

We're already building this in-house

Do you integrate with our existing technology stack?

Can Side Kick work for industries with long sales cycles?

What happens to our existing outbound campaigns when we switch to Side Kick?