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.

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.

Build First Workflow End-to-End

Test & Validate

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

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.

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.

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

Test & Validate

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

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.

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.