⚡ AI SDR Routing & Next Best Action: Turn Leads into Meetings

Speed, fit, and follow-up quality determine whether leads become meetings. AI optimizes routing and workflows by matching each lead to the most capable SDR and recommending the next best action across email, phone, and social—at the best time.

🧠 Routing Logic

• Match by product expertise, segment, region, and calendar availability.
• Balance workload and respect SLAs; escalate if no response within target.
• Use feedback (conversion rates) to adapt routing rules automatically.

📬 Next Best Action Engine

• Suggest channel, message angle, and send time based on persona and history.
• Trigger tasks when intent spikes or site visits show pricing interest.
• Stop sequences when replies or meetings are booked; summarize context.

🚀 Deployment Plan

1. Define SLA tiers by source and score; set escalation timers.
2. Map SDR skills and product expertise; ingest calendars.
3. Integrate with marketing automation and CRM; log actions and outcomes.
4. Publish dashboards for speed-to-lead and conversion by segment.

📊 Impact

✅ Checklist