A SalesOne SDR, inside your workspace.
A SalesOne SDR is an outsourced SDR who works inside your SalesOne workspace, not an agency’s. The SDR takes calls, follow-ups and list checks on the accounts that S1 deep research agents have qualified. Your team approves the SDR’s emails, your outreach rules decide who the SDR may contact, and the accounts and records stay yours.
Updated
Sample, details changed. The companies and people are fictional.
Your pipeline stays in your workspace
The worry with an outsourced SDR is losing sight of the pipeline: whose tools, whose rules, and whose records when it ends. A SalesOne SDR answers it with where the work happens. The SDR comes into your workspace, and nothing leaves it.
Your workspace
The SalesOne SDR works in your SalesOne workspace, on the queue S1 agents build for your team. There is no separate tool and no list to hand over.
Your approvals
With an SDR seat, approvals stay with your team: the SDR’s sequence emails wait for a person on your team, and every approval is recorded with who gave it.
Your rules
Outreach rules decide which roles each person may contact, on every channel, and they apply to the SDR like anyone else. Reserve roles for your team, such as the C-suite for your CEO.
Your records
Every call, email and note lands on the account’s timeline, and sent email is copied to your CRM when your CRM BCC address is set. When the seat ends, the accounts and records stay with you.
What the SDR does: calls, follow-ups and list checks
S1 agents do the homework for every account. The SDR takes the work that can be delegated. Your team keeps the decisions and the relationships.
S1 agents
The homework, for every account.
- Find the companies that fit your profile
- Research and qualify each one from dated, sourced signals
- Map the buying committee and plan the account
- Draft every email and call
- Check the rules and compliance before each step
- Highly specialized voice agents assist the SDR with callbacks, and with scheduling when someone is not available.
A SalesOne SDR
Calls and follow-ups.
- Calls to the roles your rules allow
- Follow-ups on touches your team started
- Rescheduling no-shows and re-engaging stalled threads
- Replies drafted for your team to approve
- List and committee checks, and call prep notes
- Ratings and reject reasons that shape the next run
Your team keeps
The decisions and the relationships.
- Approving the SDR’s sequence emails
- The outreach rules, and which roles are reserved for your team
- Your top accounts, if you keep them as their account owner
- Meetings, pricing and terms
- The accounts, the records and the CRM history
What the SDR never does
And every part of SalesOne works without the seat.
- Approves your team’s sequence emails. Approvals stay with your team.
- Contacts a role your rules reserve for your team.
- Discusses pricing or terms.
- Presents as your employee.
- Keeps your data. The accounts and records stay in your workspace.
Six ways to work with a SalesOne SDR
From research checks only to working alongside your SDRs. Pick a way to see which tasks move to the SDR, and which stay locked with your team.
Research checks only. No prospect contact. Fits teams that keep all prospect contact with their employees.
Prepared by S1 agents: Buying committee mapped from public sources
SalesOne SDRCheck the list and the committee before outreachPrepared by S1 agents: Account plan and call outline drafted
SalesOne SDRWrite call prep notes for your callersPrepared by S1 agents: Calls and emails drafted
Your teamEvery call and emailYour choice: employees only
Follow-ups and no-shows. Your team starts the conversation; the SDR keeps it moving. Fits teams whose follow-ups slip when the week fills up.
Prepared by S1 agents: Follow-up drafted from the account research
SalesOne SDRFollow up on touches your team startedPrepared by S1 agents: Reschedule note drafted
SalesOne SDRReschedule no-showsPrepared by S1 agents: Stalled threads flagged, with what changed since
SalesOne SDRRe-engage stalled threadsPrepared by S1 agents: Meeting brief prepared
Your teamRun the first meeting
Overflow. The accounts your SDRs cannot reach this week. You can keep your top accounts with your team, as their account owner.
Prepared by S1 agents: Tier 2 and 3 accounts researched and planned
SalesOne SDRAccounts your SDRs cannot reach this weekPrepared by S1 agents: Calls and follow-ups drafted
SalesOne SDRCalls and follow-ups on those accountsPrepared by S1 agents: Tier 1 accounts researched and planned
Your teamTier 1 accountsOwned by your team
While you hire. Covers an open seat until your new SDR is hired and ramped, then hands the accounts back with their full history.
Prepared by S1 agents: The open seat’s queue kept researched
SalesOne SDRWork the open seat’s accountsPrepared by S1 agents: Every call and note on the account timeline
SalesOne SDRHand the accounts back to your new SDRPrepared by S1 agents: The same researched queue from day one
Your teamYour new SDR takes the accounts over
A new segment. A vertical or size band you do not staff yet, after your team signs off the profile and messaging.
Prepared by S1 agents: Segment profile and sample drafts written
Your teamSign off the profile and messagingYour approvalPrepared by S1 agents: Accounts in the segment researched and scored
SalesOne SDRCalls and follow-ups in the new segmentPrepared by S1 agents: Ratings and reject reasons shape the next run
SalesOne SDRRate accounts and give reject reasonsPrepared by S1 agents: Your core segment researched as usual
Your teamYour core segment
Alongside your SDRs. One shared queue with your SDRs, split by account, so each account has one owner.
Prepared by S1 agents: One queue, researched and scored
Your teamHalvorsen Castings, Kestrel Logistics and 18 morePrepared by S1 agents: Same queue, split by account
SalesOne SDRBrightwater Health, Quillon Medical and 16 morePrepared by S1 agents: Follow-ups drafted for both
SalesOne SDRFollow-ups on the SDR’s accountsPrepared by S1 agents: Tier 1 accounts researched and planned
Your teamTier 1 accountsOwned by your team
Always with your team
- Approving the SDR’s sequence emails, each approval recorded with who gave it.
- Roles your rules reserve, such as the C‑suite for your CEO.
Example queue. The companies are fictional; the rules and approvals are SalesOne’s own.
Can an AI SDR and a human SDR work the same accounts?
Yes, and that is how SalesOne works. S1 agents research, qualify and draft for every account; people take the calls and the conversations: your SDRs, a SalesOne SDR, or both.
In a shared queue, each account has one owner. The same outreach rules and compliance checks run before every step, whoever takes it, and every call, email and note sits on the account’s timeline, so a handover never starts from zero.
Compliance checks before every call and email
The SDR works under the same checks as everyone in your workspace, and cannot skip them. If a check fails, the step waits.
- Do Not Call. A Do Not Call check, or a confirmed business line, before every call.
- Calling hours. In the prospect’s time zone.
- CAN-SPAM. Company name, postal address and unsubscribe on every email.
- Do-not-contact and left-company blocks. Opt-outs and people who moved on are never reached.
- Executive touch budgets. A strict limit on touches to CEOs, CFOs, COOs, owners and presidents.
What counts as a good meeting
Agreed with your team before the first call: the account fits your profile, the person owns the problem, and they attend. A seat adds capacity on accounts S1 agents have already qualified. No number of meetings is promised.
Ask on the call
How the seat is scoped and priced for your accounts: we answer that on the call.
A SalesOne SDR vs hiring your own SDR
Hire when the work is steady and the motion is proven: your own SDR learns your market full time. Hiring takes a while to pay back, though. SDRs ramp in about three months and stay about 1.9 years, and teams lose a median 40% of SDRs a year, promotions included (The Bridge Group, 2025, 351 B2B companies).
An outsourced SDR fills the gap faster, often as a separate team working from its own tools. A SalesOne SDR is narrower on purpose. S1 agents already do the research, qualification and drafting for every account, so the seat covers only the work that can be delegated: calls, follow-ups and list checks. Use it to cover an open seat, test a segment or absorb overflow.
What happens when you hire
Your new SDR inherits the accounts, the timeline and the next steps. Every call, email and note is already on the account, and S1 agents keep the queue researched, so the new hire starts on worked accounts, not an empty list.
Questions about a SalesOne SDR
How much does an outsourced SDR cost with SalesOne?
An SDR seat is quoted with your plan on the call. What sets the quote is how many accounts the seat covers, which channels it uses and which way of working you choose. For what outsourced SDRs cost across the market, read our guide to outsourced SDR cost.
Who owns the data?
You do. The SDR works inside your SalesOne workspace, so the accounts, records and timelines are yours, and sent email is copied to your CRM when your CRM BCC address is set. When the seat ends, all of it stays in your workspace.
Who approves the SDR’s emails?
A person on your team. With an SDR seat, approvals stay with your team: the SDR’s sequence emails wait for a person on your team, and every approval is recorded with who gave it. Any edit after approval needs a new approval.
Can we keep all prospect contact with our own employees?
Yes. Choose research checks only: the SDR does list and committee checks and call prep, with no prospect contact. Your outreach rules also decide which roles each person may contact, on every channel, so you can reserve roles for your team, such as the C-suite for your CEO.
Is a SalesOne SDR an agency?
No. A SalesOne SDR is an add-on to the software, not a team you hand your pipeline to. The SDR works inside your workspace, on the queue S1 agents build, under your approvals and rules, and no feature depends on the seat. It does not promise a number of meetings.
Bring the work your team is short of time for.
On the call, we look at your accounts and your week, and work out which way of working fits, if any. You will see the queue S1 agents would build, and which tasks a SalesOne SDR would take.