SDR-to-AE Handoff Agent

Replaces a $45k SDR coordinator by auto-prepping AE handoffs from call recordings.

The Problem

Sales teams waste time manually transcribing SDR calls, writing handoff notes, and updating CRM records before AEs can engage prospects. SDR coordinators spend 10+ hours weekly on admin work instead of qualifying leads. This delays deal progression and creates context gaps between SDR and AE conversations.

The Outcome

The agent listens to SDR call recordings, extracts key prospect details and objections, auto-generates AE meeting briefs with talking points, and updates CRM records with next steps and deal stage. AEs open their calendar to fully-prepped opportunities with zero manual note-taking.

Day in the Life

Mon 10am: SDR completes discovery call → agent transcribes recording → extracts budget, timeline, pain points → updates HubSpot

Mon 11am: Agent generates one-page AE brief with prospect context, objections raised, and recommended next steps → posts to Slack

Tue 9am: AE reviews brief, joins scheduled demo with full context → closes 40% faster due to prep work already done

Deploy Specs

Runtime

python

Pattern

native-agent

Tier

medium

Setup Time

hours

Integrations

via Composiomanual setup

✓HubSpot✓Slack✓Zoom✓Google Drive

GitHub Source

Repository

Stars

License

MIT

Last Commit

Replace

SDR Coordinator

$45,000/yr

AgentDepot · Solo plan

$99/month

Save $43,812/yr · 37.9x cheaper

14-day free trial · No credit card

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