AI sales and CRM automation starts from £5,000 for a defined first implementation. One lead qualification/follow-up workflow and agreed CRM connection; purchased contact data and cold outbound campaigns separate. Monthly care starts from £299/month; licences, hosting, usage and VAT are additional unless explicitly included.
Last updated: August 2026
Your human sales team's time is too valuable to spend on prospect research, first email drafting and 7-step follow-up sequences. An AI SDR handles all of this - researching each prospect's business context, identifying a personalised relevance hook, executing a multi-step outreach sequence across email and LinkedIn, and booking qualified meetings directly into your calendar. The human team takes over only when a prospect replies positively. Cold outbound results vary widely by list quality, offer and sector. Published benchmarks put typical B2B cold outreach at roughly 3 to 4 qualified meetings per 100 contacts, with well-run campaigns higher. We agree a target from your own list and offer, then measure against it. Related: AI chatbot development and customer support automation.
01. Key Benefits
For each prospect, the AI researches their LinkedIn activity, company news, job postings and website to find a relevant hook. Use approved sources and check the proposed personalisation before sending. The difference between "I noticed your company recently expanded to Birmingham" and "Hi, I wanted to reach out about our services" is the difference between a reply and a delete.
Published sales benchmarks consistently show most B2B meetings are booked after four or more follow-up touches, while many teams stop after two. Our AI SDR executes a 7-step sequence over 21 days with varying channels (email, LinkedIn connection, LinkedIn message) and varying value angles. Each touchpoint provides something new - a relevant case study, a useful resource, a specific question - rather than repeatedly asking "did you get my last email".
When a prospect replies, the AI reads the response, scores it against your qualification criteria and either books a meeting (positive reply), responds with a specific objection-handling message (hesitant reply), or removes from sequence and logs reason (negative reply). Your human sales team only sees qualified opportunities - no time wasted on tyre-kickers or irrelevant responses.
Qualified prospects receive a Calendly or Google Calendar booking link with your actual availability. The AI confirms meeting details, sends a reminder 24 hours before and adds meeting context to the CRM record so your human sales rep has full background before the call. No back-and-forth scheduling emails. No double bookings. Meetings appear in your diary without any manual coordination.
Every prospect, touchpoint, response and meeting is logged to your CRM automatically. GoHighLevel, HubSpot, Salesforce and Pipedrive are supported with native integrations. Pipeline stages update automatically as prospects move through the sequence. Reporting shows exactly which sequences, industries and prospect titles are generating the most meetings - enabling continuous ICP refinement. If your existing CRM cannot support this level of pipeline automation, we also offer bespoke CRM development built around your sales process.
A proposed outreach campaign has a separately agreed audience, contact source, sending route and review process. Define suppression and unsubscribe handling, and check the applicable requirements before enabling sending. The starter does not include purchased data or cold outbound campaigns.
02. What It Covers
We work with you to define your Ideal Customer Profile precisely - industry, company size, geography, job title, buying signal criteria and disqualifying characteristics. We then build your target prospect list using Apollo.io, LinkedIn Sales Navigator and enrichment tools. List quality is the single biggest factor in AI SDR performance - a well-defined ICP on a clean list of 500 prospects outperforms a vague ICP on a list of 5,000 every time.
For each prospect, the AI generates a unique opening line referencing something specific about their business. The sequence runs 5-7 emails over 21 days, each providing a different value angle - relevant case study, specific insight about their industry, a concrete question that requires a reply. Subject lines are A/B tested and refined based on open rate data. Sequences are managed in Instantly, Lemlist or a self-hosted Mailcoach installation depending on your sending volume and data requirements.
LinkedIn is often a strong response channel for London B2B outreach, particularly in financial services, legal and consulting sectors. Our AI SDR system sends connection requests with personalised notes, follows up with a value-first message 48 hours after connection, and executes a 3-step LinkedIn sequence in parallel with the email sequence. LinkedIn activity stays within approved connection request volumes to protect your account. All LinkedIn messaging is logged to your CRM alongside email activity.
The AI reads every reply and classifies it: meeting request, interested but not ready, specific objection, wrong person, out of office, or negative. Each classification triggers the appropriate next action - booking link, objection-handling response, forwarding to the correct contact, follow-up after return date, or removal from sequence. Your human team only sees the qualified positive replies with full conversation context attached. Reply time from AI is under 15 minutes on average, maintaining the momentum of a conversation.
03. Technical Stack
We use Apollo.io as a B2B contact and company data source, alongside your own CRM records and other enrichment tools. We build ICP-filtered lists, verify email deliverability ourselves before any send and enrich contacts with job title, company and intent data where it is available. Intent signals help us prioritise the warmest prospects for first outreach.
Instantly manages sending infrastructure with multiple sending accounts, warm-up protocols and deliverability monitoring. Sending limits per account prevent spam filter triggering. Inbox rotation distributes volume across accounts. Reply detection pauses sequences when a prospect responds. A/B testing on subject lines and opening lines runs automatically with statistical significance gates before declaring a winner.
For London businesses using GoHighLevel as their CRM and sales pipeline, our AI SDR integrates natively - creating contacts, updating pipeline stages, logging all touchpoints and triggering internal notifications when meetings are booked. Softomate has built and run GoHighLevel deployments for agency and professional services businesses across London and the UK, so the integration is configured from working experience rather than documentation.
04. Process
We define your ICP, build your prospect list, design your sequences, set up sending infrastructure, integrate your CRM and launch the system. Week one is discovery and ICP definition. Week two is list building and sequence design. Weeks three to four are infrastructure setup and integration. Go-live in week 4-6. The first qualified meetings typically appear within 14 days of go-live.
A 90-minute workshop defines your ideal customer precisely: industry, company size, geography, job titles with buying authority, buying trigger events, and criteria that disqualify a prospect regardless of company size. We review your best existing customers and identify the patterns that made them a good fit. A well-defined ICP is the single biggest lever on AI SDR performance - worth more than any technology choice. Duration: 3-5 days.
We write 5-7 email templates and 3 LinkedIn messages for each sequence. Each template has a different value angle drawn from your case studies, competitor insights, industry data and specific benefits for the target persona. AI personalisation hooks are designed for each prospect data source. Subject lines are tested in batches of 50 before full deployment. You review and approve all templates before go-live. Duration: 5-7 days.
Sending domain setup (separate from your main domain to protect deliverability), mailbox warm-up (2-3 weeks for new domains), Apollo prospect list import and verification, Instantly sequence configuration, CRM integration setup and reply handling logic configuration. All GDPR documentation (legitimate interest assessment, data flow map, opt-out handling) is prepared and provided. Duration: 7-14 days.
Soft launch with 20-30 prospects from each ICP segment to validate personalisation quality and sequence timing before full scale. Daily monitoring of open rates, reply rates and deliverability for the first week. Any sequence adjustments based on early data are made before full volume is enabled. Softomate monitors deliverability daily for the first 30 days and alerts immediately if any deliverability metric drops below threshold. Duration: 1 week soft launch, 1 week scale-up.
Monthly optimisation reviews analyse open rate, reply rate, positive reply rate and meeting booking rate by ICP segment, sequence, subject line variant and touchpoint number. Underperforming sequences are revised. New ICP segments are tested. Prospect list is refreshed monthly. The system improves continuously - most clients see a 30-50% improvement in meeting booking rate between month 1 and month 3 as optimisation data accumulates.
05. Why Choose Us
Personalisation should go beyond spin-tag substitution ("Hi [first name], I noticed [company name] recently..."). Our systems research each prospect individually and generate unique opening sentences that reference something specific and relevant. The difference in reply rates is measurable - 45-60% open rates versus 20-25% for template campaigns.
Sending infrastructure is built to protect your email reputation. Separate sending domains, proper SPF/DKIM/DMARC configuration, mailbox warm-up protocols and volume limits aligned with spam filter thresholds. We have never had a client's main domain blacklisted. This matters more than any personalisation technology - an email that goes to spam never gets read.
We understand the London B2B buying environment - the decision timelines, the preferred contact channels for different sectors, the sensitivity around cold outreach in regulated industries and the specific pain points of businesses in financial services, legal, property and professional services. This sector knowledge is built into ICP definitions, sequence timing and messaging that would take 6 months to discover through trial and error.
A London SDR costs £35,000-£45,000 per year in salary plus £10,000-£15,000 in tools and management overhead. Our AI SDR system costs £14,000-£22,000 to build and £300-£700/month to maintain. The AI SDR runs 200+ concurrent sequences versus a human SDR's 30-50. Most clients achieve positive ROI within 90 days of go-live based on meetings booked alone - before any revenue is attributed.
06. Pricing
AI sales and CRM automation starts from £5,000 for a defined first implementation. One lead qualification/follow-up workflow and agreed CRM connection; purchased contact data and cold outbound campaigns separate. Monthly care starts from £299/month; licences, hosting, usage and VAT are additional unless explicitly included.
Separately scoped and quoted
ICP definition, list building, AI-personalised email sequence (5-7 steps), CRM logging, 3-4 week delivery.
£14,000-£22,000
Multi-channel (email + LinkedIn), AI reply handling, meeting booking integration, full CRM pipeline, 5-6 week delivery.
Monthly care starts from £299/month for the agreed system. Additional features, licences, hosting and usage are separate.
09. FAQs
An AI SDR (Sales Development Representative) performs the top-of-funnel sales activities that human SDRs do - prospecting, personalised outreach, follow-up sequences and initial qualification - but at scale and 24/7 without sick days, commission disputes or inconsistency. The key difference is that AI handles volume (researching 200 prospects, sending personalised sequences, following up 7 times) while your human sales team focuses on consultative selling and closing. AI SDRs are not a replacement for human relationship selling - they handle the pipeline-filling work that is currently limiting your human team.
AI sales and CRM automation starts from £5,000 for implementation. One lead qualification/follow-up workflow and agreed CRM connection; purchased contact data and cold outbound campaigns separate. Monthly care starts from £299/month. Prices exclude VAT. Required licences, hosting and usage are confirmed separately before you commit. Care is optional after client-managed handover; additional development is quoted separately.
Purchased contact data and cold outbound campaigns are separate from the first lead qualification or follow-up workflow. Any proposed campaign needs its own review of the audience, contact source, permissions, sending channel and suppression process. Approval of an integration does not by itself authorise outreach to every contact in a database.
Native integrations exist for GoHighLevel, HubSpot, Salesforce, Pipedrive, Zoho and most common CRM platforms. The AI logs every prospect interaction - email sends, opens, replies, LinkedIn connections and call outcomes - to the CRM in real time. New contacts are created automatically with enrichment data. Leads that reach your qualification threshold trigger a Slack notification to the human sales team with full context. GoHighLevel integration is particularly strong for London agencies and professional services businesses using GHL as their CRM and pipeline management tool.
The workflow uses the approved enquiry, quotation or customer history to prepare a draft. It should identify the actual next step and avoid invented claims about the customer. The agreed review and sending rules determine whether staff approve the message before it leaves the system.
Record the current response time, missed follow-ups, qualified enquiries and resulting opportunities before launch. Compare equivalent periods and track the outcome in the CRM. We do not promise a universal reply or booking rate; the audience, offer, data and actual process determine the result.
The AI sales layer can also work with customers and opportunities you already hold. Review account history, identify dormant customers, flag quotations without follow-up and prepare a relevant next action for the account owner. Managers can ask which opportunities need attention and inspect the records supporting the answer.
A practical workflow is: receive enquiry, check the account, qualify the requirement, create or update the CRM opportunity, prepare a response and assign the next task. Agree permissions and approval for outbound actions, and keep the original enquiry linked to the record.
For product and supplier-pricing enquiries, explore AI RFQ and quotation automation. For the complete capability portfolio across ERP and CRM platforms, see AI integration with existing business systems.
Scope your first workflow
Choose the tasks your first implementation needs. The starting package covers its agreed scope; this capability list is not a promise that every task is included in one fee.
Lead qualification. Qualify an incoming lead against agreed project criteria and record what still needs clarification.
Target sales lists. Prepare target account lists from approved records or separately agreed data sources; purchased data is not included in the starter.
Customer-history analysis. Summarise permitted orders, conversations and quotation history before an account review.
Next action recommendations. Suggest the next action with the source records and the business rule behind the suggestion.
Dormant customer reactivation. Identify customers whose activity has fallen outside your agreed reactivation window.
Personalised follow-up. Prepare a follow-up using the actual enquiry or account context, with review and suppression rules.
Opportunity attention list. Answer which opportunities need attention using agreed stage, value, ownership and activity criteria.
Unfollowed quotation list. List quotations without a recorded follow-up and prepare a task for the responsible employee.
Clear scope, agreed costs
Start with the workflow your business needs today. We confirm the implementation scope and full running costs before you commit.
Starting prices excluding VAT
From £5,000
One-off implementation
Monthly plan from £299/month
One lead qualification/follow-up workflow and agreed CRM connection; purchased contact data and cold outbound campaigns separate.
Care is optional after client-managed handover and forms part of the fee while we manage your chosen service. We agree the monitoring, maintenance and technical assistance covered by your plan. Additional features and larger changes are quoted separately.
Your proposal identifies any required software licences, hosting and usage charges. We reuse suitable existing subscriptions and charge shared platform access once for the agreed account.
Deen Dayal Yadav
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