SDR Framework
AI-Assisted
Outreach System
Message structure, niche examples, follow-up logic, and handover rules. Everything the AI SDR needs to run and everything that must come back to human review.
Message Framework
Hook → Problem → Question → Solution → CTA
Step 01
Hook
Reference something specific — niche, business type, or a pain common in their category. Not a compliment. A signal that you're in the space.
Step 02
Problem
Name the problem they're most likely experiencing. Be specific. The more precisely you name it, the more they assume you understand their world.
Step 03
Question
Ask a single, open question that relates to the problem. Not rhetorical. You want an answer. Questions get replies. Statements don't.
Step 04
Solution
Only if they reply. One sentence on what you do — not features, not packages. The outcome you deliver. Triggered by their response, not your schedule.
Step 05
CTA
One clear ask. 15-minute call. Not "let me know if you're interested." Specific time request or a Calendly link. One option. No alternatives.
Niche Examples
Hook
Connect note
Noticed you run [clinic name] — we work with a lot of aesthetics and med spa owners on their marketing. Would love to connect.
Problem +
Question
Question
First message
Quick question [name] — are you finding that consistent content is one of those things that always gets pushed to the back? Most med spa owners I speak to say it's the first thing that slips when you're running treatments all day.
FU 1
Day 3 no reply
Didn't want to lose you in the feed — did my last message land okay?
Solution +
CTA
CTA
On reply
We run AI-powered content, email, and booking automations specifically for aesthetics businesses — so your marketing runs without you lifting a finger. Worth a 15-minute call to show you what it looks like in practice?
FU 2
Day 5 no reply
We're running a 14-day pilot for med spa and aesthetics businesses — happy to share what's involved if it's useful. No pressure either way.
Hook
Connect note
I focus specifically on marketing for estate agencies — come across [agency name] a few times. Good to connect with people in the space.
Problem +
Question
Question
First message
Hey [name] — genuine question: do you have a process for staying in front of your valuation pipeline between listing and instruction? Most independent agents I speak to say that's where a lot of business goes quiet.
FU 1
Day 3 no reply
Just checking this came through — LinkedIn has a habit of burying messages. Worth a nudge.
Solution +
CTA
CTA
On reply
We build automated email sequences and content systems for independent estate agencies — keeping your name in front of valuations and past clients without manual work. One of our clients got 3 new instructions directly from their email list in 60 days. Quick call to show you how it works?
FU 2
Day 5 no reply
We just put together a 14-day pilot for estate agencies — one automation, real results, £499. Happy to share details if the timing's ever right.
Hook
Connect note
We work with mortgage brokers and IFAs on content and email marketing — came across your profile. Would love to connect with people in the space.
Problem +
Question
Question
First message
[Name] — are you still in touch with clients from 2–3 years ago who took products that are likely up for renewal? Most brokers I speak to say that's the highest-value pipeline they're not working.
FU 1
Day 3 no reply
Totally understand if the timing's off — happy to circle back when it suits. Just didn't want to disappear without checking.
Solution +
CTA
CTA
On reply
We build automated rate alert campaigns and renewal sequences for mortgage brokers — so you're front of mind when clients are ready to move, without doing it manually. Worth 15 minutes to show you what a full client re-engagement system looks like?
FU 2
Day 5 no reply
Sharing because it's relevant — we just helped a broker re-engage 200 past clients and book 4 renewal conversations in the first week. Happy to walk you through how if it's useful.
Follow-Up Logic
When to send. What to send. When to stop.
Day 0
Connection Request
Send with a short personalised note (under 300 chars). Do not pitch. Do not mention services. Goal: get them to accept. Log in CRM: New.
Day 2 — if accepted
First Message
Pain-driven question. No offer. No mention of Aldric Group. Send within 24–48 hours of acceptance — not immediately (looks automated). Log in CRM: Contacted.
Day 5 — if no reply to first message
Follow-Up 1
Single soft bump. Feed check or no-pressure close. One sentence maximum. If they reply here, treat as warm — move to First Message reply flow. Log: Contacted (FU1).
Day 8 — if no reply to FU1
Follow-Up 2 — Soft CTA
Lead with value (result, pilot offer, or relevant case study). One soft ask. Do not use guilt language. This is the last value-add touch before final. Log: Contacted (FU2).
Day 12 — if still no reply
Final Touch or Archive
Option A — Final touch: "Last message from me — if this ever becomes relevant, I'm easy to find. Good luck with everything [name]."
Option B — Silent archive: No message. Just tag CRM: Archived. Revisit in 30+ days with a completely new angle.
After this: no more messages. 4 touches is the hard ceiling.
Option B — Silent archive: No message. Just tag CRM: Archived. Revisit in 30+ days with a completely new angle.
After this: no more messages. 4 touches is the hard ceiling.
Handover Conditions
When AI stops. When human takes over.
| Trigger | Flag | Action |
|---|---|---|
| Pricing or budget mentioned | 🔴 Red | Immediate human takeover. Do not respond with pricing in chat. Reply: "Good question — let me give you the full picture on a quick call. 15 minutes?" Then book the call. Move CRM to Call Booked. |
| Mentions current agency or supplier | 🔴 Red | Escalate. High-intent signal. Human responds: ask what they're not getting from current supplier. Don't position against them — let the prospect do it. Do not pitch yet. |
| Call requested directly | 🔴 Red | Immediate human takeover. Confirm the call, send Calendly or time options within 1 hour. Do not let an AI confirm or handle scheduling logistics. |
| "Tell me more" + follow-up question | 🟡 Amber | AI responds once with a single, clear answer. Then escalates to human: "I'd love to show you more on a quick call — does [day] or [day] work?" Human takes over from here. |
| Two replies, no CTA resistance | 🟡 Amber | AI sends call ask. If prospect says yes → human takes over immediately. If no reply within 24h → follow-up logic resumes. Log: Call Booked or Contacted (warm). |
| Objection: "Not the right time" | 🟡 Amber | AI responds: "Totally — I'll check back in next month." Tag CRM: Follow-up 30d. Human sets a manual reminder. No automation. Real human outreach at 30 days. |
| No reply after 3 touches | 🟢 Archive | AI archives. Tag CRM: Archived. No 4th message. Human reviews archived list monthly — reactivate with a completely new angle if timing may have changed. |