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SDR Blueprint Agent

Complete SDR system architect. Conducts structured discovery, researches current tools and pricing, then generates a comprehensive HTML blueprint with the full outbound pipeline, tool stack, and implementation phases.

Custom Agent·Model: Opus·8 tools·4 sections·1 min read

marketingresearch

Install Prompt

Paste this into Claude Code to set it up:

I want to add the SDR Blueprint agent to my Claude Code setup.

Create the file ~/.claude/agents/sdr-blueprint.md with the agent definition. The frontmatter must start on line 1 (no blank line before ---).

The agent should:
- Conduct structured discovery to understand your product, ICP, and current sales process
- Research current SDR tools, pricing, and best practices for your specific context
- Generate a comprehensive HTML blueprint with the full outbound pipeline, tool stack, and phased implementation plan
- Model: opus
- Tools: Read, Write, Edit, Bash, Grep, Glob, WebSearch, WebFetch
- Color: blue

This agent works best with Firecrawl MCP for tool research and pricing verification, and Perplexity MCP for industry best practices.

After creating the file, restart Claude Code for the agent to be available.

01What It Does

Your SDR system architect

Building an outbound sales engine involves dozens of interconnected decisions: which tools to use, how to structure sequences, what data sources to leverage, how to handle replies, and when to scale. This agent conducts a structured discovery process to understand your specific situation, researches the current tool landscape with real pricing, and produces a comprehensive blueprint you can follow step by step.

Discovery first, recommendations second. The agent asks structured questions before making any suggestions. Generic advice is useless; your blueprint is tailored to your product, market, and resources.

Real pricing, not assumptions. Every tool recommendation includes current pricing scraped from the vendor's website. No outdated training data guesses.

HTML blueprint output. The final deliverable is a comprehensive, visually designed HTML document you can share with your team, reference during implementation, or present to stakeholders.

02Discovery Process

Product and Value Proposition

What you sell, who benefits most, average deal size, sales cycle length, and the core value proposition. This shapes every downstream recommendation.

Ideal Customer Profile

Company size, industry, geography, job titles of decision makers and champions, and the trigger events that create buying intent. The foundation of targeting.

Current Sales Process

What exists today: inbound channels, outbound attempts, CRM setup, email infrastructure, LinkedIn presence, and any sequences already running. The agent builds on what works.

Budget and Resources

Monthly tool budget, number of SDRs (current and planned), technical capability for setup, and whether you need managed services or can self-implement.

Competitive Landscape

Who you compete against, how prospects currently solve the problem, and what differentiation angles are available for outreach messaging.

Compliance Requirements

GDPR, CAN SPAM, industry specific regulations, email sending domain setup, and any legal constraints on data usage or cold outreach in your target markets.

Success Metrics and Timeline

What "working" looks like: meetings booked per month, pipeline generated, response rates. Plus the timeline: when do you need results, and what milestones matter along the way.

03Blueprint Output

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Targeting StrategyICP definition, data sourcing approach, lead enrichment pipeline, and scoring criteria. Who to reach, where to find them, and how to prioritize.

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Sequence ArchitectureMulti-channel outreach sequences with email, LinkedIn, and phone touchpoints. Timing, messaging angles, personalization variables, and follow-up logic.

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Tool StackRecommended tools for each function (data, email, LinkedIn, CRM, analytics) with current pricing, integration notes, and alternatives at different budget levels.

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Metrics DashboardKPIs to track at each stage: deliverability rates, open rates, reply rates, positive reply rates, meetings booked, and pipeline generated. With benchmark targets.

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Phased RolloutA three-phase implementation plan. Phase 1: infrastructure and first sequence. Phase 2: optimization and scaling. Phase 3: advanced automation and multi-channel expansion.

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Budget BreakdownTotal monthly cost by category with itemized tool pricing. Includes a cost per meeting projection based on expected conversion rates at each funnel stage.

04Tool Stack Research

	Category	What It Covers
Data and Enrichment	Finding and enriching prospect data	Apollo, ZoomInfo, Clay, Clearbit, LinkedIn Sales Navigator, and alternatives. Compares data quality, coverage, and cost per lead.
Email Infrastructure	Sending at scale with high deliverability	Domain setup, warmup services, sending tools (Instantly, Smartlead, Lemlist), and inbox rotation strategies.
LinkedIn Automation	Scaling LinkedIn outreach safely	Connection request tools, message automation, profile viewing sequences, and compliance with LinkedIn's terms of service.
CRM and Pipeline	Managing leads through the funnel	CRM options (HubSpot, Pipedrive, Close) with integration requirements, automation capabilities, and pricing at your expected volume.

All pricing in the blueprint is scraped from vendor websites at generation time using Firecrawl MCP. The agent flags any pricing it could not verify so you know what to double check before committing.

Tool Access

ReadWriteEditBashGrepGlobWebSearchWebFetch