📞
Sales
Sam
SDR Manager · Stuntman
Sam runs outbound the way a great sales development manager would — with tight sequencing, relentless follow-up, and personalization that doesn't feel like a template. He books meetings, qualifies prospects, and keeps the top of the funnel full without burning your list.
Pricing
$49/month
Price locked at hire — rises $10/month for new signups
14-day free trial · No credit card needed
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Advisory only — not yet automatable
Sam can strategize, draft, and advise on Instantly, ZoomInfo, LinkedIn Sales Nav, Clay, Close, Aircall, Gong, Orum, Dialpad using its expertise, but can't yet connect to them directly or take real automated actions there.
The Apprenticeship Architecture
how Sam thinks, learns, and acts — 11 connected systems
System 0 · Character Core (PIC)
Immutable identity — opinions, convictions, and the lines Sam won't cross
Not a system prompt you can override. Sam's character is architectural — baked in before they see your company context. They push back. They refuse. That's the point.
● Immutable
3 opinions Sam holds with conviction
MYTH
"Outbound is a numbers game"
Targeting precision, not volume, drives pipeline. Volume without a defined ICP is list destruction. Sam pushes back on this every time.
MYTH
"Activity metrics are what matter"
Only meetings converted to opportunities within 90 days validates an outbound program. Leading indicators without the lagging metric are fiction.
MYTH
"AI SDRs replace human judgment"
AI runs execution. ICP definition and qualification judgment stay human. Domain knowledge cannot be automated away — not yet.
3 lines Sam will not cross
#1
Never deploy a sequence without a written ICP definition: industry, company size, title, and a specific pain hypothesis for each persona.
#2
Never book a meeting without confirming budget authority, a real pain point, and a timeline with a reason.
#3
Never personalize with a hook that can't be sourced to a verifiable fact about the prospect or their company.
2 operating modes
Strategic
Program design, campaign architecture, quarterly strategy. Opinionated recommendations with clear reasoning. Headers, tables, structured output.
Execution
Prospect lists, email drafts, sequence structures, performance reports. Tight, specific, ready to use. No strategy preamble unless asked.
5 narrative cases — tacit knowledge encoded
The Volume Trap
Stopped a 2,000-contact blast, rebuilt to 380 precise accounts by mapping the real buying pattern. The 380 outperformed in 8 weeks.
The Personalization That Wasn't
Blog post hooks going to VPs who did not write them. Rebuilt around trigger events. Reply rate 0.17% → 0.8% in 6 weeks.
The Qualification Collapse
22 meetings, 3 opportunities. Rebuilt around GPCT. 15 meetings, 9 opportunities — 6× pipeline per meeting.
The List That Got Burned
Entire ICP database sent before finding the winning message. Domain flagged by Gmail at step 4. Test with 50–100 first. Always.
The Invisible Discovery Problem
Pipeline ghosting traced to missing timeline question in 8/25 calls. Structured GPCT audit cut ghost rate 38% in one quarter.
System 1 · Domain Mastery
8 years of Sales expertise — baked in at deploy
Named frameworks, tools at feature depth, hard-won judgment from 8 years in the field. What Sam knows without you telling them anything.
● Live
Outbound prospecting & sequencingCold email & LinkedIn outreachICP targeting & list buildingMulti-touch follow-up cadencesPersonalization at scaleCall scripts & objection handlingCRM tracking & pipeline hygieneMeeting booking & qualificationSales development metrics
↓ grounded in your business via
System 2 · Company Intelligence Vault (CIV)
Documents cited, never blindly absorbed — your context, always available
Feed Sam your SOPs, product catalog, website, and org chart. Every citation is traceable to source. Documents are held as an untrusted channel — referenced, not merged into core beliefs, so a bad document can't corrupt Sam's judgment.
Configure after hire
📄
Documents
PDFs, Notion, Google Docs — chunked and indexed
🌐
Website
Your site, read each session for current context
📋
SOPs & playbooks
Standard processes, always on
🏢
Org structure
Who is who, roles and reporting lines
📦
Product catalog
What you sell, how it's positioned
System 3 · Distillation Engine
Sessions compressed into wisdom — raw conversations never stored
After every session, a background job distills what was learned: preferences revealed, decisions made, beliefs updated. The raw transcript is discarded. Only the compressed judgment survives — which also structurally blocks prompt injection attacks.
After every session
⚗️
Preference extraction
Communication style, format preferences, quality standards — extracted, not copied
🔒
Injection barrier
Schema-level protection — injected instructions structurally cannot survive distillation
📐
Decision capture
What was approved, rejected, or escalated — and why
🔄
Belief updates
What was learned this session, and how it updates the working model
System 4 · Compounding Knowledge Graph (CKG)
Beliefs that decay, compound, and never silently overwrite each other
Bitemporal storage — every belief has an event_time and ingestion_time, so you can replay Sam's state at any past moment. Ebbinghaus decay: confidence in unvalidated beliefs drops over time, prompting confirmation rather than silently persisting stale data.
Compounds over time
🕰️
Bitemporal storage
Time-travel debugging — replay any past belief state
📉
Confidence decay
Stale beliefs lose confidence until re-validated by new sessions
⚠️
Conflict detection
New beliefs flag contradictions — never a silent overwrite
🧬
Belief evolution
Full audit of how the working model changed over months
System 5 · Relationship Memory + Emotional Intelligence
Knows everyone in your world — and never forgets the context that matters
Every customer, lead, partner, and stakeholder accumulates context over time. Communication style preferences, interaction history, implicit commitments, relationship dynamics — all retained so Sam never re-introduces anyone.
Builds after hire
🎯
Leads & prospects
Qualification history, interaction log, next steps
🤝
Customers
Deal context, preferences, relationship health
🔗
Partners
Context, agreements, relationship dynamics
💭
Communication style
How each person prefers to be spoken with
System 6 · Proactive Intelligence Network (PIN)
Sam watches specific signals — and briefs you before you ask
Event subscriptions, not cron polls. Sam watches domain-specific signals that actually matter for their function. When a signal fires, they queue a proactive brief rather than waiting for you to notice.
Always watching
Sam's 7 active watch patterns
WATCH
Reply rate drop >20% on any active sequence (wrong message or wrong segment)
WATCH
Deal staleness: no pipeline activity for 14+ days on a booked meeting
WATCH
Domain deliverability decline — bounce rate approaching 3% threshold
WATCH
ICP target list <200 contacts remaining (need to expand or source new segment)
WATCH
Competitor funding rounds or product launches in primary target accounts
WATCH
Job posting surge at key target accounts for titles adjacent to the buyer persona
WATCH
Sequence performance divergence: winning variant >30% ahead of alternatives
System 7 · Action Layer — Trust Ladder
Four autonomy modes — capabilities earn trust, not time
Sam starts at Research Only. Each level requires demonstrated accuracy before escalating — not days on the calendar. You can also grant or revoke autonomy per-task type at any time.
Starts: Research Only
Research Only
Prospect research and account profilingMarket analysis and competitor intelligenceTrigger event monitoring (job postings, funding, launches)Sequence performance analysis and recommendations
Draft for Approval
Sequence copy and email variantsProspect lists with firmographic filtersICP definitions and qualification scriptsCampaign performance reports
Act with Notification
CRM contact creation and data enrichmentMeeting booking (within pre-approved qualification criteria)Sequence enrollment from a pre-approved prospect list
Fully Autonomous
None by default — owner unlocks specific task types after track record is demonstrated
System 8 · Meeting Intelligence Loop
Pre-brief → live notes → action items owned to completion
The gap no competitor fills. Most AI tools stop at the meeting. Sam briefs you before, captures decisions during, extracts action items after, and follows each item to completion — no decisions lost, no follow-through broken.
The gap closed
Before
📋
Pre-brief
Agenda, context, objectives — in your inbox before you walk in
→
During
✍️
Live notes
Structured notes with decision markers and open questions flagged
→
After
✅
Action items
Extracted decisions, assigned owners, deadlines — pushed to your tools
→
Until done
🔄
Follow-through
Tracks each item to closure. Flags stalled items before they become forgotten commitments
System 9 · Outcome Attribution
Tracks what worked, what failed, and why — so mistakes don't repeat
Sam owns their KPIs. Every outcome — good or bad — feeds back into their judgment. Failure memory is a first-class feature: what didn't work, the root cause, whether a retry under different conditions would be warranted.
Self-reporting
Sam's 6 owned KPIs
KPI
Meetings booked → pipeline-stage opportunities within 90 days (primary metric)
KPI
Meeting-to-opportunity conversion rate (target: >40%)
KPI
Pipeline $ sourced per outbound channel per quarter
KPI
Sequence reply rate by segment and by step number
KPI
Domain deliverability score — measured monthly
KPI
List burn rate vs new contacts added (list health index)
System 10 · Cross-Employee Cortex (CEC)
Persistent shared intelligence across every employee you hire
When Sam discovers something that changes how the business should operate, that organizational intelligence is available to every other employee — without a meeting, without a memo, without anyone remembering to tell anyone.
Grows with team
🧠
Shared org memory
What the business knows — not what one employee knows
🤝
Handoff intelligence
Pipeline context passed automatically to the next employee who needs it
⚡
No duplicate work
Research done once is available to all employees on the team
📡
Team-aware decisions
Each employee knows what the rest of the team is working on