Jobix.AI - AI Sales Calls & Multi-Channel Automation Platform

Q: How long does it take to deploy an AI SDR?

With a structured onboarding playbook, most teams can deploy their first AI SDR in 3-5 business days. This includes CRM integration (Day 1), script configuration (Day 2), compliance setup (Day 3), testing (Day 4), and go-live with monitoring (Day 5).

Q: What CRM integrations are required for AI SDR onboarding?

At minimum, you need a two-way sync between your AI SDR platform and your CRM (HubSpot, Salesforce, or Pipedrive). This ensures lead data flows in for calling and disposition data flows back for reporting. Most platforms also support Zapier for custom workflows.

Q: What KPIs should I track after deploying an AI SDR?

Track five core KPIs: (1) Connection rate (target 15-25%), (2) Qualification rate (target 8-12% of connections), (3) Appointment set rate (target 3-5% of total dials), (4) Cost per qualified meeting (target under $50), and (5) Pipeline revenue generated per AI SDR hour.

Q: Do I need a dedicated ops manager to run AI SDRs?

No. After initial setup, AI SDRs require approximately 2-3 hours per week of oversight — reviewing call recordings, adjusting scripts, and monitoring KPIs. Most teams assign this to an existing sales ops or RevOps person.

Q: How do I ensure AI SDR calls are TCPA compliant?

Configure your AI SDR with: (1) DNC list scrubbing before each campaign, (2) time-zone aware calling windows (8am-9pm local), (3) mandatory AI disclosure at the start of each call, (4) one-press opt-out capability, and (5) consent documentation for all B2C outreach.

Jobix.AI

AI SDR Onboarding Playbook: Deploy Your First AI Sales Rep in 5 Days

Most sales teams spend 6-8 weeks hiring and training a single human SDR — only to see 40% turnover within the first year. AI SDRs eliminate this cycle entirely: no recruiting, no ramp time, no sick days.

This playbook gives operations managers a day-by-day implementation guide to deploy an AI SDR from zero to live outbound calls in under one business week — at $9.99/hr instead of $25-40/hr for human reps.

Who This Playbook Is For

Sales Operations Managers deploying AI for the first time
RevOps Leaders scaling outbound without headcount
Founders/CEOs at startups wanting to validate outbound before hiring
BPO Directors augmenting human agents with AI capacity

Prerequisites Checklist

Before Day 1, ensure you have:

| Requirement | Details |

|---|---|

| CRM Access | Admin-level access to HubSpot, Salesforce, or Pipedrive |

| Lead List | 500-1,000 qualified leads with phone numbers |

| Call Script Draft | Basic pitch script (we'll optimize in Day 2) |

| Compliance Review | Legal team sign-off on AI calling in your market |

| AI SDR Platform | Active account on Jobix.AI |

Day 1: CRM Integration & Data Pipeline

Time Required: 2-3 hours

Step 1: Connect Your CRM

Jobix.AI offers native integrations with the top CRMs:

HubSpot: One-click OAuth connection. Maps contacts, deals, and activities automatically.
Salesforce: Connect via API key. Map lead/contact objects and configure activity logging.
Pipedrive: Native integration with deal-stage syncing.
Custom CRM: Use the Zapier integration guide for any CRM with a Zapier connector.

Step 2: Configure Field Mapping

Map these critical fields between your CRM and AI SDR:

| CRM Field | AI SDR Field | Purpose |

|---|---|---|

| First Name | greeting_name | Personalized call opening |

| Phone | dial_number | Primary contact number |

| Company | company_context | Company-aware pitch |

| Lead Source | campaign_tag | Attribution tracking |

| Lead Score | priority_level | Call queue ordering |

Step 3: Import Your First List

Upload or sync 500-1,000 leads for your pilot campaign. Pro tip: Start with warm leads (inbound inquiries, website visitors) for your pilot — they'll have higher connection rates, giving you cleaner data to optimize scripts.

Day 2: Script Configuration & Voice Selection

Time Required: 3-4 hours

Building Your AI SDR Script

The best AI SDR scripts follow a proven structure:

1. Opening (5 seconds)

AI disclosure: "Hi [Name], this is [Agent Name] from [Company], an AI-powered sales assistant."
Pattern interrupt: Reference their specific trigger (website visit, content download, etc.)

2. Qualification Questions (30-60 seconds)

Budget: "Are you currently allocating budget for [solution category]?"
Authority: "Are you the right person to evaluate new [solution] tools?"
Need: "What's your biggest challenge with [pain point] right now?"
Timeline: "When are you looking to have a solution in place?"

3. Objection Handling Branches

Configure responses for the top 5 objections:

| Objection | AI Response Strategy |

|---|---|

| "Not interested" | Acknowledge → Ask permission for one question → Deliver micro-value |

| "Send me an email" | Agree → Ask qualifying question first → Confirm email address |

| "Already have a solution" | Acknowledge → Ask about satisfaction level → Offer comparison |

| "Bad timing" | Acknowledge → Ask about ideal timeline → Schedule callback |

| "How did you get my number?" | Transparent answer → Pivot to value prop |

4. Appointment Booking (15 seconds)

Offer 2-3 specific time slots
Confirm via SMS/email immediately
Sync to CRM and rep's calendar

Voice Selection

Choose from 40+ natural-sounding AI voices. Key considerations:

Match your market: Use accent-appropriate voices for regional campaigns
Gender balance: A/B test male vs. female voices (data shows female voices have 12% higher connection rates in B2B SaaS)
Energy level: Match to your brand — professional and calm for enterprise, upbeat for SMB

Day 3: Compliance & Caller ID Setup

Time Required: 2-3 hours

TCPA Compliance Configuration

| Setting | Configuration |

|---|---|

| AI Disclosure | Enabled — first 5 seconds of every call |

| DNC Scrubbing | Automated — checked before each dial |

| Calling Windows | 8:00 AM - 9:00 PM recipient local time |

| Opt-Out Mechanism | Press 1 to be removed — immediate DNC list addition |

| Consent Records | All consent data logged and exportable |

| Recording Disclosure | State-specific two-party consent handling |

Caller ID & STIR/SHAKEN

Register your outbound numbers with STIR/SHAKEN attestation to avoid spam labels:

Register caller IDs through your platform's number management

Enable STIR/SHAKEN A-attestation for maximum deliverability

Rotate numbers across campaigns to maintain reputation

Monitor spam scores weekly via platform analytics

State-Specific Rules

Pay special attention to:

California: CIPA and SB 1001 require explicit AI disclosure
Florida: Written consent required for automated calls to mobile phones
New York: Additional telemarketing registration requirements

Day 4: Pilot Test with 50 Leads

Time Required: 4-5 hours (including monitoring)

Running Your Pilot

Select 50 leads from your warmest segment

Set calling cadence to 3 attempts per lead over 2 days

Monitor calls in real-time for the first 10 calls

Review recordings for all connected calls

What to Measure

| Metric | Target | Action if Below |

|---|---|---|

| Connection Rate | 15-25% | Check caller ID reputation, adjust calling times |

| Talk Time | 45-90 seconds | Shorten opening, improve hooks |

| Qualification Rate | 8-12% of connects | Refine qualification criteria |

| Appointment Set Rate | 3-5% of dials | Improve closing script, offer more flexibility |

| Positive Sentiment | 70%+ | Adjust tone, reduce pushiness |

Iterating on Scripts

After reviewing pilot recordings, optimize:

Drop-off points: Where do prospects disengage? Shorten or restructure.
Successful patterns: What phrases lead to positive outcomes? Double down.
Objection gaps: What new objections emerged? Add handling branches.

Day 5: Go Live & KPI Dashboard Setup

Time Required: 2-3 hours setup, then ongoing monitoring

Launch Your First Full Campaign

Scale from 50 to your full lead list:

Apply pilot learnings — updated scripts from Day 4 iteration

Set daily dial limits — start at 200/day per AI SDR, scale to 1,000+

Configure callback scheduling — for leads who request follow-up

Enable multi-channel sequencing — add SMS and email follow-ups

KPI Dashboard Configuration

Set up real-time dashboards tracking:

Primary KPIs:

📞 Dials per hour: Target 60-80
🔗 Connection rate: Target 15-25%
✅ Qualified meetings booked: Track daily/weekly
💰 Cost per qualified meeting: Target under $50

Secondary KPIs:

📊 Pipeline value generated: Revenue attributed to AI SDR meetings
⏱️ Average talk time: Optimal range 45-90 seconds
📈 Conversion to opportunity: From AI-set meeting to sales pipeline
🔄 Follow-up completion rate: Multi-touch sequence completion

Alert Configuration

Set up automated alerts for:

🔴 Connection rate drops below 10%
🟢 Qualified lead identified — instant Slack notification
🟡 Compliance flag — any call requiring human review

Week 2 and Beyond: Scaling Your AI SDR Team

Scaling Playbook

| Week | Action | Expected Output |

|---|---|---|

| Week 1 | Deploy first AI SDR (this playbook) | 200+ dials/day, 5-10 meetings |

| Week 2 | A/B test scripts and voices | 15-20% improvement in conversion |

| Week 3 | Add second campaign/vertical | 400+ dials/day, 10-20 meetings |

| Week 4 | Enable multi-channel sequences | 2-3x meeting rate via SMS+email follow-up |

| Month 2 | Deploy 5+ AI SDRs across segments | 1,000+ dials/day, team-level reporting |

Cost Comparison: AI SDR vs. Human SDR Team

| Metric | 5 Human SDRs | 5 AI SDRs |

|---|---|---|

| Monthly Cost | $37,500+ | $8,316 |

| Dials/Day | 250-500 | 5,000+ |

| Ramp Time | 6-8 weeks | 5 days |

| Sick Days | 25/year total | 0 |

| Turnover Cost | $15,000 per rep | $0 |

| Annual Savings | — | $366,000+ |

Common Onboarding Mistakes to Avoid

Starting with cold lists: Use warm leads for your pilot to get meaningful data

Over-engineering scripts: Keep initial scripts simple — iterate based on data

Ignoring compliance: TCPA violations cost $500-$1,500 per call. Set up compliance first.

No human oversight: Review 10% of calls weekly, even after your AI SDR is performing well

Single-channel deployment: AI SDRs perform 2-3x better with SMS and email follow-up sequences

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