AI Sales Assistant
A tireless SDR that researches accounts, drafts outreach, and keeps the pipeline moving.
- Project range
- $5,000–12,000
- AWS running cost
- $60–300/mo
- Time to deploy
- 3–5 weeks
- Best-fit industries
- B2B services, SaaS
Executive summary
An assistant that works alongside your sales team: it enriches each account, drafts personalized outreach grounded in your value proposition, suggests the next best action, and updates the CRM automatically. It turns a rep's scattered follow-ups into a disciplined, always-on cadence without adding headcount.
Business problem
Reps spend the majority of their day on research, note-taking, and CRM hygiene instead of selling. Follow-ups slip through the cracks, outreach is generic, and pipeline data is perpetually stale — so forecasting is guesswork and deals stall for want of a timely nudge.
Architecture
AWS services
Amazon API Gateway
Networking- — Assistant request endpoint
- — Rate limiting and throttling
AWS Lambda
Compute- — Orchestrate research, drafting, and CRM sync
- — Apply cadence and next-best-action rules
Amazon Bedrock
AI / ML- — Personalized outreach drafts grounded in your messaging
- — Summaries and recommended next steps
Enrichment adapters
Integration- — Pull firmographics, funding, and news signals
- — Normalize into a common account profile
Amazon DynamoDB
Database- — Account and activity state
- — Cadence tracking per opportunity
Amazon EventBridge
Messaging- — Schedule follow-up steps
- — Emit events for downstream automation
AWS Secrets Manager
Security- — CRM and email provider credentials
- — Rotated, never in code
Amazon CloudWatch
Observability- — Logs, metrics, and cost tripwire alarms
Data flow
- 1
A rep adds or opens an account; Lambda gathers context from the CRM and enrichment adapters.
- 2
Bedrock drafts personalized outreach grounded in your value proposition and the account's signals.
- 3
The rep approves or edits; the assistant sends via the connected email tool and logs the activity to the CRM.
- 4
EventBridge schedules the next cadence step; DynamoDB tracks where every opportunity stands.
- 5
Next-best-action suggestions surface daily so no deal goes quiet — reps act on a prioritized queue.
Security considerations
- Least-privilege IAM; per-user and per-IP guards to prevent misuse.
- All CRM and email credentials in Secrets Manager with rotation.
- Human-in-the-loop approval before any message is sent by default.
- Account and contact PII encrypted at rest and in transit, isolated per client.
Cost considerations
- Lambda, DynamoDB, and EventBridge are pay-per-use and near-$0 at idle.
- Bedrock drafting is the main variable cost — cents per generated message.
- Enrichment adapters can use existing subscriptions to avoid new per-lookup fees.
Scalability
- Serverless throughout; scales with rep count and campaign volume.
- New enrichment sources or CRMs attach as adapters — no core rewrite.
- Cadence logic and messaging are configurable per team and per segment.
Deployment roadmap
Phase 1 — Messaging & data
Week 1- — Capture value proposition, personas, and cadence rules
- — Provision AWS foundation and connect the CRM
Phase 2 — Build & integrate
Weeks 2–4- — Build the orchestrator and drafting flow
- — Wire enrichment, email, and CRM adapters
Phase 3 — Pilot & tune
Week 5- — Pilot with a small team
- — Tune prompts, cadence timing, and next-best-action rules
Future enhancements
- Auto-generated call prep briefs before every meeting.
- Deal-risk scoring that flags stalling opportunities.
- Conversation intelligence from recorded calls feeding coaching.
- Territory-level pipeline analytics into the executive dashboard.