Pipeline Pilot · B2B development workflow

AI BDR Workflow for B2B Outreach and Appointment Setting

An AI BDR workflow can support the business-development activities that happen before a sales conversation: approved outreach, consistent follow-up, response handling, and a defined path to appointment setting.

Pipeline Pilot coordinates team-approved cold email, AI voice calls, and SMS follow-up for B2B teams that need one process for moving prospects toward a demo, consultation, or sales call.

Published pricing: $597 per month plus a one-time $150 setup fee · month-to-month

Build an AI BDR workflow around your sales process

A strong workflow has clear controls from audience selection through the human handoff.

Audience and message review

Your team reviews target roles, contact sources, email messaging, call guidance, and SMS templates before outreach begins.

Configured outreach cadence

Set the campaign sequence, schedules, calling windows, escalation rules, and follow-up steps that fit your business-development process.

Demo and consultation routing

Use the workflow to surface qualified interest and demo requests with context so the right person can take over.

Pipeline Pilot: a configured AI sales workflow

Pipeline Pilot coordinates cold email, AI voice calls, and SMS follow-up for teams that sell through demos, consultations, or sales calls. It is designed around the process your team has approved—not a generic automation sequence.

Your team retains control of audiences, messaging, schedules, calling windows, escalation rules, and handoffs. When a prospect shows interest or requests a demo, the workflow makes that context available for a human next step.

ai bdr questions

What is an AI BDR?

An AI BDR is software that supports business-development activities such as approved prospect outreach, follow-up, response handling, and appointment-setting workflow.

How is an AI BDR different from an AI SDR?

The terms are often used for similar sales-development and business-development workflows. The right fit depends on your audience, sales motion, approved channels, and handoff process.

What does Pipeline Pilot include?

Pipeline Pilot coordinates approved cold email, AI voice calls, SMS follow-up, and appointment-setting workflow. It is priced at $597 per month plus a one-time $150 setup fee, month-to-month.

Review Pipeline Pilot for your sales process

Discuss the approved outreach channels, team controls, handoff process, and current month-to-month pricing for your business.