SDR-as-a-Service Case Study

Overview

Built a customized integrated environment for JamBase across LinkedIn, Apollo, and HubSpot. The system supports marketing, PR, comms, prep, research, execution, outbound, and CRM management across one sales motion. SDRBase centralizes accounts, contacts, sequences, signals, and RevOps reporting with live CRM data, AI-assisted signal classification, and a prospecting engine.

Workflow architecture

SDRBase workflows diagram for JamBase sales, marketing, RevOps, and customer intelligence — SDRBase workflows across sales, marketing, RevOps, and customer intelligence.

Prospecting flywheel

Core Value

Consolidates T1k account operations into a single operating workspace.
Reduces manual prospecting and enrichment through Apollo + HubSpot orchestration.
Adds AI-powered news intelligence for outbound relevance.
Improves forecast visibility with RevOps dashboards and monthly revenue modeling.

System Architecture

Frontend: React + Vite, wouter routing, TanStack Query, shadcn/ui component system.
Backend: Express API with Drizzle ORM over Postgres.
API contracts generated from shared OpenAPI spec into typed hooks and Zod validation.
Core tabs: Accounts, Contacts, Sequences, Signals, News Signals, Parking Lot, and RevOps.
Brand system implemented with JamBase color and typography standards for multi-tenant client branding.

AI and Automation Layer

News Signals pipeline classifies RSS and pasted content into deal-relevant categories.
LLM-assisted enrichment powers recommendation quality and outbound prioritization.
Outbound creative engine generates infographic and message assets with deterministic brand-safe formatting.
Feedback loops capture reviewer overrides to continuously improve model behavior.

RevOps and Forecasting

Live HubSpot sync for T1k entities and closed-won revenue signals.
Consolidated MRR/ARR reporting with segment-level breakdowns.
Hybrid ad-sales forecast model aligned to spreadsheet-style planning logic.
Team-level signal, sequence, and pipeline visibility for execution accountability.

Integrations

HubSpot private app integration for account, contact, and revenue synchronization.
Apollo API integration for organization and contact prospecting workflows.
LinkedIn workflows for thought leadership, outbound, and account coverage.
LLM integration for classification, strategy assistance, and outbound content generation.
Extensible connectors for Slack approvals, Google Sheets import, and CRM pipelines.