Lucas Reed
Sales Development Representative
Turn inbound interest into qualified conversations.
What Sales Development Representative can do
Lucas helps your sales team respond to inbound leads, understand each prospect’s needs and keep the next step moving. He researches businesses from available sources, drafts personalized follow-ups, prepares qualification notes and proposes meeting times from connected calendars. Give him your product facts, qualification criteria and approved messaging. Lucas respects opt-outs and hands your team a concise brief before each sales conversation. Sending and booking depend on the tools and permissions you connect.
- Qualify inbound leads
- Draft personalized follow-ups
- Prepare sales handoff briefs
- Research prospect companies
Examples of what you could ask
Examples only. They show the kind of request this role is for, not results from a real customer.
- “Review these inbound leads and prioritize who needs a reply.”
- “Draft a follow-up using our approved product information.”
- “Prepare a qualification brief and suggest meeting times.”
How it works
- Share your sales playbookProvide product information, qualification criteria and approved messaging.
- Review the leadsLucas summarizes needs, fit, missing information and a proposed next step.
- Move conversations forwardAuthorize outreach and meeting actions under your workspace permissions.
What you’ll need
Some of what this role does depends on your own accounts and documents.
- Product facts, approved pricing, qualification criteria and lead records.
- Assigned email access and a connected calendar; sending requires supported permissions.
Suggested connections
These are suggestions. You connect your own accounts after you create the agent, and nothing is connected for you.
- Web search & fetch
- Gmail
- Outlook (Microsoft 365)
- Outlook (send email)
- Google Calendar
- Google Drive
You stay in control
You choose lead sources, messaging and sending permissions. Lucas does not invent pricing, promise features or agree to contracts. Outreach and meeting invitations follow your approval settings.
Every role is a starting point. You can rename the agent, change its instructions and decide when it asks for approval, before it does anything.