📅 2025-05-05 — Session: Developed AI SDR booking and logging module strategy
🕒 19:50–20:05
🏷️ Labels: AI, Automation, SDR, Client Engagement, Modular Design
📂 Project: Dev
⭐ Priority: MEDIUM
Session Goal
The primary goal of this session was to strategize the development of an AI SDR booking and logging module, with a focus on client engagement strategies and modular design.
Key Activities
- Conducted a strategic analysis of the AI automation project, emphasizing the client’s maturity and technical skill requirements.
- Drafted a job application proposal for automation and API integration, showcasing relevant experience and skills.
- Analyzed client briefs to tailor an Upwork proposal, considering the client’s non-technical background and emphasis on modular solutions.
- Revised client communication strategies to build trust and highlight capabilities in automation projects.
- Assessed a modular AI transcription platform project for potential contributions and challenges.
- Evaluated project budgeting strategies for a SaaS application, considering a $2,500 budget.
- Developed a professional client communication template for initiating collaborations on MVPs.
Achievements
- Clarified the strategic direction for the AI SDR booking and logging module.
- Created a tailored job proposal for automation and API integration.
- Developed a trust-building communication strategy for client engagement.
Pending Tasks
- Finalize the AI SDR module design and begin implementation.
- Continue refining client communication templates for various scenarios.
- Explore further budgeting options for SaaS development.