Sample Audit

Here's what SDR Copilot caught in 3 emails.

Synthetic example using Artisan on a fictional fintech (Acme Corp). The failure modes are real — pulled from the research that informed the 88% pilot-failure rate. This is what your report would look like.

Company

Acme Corp

Industry

Series B fintech

Size

180 employees

AI SDR

Artisan

Pilot length

47 days

Demo data

Blocked

1

BLOCK

Flagged

1

FLAG

Cleared

1

PASS
Email 01BLOCK

To: Sarah Chen, VP Operations at Northwind Logistics

Sent Yesterday, 9:14 AM

Following up on your Acme Pro renewal

Hi Sarah, I noticed Northwind Logistics is approaching the 12-month anniversary of your Acme Pro subscription — congrats on a great year together! I'd love to walk you through what's new in 2026, including our automated reconciliation suite that could save your finance team another 6-8 hours per week. Got 15 minutes this Thursday? Looking forward to growing the partnership.

Issues found

  • Churned contact, addressed as active customer

    Why it matters: Northwind Logistics churned 4 months ago after a NSF dispute. CRM shows status: lost. Sending a 'renewal' email to a churned account damages reputation and may violate prior-relationship clauses.

    Recommended fix: Block AI SDR from outreaching to contacts with status in (lost, churned, do_not_contact). Re-engagement campaigns require manual approval.

  • Fabricated product feature

    Why it matters: Acme Pro has no 'automated reconciliation suite.' The closest feature (ledger import) was removed in March. The AI hallucinated a benefit to justify the meeting ask.

    Recommended fix: Cross-check every feature mentioned against the live product taxonomy. Block emails that reference >0 sunset or non-existent features.

Email 02FLAG

To: Marcus Webb, Director of Finance at Helix Diagnostics

Sent Yesterday, 11:42 AM

Quick question, Marcus

Hey Marcus — Saw your post on LinkedIn about ERP migrations being a nightmare. We've been there 😅 Acme handles the finance-data piece for 2,000+ Series B teams. Want me to send over the Helix-specific case study? Takes 30 seconds to read and 10 minutes if you want to chat about it after. No pressure either way! — Jordan from Acme

Issues found

  • Tone register mismatch

    Why it matters: Helix is a regulated diagnostics lab (CLIA-certified). Their VPs reliably reject casual emoji-laden outreach. The CRM has a 'communication style: formal' flag set 6 months ago; the AI ignored it.

    Recommended fix: Honor CRM communication-style preferences. For accounts flagged 'formal', enforce no emoji, no contractions, and a complete sign-off.

  • Unverifiable claim ('2,000+ Series B teams')

    Why it matters: Marketing-approved customer count is 1,200. The AI rounded up and added a segment qualifier. Marcus's team will verify on the public customer logo wall and find the inflation.

    Recommended fix: Constrain numeric claims to approved values from the marketing-claims registry. Any quantity in outbound must resolve to a verifiable source.

Email 03PASS

To: Priya Anand, Head of FP&A at Lumen Robotics

Sent Yesterday, 2:08 PM

Thoughts on Q1 budget visibility?

Hi Priya, We work with FP&A leads at hardware-software companies (Eight Sleep, Tonal, Whoop) on real-time spend visibility — usually pulling reports from 4-5 tools into one weekly view. Sounds like Lumen is at the stage where that consolidation work is starting to bite. Worth a quick chat to see if there's a fit? Available Tuesday or Wednesday next week.

Why it cleared

  • CRM status: active prospect, qualified lead score 78
  • Named customer logos (Eight Sleep, Tonal, Whoop) all approved for outbound use
  • Tone matches Priya's CRM preference (direct, business-casual)
  • Specific value prop ('real-time spend visibility') matches an active product capability
  • Soft close, two-option meeting ask — within compliance template guidelines

Recommended actions for Acme Corp.

  1. 1

    Pause Artisan outbound to any account with status in (lost, churned, do_not_contact) until manual re-engagement workflow is approved.

  2. 2

    Add the live product taxonomy + sunset-feature list to the AI's reference context. Block emails referencing >0 non-existent features.

  3. 3

    Enforce CRM communication-style flags (formal / casual / direct) in the AI's prompt construction.

  4. 4

    Constrain numeric claims to the marketing-approved registry. Any quantity must resolve to a public source.

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