David Wolf · Project Use Case
AI SECURITY · PRODUCT SECURITY · INTERNAL PRODUCT
Internal Product
Piper AI SDR & Hyper-Personalized Outreach Platform
A Sales AI platform combining personality intelligence, email discovery, CRM enrichment, LinkedIn context, cold outbound automation, and agentic sales...
Designed and built Piper, an AI-powered SDR and hyper-personalized outreach platform combining personality intelligence, lead enrichment, email discovery, LinkedIn/context extraction, CRM autofill, cold outbound drafting,...
Client
Internal Product / Confidential Platform
Engagement Type
Internal product buildout
Period
2024–2026
Role
Principal Architect / Product Architect / AI Sales Automation Engineer
Focus Areas
AI SDR, Sales AI, Personality-Aware Outreach, CRM Enrichment
The Research Narrative
Strategic Problem
The challenge was building personalization without creating spam automation. Piper needed enrichment, personality-aware framing, CRM context, review gates, deliverability awareness, and agent workflows that...
What David Did
David designed Piper around lead enrichment, email discovery, LinkedIn context, CRM autofill, psychographic/personality signals, account research, message generation, follow-up planning,...
What Became Clearer
Piper creates a product bridge between Sales AI, Recruiter AI, and Talent AI. It shows how personality intelligence, browser automation, CRM enrichment, and agentic workflows can produce...
Consulting Proof
This is evidence of turning messy security telemetry into explainable dashboards, alert-quality improvements, and executive-ready operating views.
The Context
Outbound sales is flooded with generic automation. Buyers can tell when a message is templated, irrelevant, and context-free. A useful AI SDR has to understand the person, company, timing, problem, and proof before writing.
The Challenge
The challenge was building personalization without creating spam automation. Piper needed enrichment, personality-aware framing, CRM context, review gates, deliverability awareness, and agent workflows that support humans rather than silently blasting prospects.
What I Did
David designed Piper around lead enrichment, email discovery, LinkedIn context, CRM autofill, psychographic/personality signals, account research, message generation, follow-up planning, and agentic SDR task orchestration.
- •Designed Piper as an AI SDR platform rather than a simple email-template generator
- •Connected lead enrichment, email discovery, CRM autofill, LinkedIn context, company research, and personality intelligence into one outbound workflow
- •Used browser-extension and local automation concepts to capture context from CRM, LinkedIn, Gmail, job boards, company sites, and prospect pages
- •Designed personality-aware outreach logic that adapts tone, framing, evidence, proof points, and call-to-action strategy to the recipient's likely communication style
- •Built reusable narrative patterns for cold email, follow-ups, LinkedIn messages, recruiter outreach, candidate outreach, and sales sequences
- •Designed agentic workflows that can research accounts, summarize signals, draft outreach, propose follow-ups, update CRM fields, and prepare call notes
- •Connected outreach personalization to structured profiles rather than one-off prompt output
- •Created a CRM enrichment model for filling missing company, contact, role, context, and relationship fields
The Outcome
Piper creates a product bridge between Sales AI, Recruiter AI, and Talent AI. It shows how personality intelligence, browser automation, CRM enrichment, and agentic workflows can produce more useful outreach while staying reviewable and responsible.
Research Outcomes
Signal Quality
Improved the trustworthiness of operational security signals
Operational Clarity
Translated complex security data into clearer operating views
Executive Visibility
Built dashboards leaders could trust for decision-making
Operational Impact
Turned raw telemetry into actionable security intelligence
Capabilities Demonstrated
Executive Reporting
Security data translated for leadership
Telemetry Normalization
Consistent and trusted data
Operational Reporting
Actionable views for security operations
Security Analytics
Signal investigation and event analysis
IAM / Access Control
Identity telemetry and access insights
SIEM Alert Debugging
Noise reduction and signal validation
Dashboard Development
Operational and executive views
Public-Safe Evidence
Shareable insights without sensitive data
Key Deliverables
- •Piper AI SDR product architecture
- •Sales AI pillar strategy
- •Lead enrichment and CRM autofill model
- •Email discovery workflow
- •LinkedIn and browser-context extraction workflow
- •Personality-aware outreach model
- •Cold email and follow-up generation workflow
- •Recipient profile and communication-style model
Tools & Technologies
Consulting Translation
The reusable pattern is not Disney-specific: normalize fragmented security telemetry, debug low-signal alert behavior, build trusted operating views, and give leadership evidence they can act on without exposing sensitive systems.