diff --git a/nuxt/content/handbook/marketing/sdr.md b/nuxt/content/handbook/marketing/sdr.md index be251bc134..dfc3829265 100644 --- a/nuxt/content/handbook/marketing/sdr.md +++ b/nuxt/content/handbook/marketing/sdr.md @@ -53,24 +53,66 @@ further meeting is paid at the cap. The process and tasks for paying out this bonus are described in the Operations handbook, under [Processing Bonuses](/handbook/operations/commission-payment/#processing-bonuses). -#### CRM Hygiene +## Daily Process + +An SDR's day is split into three kinds of work: sourcing new leads, calling +them, and the administrative work that keeps everything moving. + +| Block | Time per day | Focus | +| --- | --- | --- | +| Sourcing | 2 hours, in two 1-hour blocks | Finding and enriching intent-based accounts, new accounts, and ICP leads within them | +| Calling | At least 4 hours, in two blocks of at least 2 hours | Outbound calls to sequenced leads, 50 or more a day | +| Administrative work | 1–2 hours, usually at the start or end of the day | Email, meetings, sequence development, and reporting | + +Plan your sourcing blocks around your calling blocks. The time zones of your +call tasks decide when you call, and sourcing fills the time around it. The +schedule can shift from day to day depending on meetings and other +administrative work. + +## Meeting Tracking + +When an SDR books a discovery meeting, they are also responsible for tracking +it through to completion. To make this easier, each SDR creates a HubSpot +segment named ` - SDR meetings booked`. + +1. **Book the meeting.** Use the calendar of the AE who covers the lead's +territory, either through Google Calendar or HubSpot. +2. **Write the discovery note.** Paste the lead's name, email address, and your +call notes into Claude, and use the Disconotes skill to format them into a +discovery note. +3. **Share the discovery note.** Post it in the `#dept-sales` channel in Slack. +4. **Add the company to your segment.** Add it to your SDR meetings booked +segment in HubSpot. +5. **Join the first meeting.** The SDR attends the first meeting and introduces +the prospect to the AE. +6. **Reschedule no-shows.** If the prospect doesn't attend, the SDR reschedules +the meeting. +7. **Mark the meeting as completed.** Once the meeting has taken place, set its +outcome to `Completed` in HubSpot. This applies whether or not the lead moves +to SQL. + +After an attended meeting, the AE creates the deal and the lead moves to SQL. +The SDR stays involved after the handoff and helps the AE with any further +outreach to the account, if needed. + +## CRM Hygiene The SDR is responsible for keeping lifecycle stage and lead status current in HubSpot based on the outcome of each call. Lifecycle stage will be set to `Disqualified` and lead status will be set to `Unqualified` for all contacts that have no business relevance. -##### Call Outcomes and Definitions +## Call Outcomes and Definitions When you log a call, pick the outcome that best matches what happened. Using the same definitions across the team keeps our reporting accurate. --Busy: The prospect answered but couldn't talk. They asked you to call back or said something like "I can't talk right now" or "It's a bad time." --Connected: The prospect you were trying to reach answered and talked with you. They answered at least basic questions, and you gathered some information. --Left Live Message: You left a message with someone other than the prospect. --Left Voicemail: You recorded and left a voicemail for the prospect. --Meeting Booked: you connected with the prospect, and they booked a meeting with an AE. --No Answer: The prospect didn't answer, and you didn't leave a message. --wrong Number: The number doesn't belong to the assigned contact. +1. Busy: The prospect answered but couldn't talk. They asked you to call back or said something like "I can't talk right now" or "It's a bad time." +2. Connected: The prospect you were trying to reach answered and talked with you. They answered at least basic questions, and you gathered some information. +3. Left Live Message: You left a message with someone other than the prospect. +4. Left Voicemail: You recorded and left a voicemail for the prospect. +5. Meeting Booked: you connected with the prospect, and they booked a meeting with an AE. +6. No Answer: The prospect didn't answer, and you didn't leave a message. +7. wrong Number: The number doesn't belong to the assigned contact. **Examples**