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The Sales Development Rep (SDR) runs your outbound groundwork. It builds prospect lists from your ideal customer profile, researches accounts, drafts email and LinkedIn outreach, qualifies replies against your rules and keeps the pipeline current. It hands interested prospects to your team.

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Before you hire

Connect these under Settings > Tools:

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Skills it starts with

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Your first week

1

Day 1: define who you sell to

“We sell [PRODUCT] to [ROLE] at [COMPANY TYPE, SIZE, REGION]. Good signals are [e.g. hiring for X, recent funding]. Our best customers are [EXAMPLES].”
2

Day 2: a first list

“Find 20 prospects that fit and add them to a Google Sheet with the reason each one fits.”
Mark the good and bad fits and tell your SDR why.
3

Day 3: outreach drafts

“Draft a first email for the top 5. Keep each under 100 words and make the first line specific to them. Don’t send yet.”
4

Day 4: send and follow up

Once the drafts sound right, approve them.
“Send these. Follow up after 4 working days if there’s no reply, and tell me about any positive reply right away.”
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Day 5: put it on a schedule

“Every Monday at 9am, send me a pipeline review: stale leads, replies waiting, and next steps.”
Outbound email affects your domain’s reputation. Agree on a daily sending volume and opt-out rules with your SDR, verify addresses before sending, and watch your domain health. Emails your worker sends to outside contacts from its Spinnable address count toward your plan’s external communications.

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Common pitfalls

  • A vague profile. “SMBs” isn’t enough. The tighter your ideal customer profile, the better the list.
  • Sending before review. Keep outreach in draft mode until a few rounds of feedback are in.

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Next steps

Using a Corporate Email

Send outreach from your company domain

Communication Restrictions

Control who your worker may contact