A “Day in the Life” (SDR Example) How intentional are you in designing your day, or the days of your salespeople? Here is an example of an “ideal day” in the life of a Sales Development Rep. You can take the principles behind it and design your own “ideal day” templates for other roles in your company. Free gift: download this "Day In The Life Template" from: www.PredictableRevenue.com/templates In this case, the first half of the day is primarily for following up on new and past leads, although perhaps the most important five minutes is in the beginning, when the SDR considers their “3 goals for the day”. In summary, the most effective days begin with prioritizing key goals for the day, then a morning of responding to leads ("important and urgent" work), and and afternoon of calls and preparation for the future ("important, not urgent" work). After lunch, the day is blocked out to focus on scheduled calls and demos and planning. Lastly, the SDR sends out an evening email campaign so that they have fresh responses waiting in their inbox in the morning.
Predictable Revenue Page 97 Page 99