Example Simplified Training Plan For A New SDR Assumption: The first 2-4 weeks of their job are focused on general company training, product training, services, etc., before they focus on SDR training. Week 3 Every day: 3 Goals (see examples on the next page) 1. Daily training 2. Configure Salesforce.com, explore Salesforce.com 3. Sit with an SDR and salesperson every day 4. Add an account and contacts from your source of data 5. Learn how to de-duplicate accounts (how to thoroughly check new leads to ensure they are not already in the system) 6. Send a mass outbound email to 20-50 contacts 7. Transition the prior SDR's territory Weeks 4 and 5 Every day: 3 Goals (see examples on the next page) 1. Send 100 outbound emails before Friday 2. Practice logging and responding to emails correctly 3. Work up to five “call conversations” per day by the end of the week 4. Have a veteran SDR sit with you every day 5. Draft a personal dashboard 6. Discuss a new section of the training materials with the team Sample Beginning Daily Goals Pick a new online Salesforce.com training module to study Call five old (not cold) leads in the system, to practice discussing their needs in a business conversation "Ideal Customer Profile" discussion with teammate Learn about the "Account Status" stages