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CHECK LIST SDR

Research and understand the target market and ideal customer profile

Gather relevant contact information and leads for outreach

Prepare a compelling value proposition and messaging

Set specific goals and targets for the SDR activities

Ensure access to necessary tools and resources for outreach

Identify potential prospects within the target market

Use various channels (email, social media, phone) to engage with prospects

Personalize outreach and tailor messaging to each prospect

Track prospect engagement and responses

Qualify prospects based on defined criteria

Craft effective email templates and follow-up sequences

Make phone calls to engage with prospects and schedule meetings

Leverage social media platforms for outreach and relationship building

Document all interactions and update CRM or sales software

Monitor and respond to prospect inquiries and requests

Schedule meetings or demos with qualified prospects

Send calendar invites and meeting confirmations

Prepare and share relevant materials or resources

Conduct pre-meeting research on prospects

Follow-up after meetings to address any questions or concerns

Track and measure key performance indicators (KPIs)

Generate reports on outreach activities, responses, and conversions

Analyze data to identify trends and areas for improvement

Share insights and recommendations with the sales team

Continuously optimize strategies based on data-driven insights

Collaborate with the sales team to align strategies and goals

Seek feedback and guidance from sales managers or mentors

Share best practices and success stories with the team

Attend regular team meetings and contribute to discussions

Provide input on improving the overall sales development process

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