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The Sales Development
Playbook, Playbook
Sean Kester
@TheSeanKester
#Rainmaker2015	
  
#Rainmaker2015	
  
Sean Kester
Sales Development Team Lead
SalesLoft
#Rainmaker2015	
  
1 to 12 SDRs (graduated 1)
January 2014 – January 2015
$196,368 to $4.6 MM ARR
87 to 760+ customers
2,276 demos completed
#Rainmaker2015	
  
You finally convinced your CEO to buy into the Sales
Development process and you have been granted to
opportunity to build a team.
Great! Now what…
#Rainmaker2015	
  
You Need A Playbook
#Rainmaker2015	
  
But what goes in it?
#Rainmaker2015	
  
There are 10 fundamentals
to a scalable and efficient process.
Define Your Ideal Customer Profile
•  Who are your target companies? (size, revenue,
location, etc.)
•  Who is your target prospect?
#Rainmaker2015	
  
Begin Prospecting
•  Find the most efficient way to quickly and
efficiently identify contact information
(LinkedIn, Facebook, Twitter)
#Rainmaker2015	
  
Create Outreach (Email)
•  Use an email system that will log directly into you
CRM so reps can live where they work
•  Create dynamic email templates (volume +
personalization)
•  No Marketing Automation!
#Rainmaker2015	
  
Create Outreach (Phone)
•  Use a dialer that logs with your CRM
•  Use a power dialer to semi-automate calls
•  Learn to navigate gate keepers
#Rainmaker2015	
  
Getting A Prospect On The Phone
•  Create a script for phone calls
•  Ask questions
#Rainmaker2015	
  
Handing Off Demos
•  SDRs should have access to AE’s calendars
•  Define ownership (exactly when is handoff
made?)
#Rainmaker2015	
  
Define A Qualification Process
•  Decide which qualification process to use:
•  BANT (Budget, Authority, Need, Timing)
•  ANUM (Authority, Need, Urgency, Money)
•  AN (Authority, Need)
#Rainmaker2015	
  
Create A Daily Schedule
•  How many touches need to be completed
•  Set time blocks for:
•  Prospecting
•  Calling
•  Emailing
•  Social touches
#Rainmaker2015	
  
Define A Career Path
•  Transparency is king (from the interview forward)
•  Create a path that can be visualized, understood,
and attained
#Rainmaker2015	
  
Share Compensation
•  Have full transparency (quota &
compensation)
•  Reward on things the SDR can control (i.e.
demos completed vs. deal closed)
•  Weight variable compensation high and
base low
#Rainmaker2015	
  
#Rainmaker2015	
  
From TOPO’s Sales Development Benchmark Report	
  
Always Be Testing
•  Your playbook is never done
•  Constantly test everything:
•  templates
•  scripts
•  tools
•  processes
#Rainmaker2015	
  
#Rainmaker2015	
  
Download: bit.ly/SDR-playbook-playbook	
  
Thank You!
#Rainmaker2015	
  

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Sean Kester Rainmaker 2015