Day in the Life of a Sales Development Rep
The sales profession has changed as buyers are driving a different journey. They move at a different speed and don’t respond to slimy, pushy or aggressive tactics. The most effective salespeople use their skills, tools and insights to help their customers evaluate options, present trade offs and identify the right solution in ways far too complex for Google.
Problem: No One Wants to Talk to You
Sales Development Reps are tasked to meet the demand of a new kind of buyer that primarily lives online, buys faster, and spends more on cloud services than ever before.
Successful SDRs are educators that leverage insights to assist solving a real problem customers are having.
But for good reasons, customers won’t share their real challenges – until you have demonstrated you understand their business. And you don’t understand their business unless you talk to them.
Chicken or Egg.
Finding out the real problem requires knowledge with insights shared in the right way. However in most organizations salespeople are trained to pitch – the worst ones share how amazing their solution is, and how much better the customer would be with their product…. pitch, pitch blahblahblah.
Solution: Provide Insights that are Valuable AF
SDRs are arguably the most important part of the sales team because they “bring customers out of thin air.” Without them, the other members of their team wouldn’t have contracts to send, or customers to make successful. SDRs have to be quick on their feet, excel in having online conversations, master tools, be great content finders, and have a positive outlook not brought down by a bad interaction.
Check out a video recap of a typical day for Ned and Nicole:
A Day in the Life
Here’s a description of a typical day for Ned and Nicole.
5:30am – Wake Up O’clock
Whether you snooze nine times, or set four different alarms, days start earlier for sales professionals with customers across timezones. Some get inspired by 8 things to do before 8am. Did you know that many SDRs start their day as early as 6am?
7:00am – Commute to Work
Taking the bus provides a few hours a week to read, listen to podcasts or scan social media for the latest news that could be interesting to your team or customers.
8:00am – Arrive at the Office
When Ned from GuideSpark arrives at the office he starts off first by checking email, scanning for priority messages, then grabbing a coffee and granola bar from the kitchen.
Over coffee he checks social outlets and uses Buffer to share great articles and insight throughout the day on Twitter and LinkedIn.
If it will take him less than two mins to respond to an email, he gets it done right away. Then he prioritizes questions that need a researched answer to handle later.
Pitfall to avoid: Don’t spend too much time on email or social media. Some things can wait.
8:15am – Standup Meeting with the Team
Ned is partnered with an AE in New York. They collaborate as a team and establish 1-3 key priorities. After agreeing what can wait, they share what worked or what didn’t yesterday, and focus on something they’re going to improve today.
8:30am – Research and Respond
Ned is a professional who cares about helping customers, so he’s not “spraying and praying” semi-personalized template emails with automation tools. Through research, he finds the most relevant insights based on personas, and based on what he has found resonated with similar people in the past.
He checks his LinkedIn profile views for any customers that may have visited his profile. He does some quick research to find uncommon commonalities or interesting aspects of their profile, responds to comments on his posts, and sends thank you’s or personalized LinkedIn requests.
Pitfall to avoid: Don’t send the default LinkedIn “Add you to my network” – show the customer you care with a quick note on why you’re connecting.
9:00am – Prioritize Your Top Customers
The coffee Ned had earlier has now kicked in, it’s time to get on the phone. He uses this time block to call based on tasks scheduled in Salesforce.
Pitfall to avoid: Avoid getting distracted by constantly checking your email during this time slot – that can be a big time sink.
9:45am – Take 15
To maximize productivity, Ned divides up his day with scheduled breaks. Get to know your coworkers if they are also taking a break, take a walk, or perfect your coffee making skills.
10:00am – Hit it HARD.
Next 75 mins, Ned gets after it. He remembers he is NOT selling. He is helping educate customers to solve their problems. He’s their “doctor” that did the research for them.
Pro Tip: Do not prescribe your solution before a diagnosis.
- Emails: Half as long twice as powerful, provide value.
- Phone calls: Personable and to the point, provoke thought.
- Social media: Help through providing customized/relevant insights
11:15am – Follow-up Calls with Emails
Ned won’t let it linger. He shares insights, includes a valuable article in all of his emails to truly be helpful to customers. Then schedules follow up emails using tools that delay send to next day in your defined sequence.
11:45am – Break for Lunch
Nicole and Ned grab lunch. Now it’s time to do something fun with the team or get a quick workout or run 3.5 miles. On the way back, wolf down the post workout burrito you earned.
Pitfall to avoid: Do not eat at your desk.
12:45pm – Stop by Your Manager’s Desk to Check-in
Nicole doesn’t do this every day, but doing this every now and then makes a huge difference. She sees if there are any pressing issues that need to be dealt with and if so, she asks how she can help.
She then does more research about her customers to be strategic with her time to focus on the right people.
1:30pm – Check On Your Social Channels and Emails
Nicole scans her LinkedIn and email. Same as Ned, she deals with urgent issues right away, deletes spam and marks what needs to be done later based on research. She then pops a Diet Coke (or her favorite Diet Dr. Pepper….) in preparation of the 2pm AWESOMENESS she is about to deliver.
She Practices her pitch, objection management and it’s game time.
2:00pm – AWESOME Hours
Next batch of qualification calls is happening, she is fueled, ready, and excited. Each call is based on research. She has the customer’s LinkedIn profile up, knows which value props will potentially resonate based on their persona, and she is handling common objections like a boss in a customer centric way.
Pro Tip: Have real conversations. Keep going, don’t look back… you are in the zone.
3:45pm – Take a Break
The weather is gorgeous. Celebrate a win with your coworkers.
4:00pm – Wrap Up, Research, Prepare for Tomorrow
Nicole recognizes knowledge is power – and research is the name of the game. Nicole schedules targeted emails in small batches, targeting similar customers using tools as a force multiplier to scale her thoughtful outreach.
Nicole only focuses on prospects she identified that could benefit from her solution. They are “delay sent” to go out tomorrow morning about 30 minutes before she arrives at work so she can prioritized her outreach based on who opened/clicked to prioritize her time based on who is most interested.
Pitfall to Avoid: Do not write emails to “check-in” if they got your last email – or worse a “mass personalized check-in” email.
5:00pm – Another Day, Another Happy Customer
Exercise, have a social life. Read books and become an expert in your industry and in sales. Attend events to share best practices and make connections.
Wait … the day is NOT done yet… as an SDR there is another important window…
8:30pm – Executive Communication Window
While on the couch binging through your favorite Netflix series, keep that phone handy. If you have earned it, several of the executives you are working with, are getting into their email window. They now are responding to your emails! You don’t want to let it wait until next morning as you’d enter into one of their potentially 700 daily.
10:00pm – Bedtime O’clock
Make sure to get enough sleep. You have a big day tomorrow.
It’s a good time to catch executives on the phone. No follow-up by email, better to “delay-sent” over the weekend. Unless it is urgent, you’re better off waiting until the Sunday window.
Skip all social activities on Monday afternoon, check-in calls etc. Just don’t bother. Monday is 100% business day; GSD.
Great email productivity window on Sunday eve to get through to executives. You may want to do some prep work for the week. One hour should do it.
This post originally appeared on Sales Hacker April 2016.
I started my sales career in the Emergency Room at UCLA. Now I help design, build and scale the best sales teams through one fundamental truth: Prescription before Diagnosis is Malpractice.
Want to learn more?
Detailed insights on how to design and build a scalable SaaS organization can be found in the book “Blueprints for a SaaS Sales Organization,” available on Amazon.