How to Train Your SDR Team

Our best insights and know-hows for sales, marketing, and customer success teams.


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As a sales development representative (SDR) manager, one of your most important tasks is to provide effective coaching to your new SDRs. This involves helping them develop the skills and knowledge they need to succeed in their role, as well as providing ongoing support and guidance as they learn and grow.

In this blog post, we'll explore some key strategies for providing effective coaching to new SDRs.

Clear goals and expectations

First and foremost, it's important to establish clear goals and expectations for your new SDRs. This means setting specific targets for things like call volume, conversation rate, and appointment setting, as well as defining what success looks like in terms of these goals. By setting clear goals and expectations, you can help your new SDRs understand what they need to do to succeed in their role, and provide them with a roadmap for how to get there.

Tools and resources

Another key aspect of effective coaching is providing your new SDRs with the tools and resources they need to succeed. This might include access to high-quality training materials, sales scripts and playbooks, and other resources that will help them develop their skills and knowledge. Additionally, providing access to tools like CRM systems, sales enablement platforms, and other technologies can help your new SDRs be more productive and efficient in their work.

Ongoing support

In addition to providing your new SDRs with the tools and resources they need, it's also important to provide ongoing support and guidance as they learn and grow. This might include regular check-ins and progress updates, as well as providing feedback and coaching on their performance. By providing ongoing support and guidance, you can help your new SDRs stay on track and continue to improve and develop their skills.

Structured training program

One of the most effective ways to provide ongoing support and guidance to your new SDRs is to create a structured training program. This might include a combination of classroom-based training, online courses, and on-the-job training, as well as regular coaching sessions with experienced SDRs. By creating a structured training program, you can ensure that your new SDRs receive the support and guidance they need to succeed in their role.

Learn from experience

Another important aspect of effective coaching is providing your new SDRs with opportunities to learn from experienced sales professionals. This might involve inviting experienced sales reps to share their knowledge and insights with your new SDRs, or providing opportunities for your new SDRs to observe and learn from experienced sales reps in action. By providing these opportunities, you can help your new SDRs learn from the best and develop the skills and knowledge they need to succeed.

Finally, it's important to remember that coaching is a two-way street. Your new SDRs should be encouraged to ask questions, seek feedback, and share their thoughts and ideas with you and other members of the team. By creating an open and collaborative environment, you can help your new SDRs feel supported and valued, and encourage them to continue learning and growing in their role. By following these strategies, you can provide effective coaching to your new SDRs and help them succeed in their role.


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