Welcome to the SDR team!

During this training you will learn the in's and outs of becoming the best SDR's ShipMonk has ever seen. We will cover review what you already know from ShipMonk Academy, specific SDR ShipMonk Information, best practices, etc. We are so excited to have you on the team and for you to grow with us.

Course Curriculum

    1. What is Inbound (IB) and why is it important?

    2. What is Outbound (OB) and why is it important?

    3. What makes OB different than IB?

    1. SDR Training: Agenda

    2. Kick off

    3. The SDR Team

    4. SDR Core Competencies

    5. My expectations

    6. The SDR Role

    7. The importance of Time Blocking

    8. Metrics/ KPIS

    9. Accountability

    10. Compensation

    11. Whats your FORMULA of SUCCESS

    12. Sales Funnel

    13. GTM

    1. What Is An Ideal Customer For ShipMonk?

    2. ShipMonk Merchants

    3. Account Scoring

    4. Scoring Form

    1. Terms & Definitions

    2. How does an Account go 'Active'? What are the stages?

    3. Lead Level

    4. Workflow: How to create a lead

    5. Workflow: How to Convert a Lead to an Account

    6. Working the account

    7. Warm call

    8. MQL

    9. Salesforce: Account Scoring + SDR Notes

    10. What to do with Order Data/Important Attachments

    11. Account/Opportunity Tiers

    12. Workflow: Converting the Account, creating the Oppurtunity

    13. Campaign

    14. How do you route an account to an FC?

    15. Booking The Appointment/Meeting

    16. How do you 'book' a meeting for an FC?

    17. Examples of "Intro email" copy

    18. How do you send an 'Intro email'?

    19. Examples of 'meeting copy' for your google invites

    20. SQL

    21. FC Stages

    22. How Does Onboarding Work? (stages of onboarding)

    1. How To Use Salesforce

    2. SF How To Videos

    3. Other Salesforce Resources

    4. Salesforce

    5. Logging

    6. Logging: Other functions for Organization

    7. Marking Lost

    8. Account Pipeline Report: Working Report

    9. Salesforce: Live Demo

    10. Do's and Dont's

    11. Salesforce: Page Navigation

    12. When working REVIVALS

    1. Gmail Touch Point

    2. Outreach

    3. Outreach functions

    4. Slack

    5. How To Use Slack

    6. Best Slack Practices + To Do's

    7. Asana

    8. Sales Navigator

    9. Chrome Extensions

    10. Chrome Extensions Pt2

    11. Chrome Extension Pt 3

    12. ZoomInfo for Mid Market +

    13. Warmly

About this course

  • Free
  • 119 lessons
  • 0 hours of video content

About the instructor

CRO Kevin Sides

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