SDR Daily Workflow Playbook

Daily Schedule Overview

Block your day into focused work sessions. Avoid checking email or Slack continuously. Context switching kills productivity.

Time Block	Duration	Activity	Focus
8:00-8:30	30 min	Morning prep	Review tasks, prioritize accounts, check intent data
8:30-10:00	90 min	Outbound block #1	Calls, emails, LinkedIn outreach
10:00-10:30	30 min	Admin and responses	Reply to emails, update CRM, log activities
10:30-12:00	90 min	Outbound block #2	Calls, emails, LinkedIn outreach
12:00-12:30	30 min	Lunch break	Step away from screens
12:30-1:00	30 min	Research and prep	Account research for afternoon outreach
1:00-2:30	90 min	Outbound block #3	Calls, emails, LinkedIn outreach
2:30-3:00	30 min	Follow-ups	Reply to inbound responses, schedule meetings
3:00-4:00	60 min	Outbound block #4	Final push on calls and emails
4:00-4:30	30 min	End-of-day wrap	Log all activities, prep tomorrow’s list, update pipeline

Morning Prep Checklist

1. Check your sequencing tool for tasks due today (calls, emails, LinkedIn steps).
2. Review any overnight inbound leads assigned to you.
3. Check intent data or engagement alerts for priority accounts.
4. Identify your top 5 accounts for the day and prepare personalized talking points.
5. Review your calendar for any meetings that will interrupt outbound blocks.

Activity Targets

These are baseline daily minimums. Top performers typically exceed these by 20-30%.

Activity	Daily Target	Weekly Target
Outbound calls	40-60	200-300
Personalized emails	30-40	150-200
LinkedIn touches	15-20	75-100
New conversations started	5-8	25-40
Meetings booked	1-2	5-10

Call Block Best Practices

• Stand up during calls. It improves your energy and tone.
• Use a call script as a guide, not a word-for-word reading.
• Leave voicemails on the first and third attempt only. Keep them under 30 seconds.
• After every call, log the outcome immediately. Do not batch CRM updates.
• If you reach a gatekeeper, be polite and direct. Ask for the best time to reach your contact.

End-of-Day Review

Spend the last 30 minutes of each day preparing for tomorrow:

1. Log all activities and update contact records in the CRM.
2. Move any no-show meetings to a follow-up sequence.
3. Review your pipeline and flag stalled opportunities for your manager.
4. Identify 5 new accounts to add to tomorrow’s priority list.
5. Write down one thing you learned today and one thing to improve tomorrow.