Every SDR team should run QBRs. (you're disadvantaged if you aren't) We closed Q1 at 154%. We closed Q2 at 145%. And we'll close Q3 in similar fashion. How am I so confident? Because QBRs ensure we keep winning. (AKA Quarterly Business Reviews) Here's how (and why) I run them: SDRs are in execution mode 99% the time. And I mean relentless execution mode. End of quarter is a moment for them to: 𝟭. 𝗥𝗲𝘃𝗶𝗲𝘄 𝗽𝗿𝗲𝘃𝗶𝗼𝘂𝘀 𝗾𝘂𝗮𝗿𝘁𝗲𝗿 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 This isn't just looking at quota attainment. It's deep-diving into full funnel metrics: - Inputs (e.g. Calls, Emails) - Outputs (e.g. Connects, Meetings, Pipe) - Conversion (e.g. Connects>Meetings %) 𝟮. 𝗔𝘀𝘀𝗲𝘀𝘀 𝘄𝗵𝗮𝘁 𝗵𝗮𝘀/𝗵𝗮𝘀𝗻'𝘁 𝗯𝗲𝗲𝗻 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 This is their chance to think critically. I like using the following prompts: - 3 things that worked well - 3 things that didn't work well - 3 things I would have done differently 𝟯. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝘇𝗲 𝗳𝗼𝗿 𝗻𝗲𝘅𝘁 𝗾𝘂𝗮𝗿𝘁𝗲𝗿'𝘀 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 This involves planning their route to goal. I want them to get specific: - Who will I target and why? - How will prospect into them? - What campaigns will I run? 𝟰. 𝗖𝗿𝗲𝗮𝘁𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝘀 SDRs need to own their development. Here is where they: - Identify top skills to develop - Consider career pathing priorities - Build specific action plans for the above 👆 This is what I have my SDRs do 👆 They have a few days to prep their decks. Then everyone presents to the team. We learn from one another. Inspire one another. And push one another. This is how we keep on winning. But most SDRs won't stop on their own. They will simply keep on executing. So leaders, do your team a favor. Stop them. Create that QBR space to reflect and plan. You'll soon find you can't live without them. - - - P.S. Want my QBR template? Comment "QBR" below and it's yours.
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QBR - this is awesome!
QBR!!! Laurence Langstone
QBR - too late to grab template?
QBRs are undoubtedly beneficial , but its important to avoid burnout. Laurence Langstone
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Senior Manager, Sales Development @ Klue
4moQBR - cheers Laurence!