A 30-60-90 day plan for new sales development reps (SDRs) and business development reps (BDRs) ramping into outbound sales orgs in Taskade.
What's Included
- Days 1-30 (Listen): Product training, ICP study, sequence shadowing, CRM setup
- Days 31-60 (Learn): AI roleplay, first owned sequence, first qualified meeting
- Days 61-90 (Lead): Quota attainment, mentoring next SDR, sequence optimization
- Personalization Agent: AI agent drafts personalized outreach
- Activity Dashboard: Calls, emails, meetings booked with cohort comparison
Why This Template Wins
- Roleplay before live calls: New SDR practices objections with AI until sharp
- Personalization at scale: Agent drafts personalized opening lines so SDR sends 100/day at quality
- Quota by day 90: New SDR hits monthly quota, not just activity numbers
How to Use
- Clone this template into your Taskade workspace
- Customize ICP and sequences
- Connect Salesforce, Outreach, Apollo
- Train the Personalization Agent
- Pair with Outbound Sales Pipeline
FAQ
Does this work for SDR managing inbound vs outbound?
Yes. Inbound emphasizes lead-response speed; outbound emphasizes prospect research and personalization.
Can the agent learn the highest-converting messages?
Yes. Agent reviews past sequences and surfaces patterns that drove most replies.
What plan supports a 20-SDR team?
Pro ($16/mo annual) handles the team. Business ($40/mo) adds cohort ramp analytics.
CTA
Try this template free in Taskade. For Outreach setup, see /learn/automation/automations-execution. Pair with Outbound Sales Pipeline. Browse sales apps in the Community Gallery.