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FIELD NOTES

sdr teams

these are notes from the work: outbound, demand generation and sdr leadership, built and run for B2B teams.

Outbound Systems · SDR Teams

Outreach vs Salesloft Sequencing: The Real Tradeoff

Outreach vs Salesloft sequencing comes down to governance, CRM fit, and manager behavior. I break down the tradeoffs that shape SDR output at real scale.

August 16, 2026 · 6 MIN READ

Outbound Systems · SDR Teams

Best Practices for Cold Calling That Create Pipeline

Best practices for cold calling come from sharp ICPs, useful call prep, clean workflows, and coaching that creates pipeline your team can own without heroics.

August 10, 2026 · 7 MIN READ

Diagnosis · Sales Motion & Qualification · SDR Teams

How to Diagnose Weak Qualification in SaaS

Learn how to diagnose weak qualification before bad-fit deals clog pipeline, with CRM evidence, call review, and ownership checks for SaaS revenue teams.

August 6, 2026 · 7 MIN READ

Sales Motion & Qualification · SDR Teams

Sales Handoff Breakdown Causes and Fixes

Sales handoff breakdown causes are usually ownership and workflow failures. Learn how to expose the gaps that stall pipeline and waste good leads daily.

July 31, 2026 · 7 MIN READ

SDR Teams

How to Train SaaS SDRs That Actually Ramp

On one 10-person team the two fastest rampers were the two newest reps, because they had the fewest habits to unlearn. What that means for week one, call coaching, and what a ramp plan should measure.

July 3, 2026 · 7 MIN READ

SDR Teams · Diagnosis

Why Do SDR Teams Miss Quota?

Why do SDR teams miss quota? Usually it’s not effort. It’s broken ICP, weak workflows, bad management, and no system for execution.

June 25, 2026 · 7 MIN READ

Diagnosis · SDR Teams

How to Diagnose SDR Underperformance

How to diagnose SDR underperformance without guessing. Find whether the issue is ICP, data, workflow, management, or rep execution.

June 13, 2026 · 7 MIN READ

Outbound Systems · SDR Teams

How to Improve Call Connect Rates

Connect rate is a system output, not a rep stat. How to fix list quality, timing, speed to lead, dialer setup, and sequence design.

June 3, 2026 · 8 MIN READ

SDR Teams

What to Screen For When You Hire SDRs

Most SDR interviews overweight charisma. I hire for four things before experience, and I give candidates homework that weeds people out before the second call. What to screen for, and why.

May 28, 2026 · 7 MIN READ

A WORKING CONVERSATION

reading this because something is stuck?

30 minutes. no slides. no pitch.