CRO · Framework · Intermediate · Saves 40+ hours
SDR Coaching Framework
A framework for coaching SDRs to improve performance.
What's included
- Coaching Cadence
- Daily coaching
- Weekly 1:1s
- Monthly reviews
- Quarterly development
- Coaching Types
- Call coaching
- Email coaching
- Pipeline coaching
- Career coaching
- Coaching Techniques
- Question-based coaching
- Observation and feedback
- Role-play
- Shadow coaching
- Documentation
- Coaching notes
- Development tracking
- Performance correlation
Best used when
- Developing SDR skills
- Improving performance
- Building coaching culture
- Reducing attrition
The template
The Template
COACHING CADENCE
Coaching Rhythm
SDR COACHING RHYTHM
DAILY (5-10 min each):
☐ Call listening (2-3 calls)
☐ Quick feedback
☐ Encouragement/recognition
☐ Blockers check
WEEKLY 1:1 (30 min):
☐ Performance review
☐ Pipeline review
☐ Skill focus area
☐ Development discussion
WEEKLY TEAM (15 min):
☐ Call of the week
☐ Peer coaching
☐ Best practice sharing
MONTHLY (45 min):
☐ Full performance review
☐ Goal progress
☐ Career discussion
☐ Development plan update
Coaching Focus Areas
| Metric | Focus Area | Coaching Approach |
|---|---|---|
| Low activity | Time management | Block scheduling |
| Low connects | Call approach | Script coaching |
| Low meetings | Qualification | Role-play |
| Low SAL rate | Discovery depth | Question coaching |
CALL COACHING
Call Review Framework
CALL COACHING TEMPLATE
CALL DATE: _____
SDR: _____
PROSPECT: _____
OUTCOME: _____
WHAT WENT WELL:
☐ _______________
☐ _______________
IMPROVEMENT AREAS:
☐ _______________
☐ _______________
SPECIFIC FEEDBACK:
Opening: _______________
Reason: _______________
Discovery: _______________
Close: _______________
ACTION ITEMS:
1. _______________
2. _______________
FOLLOW-UP:
Practice: _______________
Review date: _____
Frequently asked questions
What is the SDR Coaching Framework?
A framework for coaching SDRs to improve performance.
Who is the SDR Coaching Framework for?
It is built for CROs and their teams working on SDR/BDR Operations. The AI coach adapts it to your company, stage, and goals.
How long does the SDR Coaching Framework take to use?
It saves roughly 40+ hours versus building from scratch. Our AI coach can tailor the framework to your situation in minutes, then hand you a step-by-step plan.
Is the SDR Coaching Framework free?
Yes. You can read the full framework and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the SDR Coaching Framework?
The coach teaches you the framework, asks a few questions about your business, tailors the framework to you, and gives you measurable next steps to execute.