Resource
DocumentSDR & AE
Daily Workflows
Use this one-page guide to define repeatable daily workflows for SDRs and AEs, including prospecting blocks, admin tasks, and follow-up routines.
Preview the guide
LockedSDR & AE Daily Workflows
A practical workflow document for outlining the daily sequence of work and administrative responsibilities for SDRs and AEs.
SDR Workflow
Defines the core order of operations for replies, confirmations, follow-up calls, open leads, and personalized outreach.
AE Workflow
Covers the daily rhythm for replies, outreach, demos, follow-up, pipeline updates, and preparation.
Admin Tasks
Captures the recurring operational work that keeps meetings, notes, stages, and handoffs clean.
Onboarding Support
Gives new team members a simple document that clarifies expectations and makes coaching easier.
One opt-in unlocks every course, resource, and webinar recording in the Education Hub.
What This Helps You Do
Turn daily expectations into a repeatable system
Role Clarity
Show SDRs and AEs exactly what a strong working day should include so expectations are not left vague.
Cleaner Onboarding
Give new hires a practical one-page reference that makes daily execution easier to understand.
Operational Consistency
Standardize follow-up, updates, call logging, and prep work so important tasks do not get skipped.
FAQ
Before you open the resource
What is the SDR & AE Daily Workflows guide used for?
It is used to document the daily sequence of work for SDRs and AEs, including prospecting tasks, replies, meetings, follow-up, prep, and administrative responsibilities. That makes expectations easier to teach and repeat.
Why is a one-page workflow guide useful for onboarding?
Because it gives new team members a clear reference for what their working day should look like. That reduces ambiguity, speeds up onboarding, and gives managers a simpler coaching baseline.
Should these workflows be copied exactly?
No. They are starting points. Teams should adapt the order of tasks, outreach blocks, and administrative work to fit their market, motion, and meeting schedule.