A day-by-day list for a new sales development representative and their manager. It gets the new starter practising early and gives the week a clear end.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
When to use it
Use it in the first week of a new SDR, and adjust the days to your own product and tools.
The checklist
SDR onboarding checklist for week 1
Checklist
Day 1: set up
Accounts, phone, headset and CRM working.
Meet the manager and the team.
Read the company's call policy and the do-not-call rules that apply.
Agree what a good first month looks like.
Days 2 and 3: learn
Learn the product in plain words and explain it to the manager.
Read three real customer stories and the common objections.
Listen to two real calls with the manager.
Write your own opening line.
Days 4 and 5: practise
Practise three scenarios aloud and review each result.
Make a small number of supervised real calls.
Take notes after each call using the team's format.
Ask three questions you still have.
Friday review
Review the week with the manager.
Choose one skill to improve in week 2.
Agree the practice plan for next week.
Note anything in the onboarding that was unclear.
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Replace the [square brackets] with your own facts and adapt the wording to your own voice.
How to use it
The manager prints it on Monday and ticks items with the new starter, not for them.
Replace tool names and policies with your own before sharing.
Keep the Friday review, even if the week was incomplete.
Practise it before you dial
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