Ритмы управления: daily, weekly, monthly cadence

## Daily SDR Standup Agenda (15 min max)

### Opening (2 min)
- Team progress: ____ meetings MTD vs ____ target
- Quick wins: [celebrate yesterday's bookings]

### Round Robin (10 min, 1-2 min per person)
Each SDR:
1. Yesterday: "I booked ____ meetings" / "No meetings, but [progress]"
2. Today: "My focus is [accounts/activities]"
3. Blockers: "I need help with [specific issue]"

### Wrap-up (3 min)
- Manager: One tactical tip of the day
- Blockers parking lot (address offline)
- "Let's go get meetings!"

### Rules
- Start on time, end on time
- No laptops (phone emergency only)
- Standing preferred
- Details offline

## Weekly 1:1 Template

### SDR: _____________ Date: _____________

### Check-in (5 min)
How are you doing overall? _______________
Energy level this week (1-10): ____
Anything personal affecting work? _______________

### Metrics Review (10 min)
Meetings booked this week: ____ (target: ____)
SQLs created: ____ (target: ____)
Gap to monthly goal: ____

Activity check:
- Emails: ____ (target: 300/week)
- Calls: ____ (target: 250/week)
- Connects: ____ (target: 60/week)

### Wins This Week
1. ______________________
2. ______________________

### Challenges / Friction Points
1. ______________________
2. ______________________

### Coaching Focus (10 min)
Skill to develop: _______________
Specific practice: _______________
Resources needed: _______________

### Action Items (5 min)
SDR will: _______________
Manager will: _______________

### Next 1:1 Date: _____________

## QA Email Scorecard

### SDR: _____________ Week: _____________

### Email 1
Subject line score (1-5): ____
- Clear value? □ Yes □ No
- Curiosity trigger? □ Yes □ No

Body score (1-5): ____
- Personalized opener? □ Yes □ No
- Clear pain/value? □ Yes □ No
- Appropriate length? □ Yes □ No
- Professional tone? □ Yes □ No

CTA score (1-5): ____
- Single clear ask? □ Yes □ No
- Low friction? □ Yes □ No

Grammar/Typos: □ Clean □ Minor issues □ Major issues

Overall Score: ____/15

### Feedback
What worked well: _______________
Area to improve: _______________
Specific suggestion: _______________

### Weekly Summary (5 emails reviewed)
Average Score: ____/15
Trend vs last week: □ Up □ Same □ Down
Focus for next week: _______________

## Call Review Template

### Call Details
SDR: _____________ Date: _____________
Prospect: _____________ Company: _____________
Call Type: □ Cold □ Follow-up □ Discovery
Outcome: □ Meeting □ Next step □ Not interested □ No answer

### Opening (1-5)
Score: ____
- Pattern interrupt used? □ Yes □ No
- Permission-based? □ Yes □ No
- Clear reason for call? □ Yes □ No
Notes: _______________

### Discovery (1-5)
Score: ____
- Asked about challenges? □ Yes □ No
- Listened more than talked? □ Yes □ No
- Explored impact of problem? □ Yes □ No
Notes: _______________

### Value Prop (1-5)
Score: ____
- Relevant to their situation? □ Yes □ No
- Used proof points? □ Yes □ No
Notes: _______________

### Objection Handling (1-5)
Score: ____
- Acknowledged concern? □ Yes □ No
- Reframed effectively? □ Yes □ No
Notes: _______________

### Close (1-5)
Score: ____
- Clear next step proposed? □ Yes □ No
- Confirmed commitment? □ Yes □ No
Notes: _______________

### Overall Score: ____/25
### Key Strength: _______________
### One Thing to Improve: _______________

## Coaching Session Plan (GROW Model)

### SDR: _____________ Date: _____________
### Focus Area: _______________

### GOAL (5 min)
What skill/behavior are we developing?
_______________
What does success look like?
_______________
How will we measure improvement?
_______________

### REALITY (10 min)
Current performance level (1-10): ____
What's working well?
_______________
What's not working?
_______________
Specific examples:
_______________

### OPTIONS (10 min)
What could you try differently?
1. _______________
2. _______________
3. _______________
What has worked for others?
_______________
What resources would help?
_______________

### WILL (5 min)
What specifically will you do?
_______________
By when?
_______________
What support do you need?
_______________
How confident are you (1-10)? ____

### Follow-up
Check-in date: _______________
Success criteria: _______________

## Weekly SDR Team Meeting Agenda (60 min)

### Wins & Recognition (10 min)
Meetings booked this week: ____ (vs target: ____)
SQLs created: ____ (vs target: ____)

Top performers:
1. _____________ — ____ meetings
2. _____________ — ____ meetings
3. _____________ — ____ meetings

Shoutouts:
- _______________
- _______________

### Best Practices Sharing (15 min)
This week's theme: _______________
Who's presenting: _______________
Key takeaway: _______________

### Pipeline Review (15 min)
Key accounts in progress:
1. _______________
2. _______________
Team can help with: _______________

### Learning Block (15 min)
Today's topic: _______________
Format: □ Training □ Role-play □ Guest speaker
Facilitator: _______________

### Announcements (5 min)
Product updates: _______________
Company news: _______________
Next week focus: _______________

### Parking Lot (addressed async)
1. _______________
2. _______________