In a weekly meeting, have each SDR recount the story behind every meeting they booked: the channel, the persona, and the specific play used. This closes the feedback loop between activity and results, quickly revealing which personas and messaging are working right now.
Don't just measure SDR calls and emails. Systematically track the *reason* for outreach—the sales trigger. Was it an intent signal, a form fill, or cold outreach? This crucial data reveals which initial signals actually lead to the best outcomes and deserve more investment.
The availability of real-time data in ad tech allows for a "daily rigor" management style. Instead of long feedback loops, leaders can steer the business daily in "war room" meetings, tracking deals and numbers to maintain intensity and react quickly to performance.
View metrics like call volume and conversion rates not just as numbers for your manager, but as your personal scoreboard. This perspective provides immediate, unbiased feedback on your own performance. It shifts the focus from external pressure to internal analysis, empowering you to identify weak spots and take ownership of your improvement.
When one rep achieves a significant win in a new vertical, use the SKO to create industry-specific breakout sessions. Have that rep detail their exact process, sharing materials and insights to enable the rest of the team to replicate that success across similar accounts.
Instead of just using AI for coaching low-performers, input transcripts from successful, meeting-booking cold calls into ChatGPT. Ask it to identify patterns and common themes, then use these AI-generated insights to create scalable enablement sessions for the entire team.
To keep the wider company engaged with marketing's progress, use highly visual weekly updates that act as a 'highlight reel.' Focus on screenshots of shipped work (blog posts, ads) and positive customer comments rather than complex frameworks or dense metrics, which tend to lose people's attention.
SDR teams often ignore complex dashboards with too many metrics. Simplify reporting to four key numbers: dials (effort), connections (quality), meetings scheduled (conversion), and meetings ran (outcome). This clarity increases trust, accountability, and focus on the activities that drive results.
When successful reps get bored and start changing their effective talk tracks, their performance can dip. To coach them, anchor the conversation in data from their peak. Review past call recordings and metrics to show them precisely how their messaging has deviated and guide them back to their proven strategy.
When goals depend on external partners, it's hard to pace your outreach. Instead of guessing, treat it like an experiment. Set a weekly conversation goal as a hypothesis (e.g., two meetings/week) and measure the yield (e.g., one "yes" to collaborate). This data-informed approach helps quantify the actual effort needed to reach larger strategic goals.
To justify ABM investment during long sales cycles, you must track and report on leading indicators, not just revenue. Celebrate and communicate intermediate victories like expanding CRM contacts from 5 to 30 in a target account or creating in-depth account plans to demonstrate progress and maintain executive buy-in.