Free tools / Find Your Formula: SDR Evaluation
Find Your Formula: SDR Evaluation
Every SDR has a formula: the daily habits that give them a clear path to quota. This evaluation is how you find it, rep by rep. Weighted scoring across activity (25%), call and email quality (25%), conversion (30%) and process (20%), with comparisons to editable example targets and a team summary.
Runs entirely in your browser. Your data is saved on this device only and never sent anywhere.
Note Targets are illustrative defaults; adjust them to your team and motion.
How to use it
- .01Name the client and add each rep from the left-hand list.
- .02Fill in the Quantity, Quality and Conversion tabs. Sliders are 1–5 ratings from call and sequence reviews.
- .03Use SWOT and Summary to set coaching priorities and a recommended action per rep.
- .04Export a PDF of the results. Clear Data starts a fresh evaluation.
FIND YOUR FORMULA · FREE TOOLTargets are illustrative defaults; adjust them to your team and motion. · Best on a laptop.
Next step
Want Blake to analyze your team? Book a call.
Bring your team summary to the call. Bring your numbers. You'll leave knowing whether to grow, correct, or optimize your SDR team, even if you never hire him.