| SDR program brief | Goals, target audience, scope, channels, qualification rules, risks and responsibilities | Strategy document | Discovery and setup | Business goals, offer details and sales context |
| ICP and account criteria | Customer profile, segment priorities, account tiers, exclusions and buying triggers | Worksheet and account framework | Research | Customer examples, target segments and territory priorities |
| Prospect database | Target accounts, contacts, roles, enrichment fields, validation notes and segmentation tags | CRM view, spreadsheet or database | Setup and execution | Approved tools, data rules and suppression lists |
| Messaging framework | Value propositions, persona angles, subject lines, call prompts and objection responses | Message playbook | Setup | Approved claims, proof points and brand guidance |
| Outreach sequences | Email, LinkedIn, call and follow-up steps with timing and ownership | Sales engagement workflow | Execution | Sender details, calendar rules and compliance approval |
| Qualification framework | Lead scoring, discovery questions, meeting criteria and handoff requirements | Checklist and CRM field guide | Setup | Sales definitions and account executive input |
| Meeting handoff notes | Prospect context, pain points, source, activity history and next-step guidance | CRM record and summary | Execution | Calendar access and meeting-owner rules |
| CRM workflow documentation | Pipeline stages, field usage, task rules, status updates and reporting definitions | Workflow guide | Implementation | CRM access and process owner |
| Performance report | Activity, replies, conversations, meetings, quality notes, learning and recommended actions | Dashboard or report | Ongoing support | Meeting feedback and sales outcome updates |
| Optimization backlog | List improvements, message tests, process changes, data fixes and enablement priorities | Prioritized action log | Optimization | Review attendance and decision approvals |