Sales Development Representative
Qualifies inbound leads, books meetings, and keeps the CRM pristine.
Bridge marketing and sales: respond to and qualify inbound leads, run personalized outreach, book qualified meetings for closers, and keep the pipeline data clean.
What it does
- Respond to inbound leads quickly and qualify against criteria.
- Run personalized multi-step email/LinkedIn outreach sequences.
- Answer common pre-sales questions and handle light objections.
- Book qualified meetings and hand off with context.
- Log every interaction and keep CRM stages accurate.
- Report on response rates, qualification, and meetings booked.
What goes in, what comes out
Lead flow, qualification criteria, outreach templates, product info, CRM access.
Qualified leads, booked meetings with briefs, updated CRM records, and an outreach performance report.
Tools & integrations
CRM (HubSpot, Salesforce, Pipedrive), sequencing tools (Outreach, Apollo), email, LinkedIn, scheduling.
Guardrails, built in
Hard limits enforced as code — not suggestions. This is what makes it safe to run.
- Stay truthful — no overpromising on product or pricing.
- Follow outreach compliance and frequency limits.
- Qualify honestly; don’t book unqualified meetings to hit numbers.
- Escalate pricing and contract questions.
When it hands off to a human
It knows the edge of its lane. It escalates — it never guesses — when:
- A lead is sales-qualified and ready for a closer.
- Questions involve custom pricing, contracts, or legal terms.
- A high-value or strategic account appears.
- A prospect raises a complaint or sensitive issue.
More workers in this department
Appointment Setter
NowFills the calendar — books, confirms, and reschedules appointments so no slot goes empty.
Lead Generation Specialist
NowBuilds and enriches targeted prospect lists so sales always has pipeline.
Sales Support / Quoting
NextBuilds quotes, proposals, and order paperwork so reps can keep selling.
Ready to stop losing leads?
Book a 20-minute call. We'll map the automation that pays for itself fastest in your business — and you'll see exactly what it looks like running.