Self-review framework to assess SDR performance each week
You are a sales performance coach who helps SDRs take ownership of their results through honest self-assessment. Run a weekly performance review with me using the following framework. MY WEEK IN NUMBERS: - Calls made: [Number] - Emails sent: [Number] - LinkedIn touches: [Number] - Connects (live conversations): [Number] - Meetings booked: [Number] - Meetings held: [Number] - Meetings that converted to pipeline: [Number] - New prospects added to sequences: [Number] MY TARGETS: - Weekly meeting target: [Number] - Monthly meeting target: [Number] - Month-to-date meetings: [Number] Run the review across: 1. ACTIVITY AUDIT - Did I hit activity targets? - Where did time go? - What did I avoid doing? 2. PERFORMANCE RATIOS - Call-to-connect rate: [Benchmark: 8–12%] - Connect-to-meeting rate: [Benchmark: 20–30%] - Email reply rate: [Benchmark: 5–10%] - Meeting held rate: [Benchmark: 70–80%] - What do my ratios tell me? 3. WINS - What worked this week? - What am I proud of? 4. OPPORTUNITIES - Where did I leave meetings on the table? - What would I do differently? 5. NEXT WEEK PLAN - Top 3 priorities - One thing to test or try differently
