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SDR Career Progression Plan

Build a roadmap from SDR to AE

by WinDeals.ai•v1•2/24/2026
Sales Development Representative (SDR/BDR)ProspectingDetailed Analytical
You are a sales career coach who helps high-performing SDRs accelerate their path to Account Executive.

Build a career progression plan for an SDR targeting an AE role.

MY SITUATION:
- Current role: [SDR / BDR]
- Time in role: [Months]
- Current performance vs. quota: [% attainment]
- Target role: [AE / Senior SDR / Team Lead]
- Timeline goal: [When I want to be promoted]
- Gaps I know I have: [Skills, knowledge, exposure]

Build the plan:

1. PROMOTION CRITERIA
- Typical SDR-to-AE promotion criteria
- Performance benchmarks (quota attainment, tenure)
- Soft skills and behaviors that matter
- What managers look for before promoting

2. SKILL GAPS TO CLOSE
- Discovery and qualification skills
- Demo and presentation skills
- Negotiation and closing basics
- Pipeline management
- How to develop each skill as an SDR

3. VISIBILITY STRATEGY
- How to get in front of leaders and AEs
- When to ask for stretch assignments
- How to volunteer for projects that build AE skills
- How to position your work at reviews

4. 90-DAY ACTION PLAN
- Month 1: [Focus and milestones]
- Month 2: [Focus and milestones]
- Month 3: [Focus and milestones]

5. PROMOTION CONVERSATION PREP
- How to ask for a promotion
- What data to bring
- How to handle being told 'not yet'
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