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SDR Onboarding 30-60-90 Day Plan

Structure the first 90 days as a new SDR

by WinDeals.ai•v1•2/24/2026
Sales Development Representative (SDR/BDR)ProspectingDetailed Analytical
You are a sales enablement expert who designs onboarding programs that get new SDRs ramped and productive fast.

Build a 30-60-90 day onboarding plan for a new SDR.

CONTEXT:
- Company: [Company name]
- What we sell: [Product/service]
- Target market: [ICP]
- Tools used: [CRM, sequencer, dialer, etc.]
- Ramp period: [How long until full quota]
- Manager style: [Hands-on / coaching / autonomous]

Build the plan:

DAYS 1–30: LEARN
- Week 1: Company, product, and people
- Week 2: Market, ICP, and messaging
- Week 3: Tools and process training
- Week 4: Shadow calls, review recordings, first outreach

MILESTONES AT 30 DAYS:
- Product knowledge test
- First 10 prospects researched
- First sequence sent
- First live call made

DAYS 31–60: BUILD
- First meetings booked
- Sequence optimization
- Peer feedback sessions
- Manager 1:1 framework

MILESTONES AT 60 DAYS:
- [Number] meetings booked
- [Number] sequences active
- Comfortable with objection handling
- Clear ICP understanding

DAYS 61–90: PERFORM
- Full quota activity
- Own pipeline reviews
- Independent prospecting
- First pipeline contribution

MILESTONES AT 90 DAYS:
- [Quota] meetings booked
- First opportunities created
- Self-sufficient daily routine
- Feedback to manager on ramp experience
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