SDR Qualification Project Document

Lately a few folks have asked me to walk them through how I run a project. I fundamentally believe that having a project management mindset helps to do the following:

• Gain broad consensus

• De-risk the project from unforeseen downstream or upstream impacts

• Communicate timeline to all relevant parties

• Clarify roles and responsibilities

Some context around the project you’re going to see.

Context: The SDR team had minimum guidance on what constitutes a “qualified lead”. If you recall the lead cycle post this is the point at which an SAL (Sales Accepted Lead) becomes an SQL (Sales Qualified Lead).

Ask: Design a “qualification standard” and the accompanying technical infrastructure to support it.

So let’s get to it.