Account research and prospecting
Identify suitable accounts and buyer roles, and connect outreach to a clear account hypothesis.
SDR SERVICES
Turn interest into
qualified conversations.
A consistent front line for research, prospecting, qualification, and meetings your sales team can take forward.
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SDR SERVICES
PART OF THE PIPELINE
A booked meeting needs a reason to exist.
SDR work connects initial interest to a useful sales conversation. We help define qualification, ask the right early questions, and make sure the person taking the meeting knows the prospect’s context.
THE WORK, CLEARLY DEFINED
What’s included.
Initial conversations
Respond to interest, understand the prospect’s situation, and establish whether a further discussion is useful.
Qualification and appointment setting
Apply your agreed criteria and coordinate meetings with the appropriate sales owner.
CRM and sales handoff
Capture relevant context, qualification notes, next steps, and ownership so the conversation does not restart from zero.
FROM SCOPE TO DELIVERY
How we work together.
Agree what qualifies
Define fit, interest, meeting purpose, exclusions, and the information sales needs before accepting a handoff.
Build a repeatable front line
Agree outreach channels, reply handling, calendar access, CRM fields, and escalation routes.
Close the feedback loop
Review meeting acceptance and sales feedback. Refine qualification and outreach when real conversations reveal a better fit.
What to expect
Expect documented qualification criteria, clear meeting ownership, and CRM notes your sales team can use. An SDR identifies and qualifies early interest; the AE or your internal seller owns deeper discovery, proposals, and closing.
A FEW USEFUL ANSWERS
Before we begin.
We’ll agree the details around your offer, team, and current process.
What makes a meeting qualified?
Your team and PipelineArc agree the criteria before work starts. These may include account fit, buyer role, a relevant need, and willingness to explore it. A calendar booking alone is not qualification.
Do SDRs close deals?
SDRs focus on the early stages: prospecting, conversations, qualification, and meeting handoff. AEs or your internal sellers take responsibility for opportunity development and closing.
Can you work in our CRM?
CRM access, required fields, and permitted changes are scoped together. The aim is a usable record with clear ownership and the minimum information needed for the next conversation.
CONNECT THE NEXT STAGE
Better together.
LET’S CONNECT THE DOTS
Your next opportunity
starts with a conversation.
Let’s look at your audience, marketing, search visibility, outreach, and sales handoffs—and identify the most useful next steps.
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