Team/Manager
Toolkit
Free
New SDR Outbound Onboarding Toolkit
Every swipe file, checklist, and rubric from the outbound library bundled into a single first-30-days plan for a new SDR's first live sequence.
What's inside
- Toolkit contents map: which resource is used in which week
- Week 1 (Days 1–5): Foundation schedule
- Week 2 (Days 6–10): Guided Build schedule
- Week 3 (Days 11–15): Guided Execution schedule
- Week 4 (Days 16–20): Independent Ramp Checkpoint schedule
- Days 21–30: Full Independent Cycle
- New-hire onboarding tracker table with sign-off column
This toolkit bundles the full outbound resource set into a sequenced first-30-days plan. It doesn't replace the individual resources — it tells a new hire and their manager exactly which one to open, and when.
Toolkit contents map
| Resource | Used in |
|---|---|
| Cold Outreach Readiness Quiz | Day 1, and again before their first independent sequence in Week 3 |
| Objection-Proof Cold Email Framework (PAS-R) | Week 1–2, for drafting their first emails |
| Cold Email Copy Review Scorecard | Every manager review from Week 2 onward |
| LinkedIn Comment & Engagement Scripts | Week 1, before any LinkedIn engagement begins |
| LinkedIn Outreach Brand & Compliance Guide | Day 1, mandatory read before any LinkedIn activity |
| Channel Mix Decision Framework | Week 2, when building their first sequence |
| Outbound Sequence Audit Checklist for Managers | Manager-run before the new hire's first sequence goes live, and every sequence after |
| Weekly Prospecting Activity Scorecard | From Week 2 onward, tracked every Friday |
| SDR Outbound Ramp Skills Checklist | Checkpoints at Week 4, 8, and 12 |
Week 1 (Days 1–5): Foundation
- Day 1: Read LinkedIn Outreach Brand & Compliance Guide; complete Cold Outreach Readiness Quiz cold (baseline, not for scoring against yet)
- Day 2: Shadow 3+ live or recorded calls; review ICP and product problem list with manager
- Day 3: Shadow 2 more calls; draft first cold email using the PAS-R framework (not sent)
- Day 4: Manager reviews the draft against the Cold Email Copy Review Scorecard; revise
- Day 5: Practice LinkedIn comments using the Comment & Engagement Scripts on 5 real posts (no outreach yet); first 10 supervised dials
Week 2 (Days 6–10): Guided Build
- Build first prospect list with manager, applying the Cold Outreach Readiness Quiz targeting section
- Choose channel mix per account using the Channel Mix Decision Framework
- Draft full sequence (8–12 touches); manager runs the Outbound Sequence Audit Checklist before it goes live
- Begin logging activity daily in preparation for the Weekly Prospecting Activity Scorecard
Week 3 (Days 11–15): Guided Execution
- First sequence goes live under daily manager spot-check
- Retake the Cold Outreach Readiness Quiz against the live list and draft before any list expansion
- First full week tracked on the Weekly Prospecting Activity Scorecard
- Daily objection-handling drill using the top 3 scripted responses
Week 4 (Days 16–20): Independent Ramp Checkpoint
- Run the Week 4 section of the SDR Outbound Ramp Skills Checklist as a formal review with manager
- Any unchecked item becomes the specific coaching focus for the following two weeks
- Begin second sequence with reduced manager oversight
Days 21–30: Full Independent Cycle
- Operate 2+ live sequences with only weekly (not daily) manager review
- Weekly Prospecting Activity Scorecard reviewed in 1:1 using its standard review questions
- Prepare for Week 8 ramp checkpoint against the SDR Outbound Ramp Skills Checklist
Onboarding tracker
| Item | Target completion | Done (date) | Manager sign-off |
|---|---|---|---|
| Brand & Compliance Guide read | Day 1 | ||
| Baseline Readiness Quiz completed | Day 1 | ||
| ICP + product problems reviewed | Day 2 | ||
| First PAS-R draft scored 15+/25 | Day 4 | ||
| First sequence passes Sequence Audit Checklist | Day 10 | ||
| First live week tracked on Activity Scorecard | Day 15 | ||
| Week 4 Ramp Skills Checklist — all items checked | Day 20 | ||
| Second sequence live, reduced oversight | Day 25 | ||
| Ready for Week 8 checkpoint | Day 30 |
How to use it
Hand this to a new SDR on day 1 alongside the 9 component resources it bundles, work through the tracker table week by week with their manager, and use the Week 4 checkpoint against the SDR Outbound Ramp Skills Checklist before declaring them independently ramped.