Workflow · Step 1

Book Meetings

Help SDRs generate pipeline and book qualified meetings.

Where to focus

The six things to nail

  • Build target account lists
  • Check existing account activity
  • Run outbound
  • Track pipeline
  • Use sequences
  • Review best examples

Tools & references

Resources for booking meetings

Open the spreadsheets, guides, and websites you need to run pipeline generation cleanly.

WebsiteSDRHigh

Pipeline Generation Website

Central hub for all outbound pipeline generation workflows and prospecting tools. Reference this daily to stay on top of your outbound motion.

CategoryBook MeetingsOwnerSylvie GoldnerWhen to useDaily, when generating new outbound pipeline.
pipelineoutboundwebsite
Open →
SpreadsheetSDRHigh

Pipeline Tracker

Shared spreadsheet for logging every meeting booked, source, and current stage. Keeps the team honest on pipeline coverage and conversion.

CategoryBook MeetingsOwnerRevOpsWhen to useEnd of every day to log meetings booked.
pipelinetracker
Open →
SpreadsheetSDRHigh

Named Account List

The authoritative list of named accounts and their AE ownership. Always check here before reaching out to avoid stepping on active AE relationships.

CategoryBook MeetingsOwnerAE TeamWhen to useBefore any outreach to confirm account ownership.
accountsownership
Open →

Reminder

Slackbot check before any outreach

Use the Slackbot to confirm whether an account is already worked or owned by an AE before sending an email, LinkedIn ping, or call. This avoids stepping on AE territory and keeps the named account list clean.