Workflow · Steps 5 & 6

Active Opportunity Support

How SDRs continue creating value after the AE takes ownership.

Where to focus

Eight ways SDRs add leverage post-handoff

NDA support
Footage collection
Demo building
Triangulation
Stakeholder intros
Warm content
Account scoping
VSB updates

Between calls

SDRs push the opp forward by...

NDA
Footage collection
Value driver identification
Warm content
Scoping the account
Building the demo
Triangulating into new stakeholders

Tools

Resources to support active opps

Opportunity-support resources coming soon.