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Sales and customers
Sales development representative
Opens doors for account executives: finds prospects, reaches out and books first meetings.
Under Account executive. Also under it: Sales engineer, Account manager
Workflows for this work
The job in 4 areas. Each part is a workflow: open it for its steps and the tools that do each one. Built from occupational data and the field's own body of knowledge; sources at the end.
Sales development representative126 skill packs · 46 MCP servers · 4 pluginsEach part is a workflow. The number beside it is how many tools help with it
1Target the right accounts
Build lists of good fit companies and people and learn about them.
2Reach out
Contact prospects by email, phone and social, and answer inbound interest fast.
3Qualify and book
Check fit, then book a meeting and brief the account executive.
4Nurture and track
Stay in touch with leads that are not ready and track what works.
Sources for this tree, 3
- VendorHow to create a sales process that drives results, directly from a sales proHubSpot
- Occupational dataSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel (41-3091.00)O*NET OnLine, U.S. Department of Labor
- VendorHelping Closers Close More: The Important Role of Sales Development Representatives (SDRs)Salesforce
O*NET occupations consulted: 41-3091.00. Read on 2026-10-04.
Everything suggested for this role
Each pick says which of the role's tools or work it matched. Auto-listed means automated checks only.
Skill packs155
MCP servers9
Plugins and agents2
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