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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

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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