I was reviewing an SDR team’s activity — they were hitting all the classic
KPIs:
So I sat with one rep and watched her prospect.
She pulled up a list of Series B SaaS companies and said: “They match our ICP —
200–500 headcount, US-based, using HubSpot…”
I asked: “Cool — but what’s the actual reason to reach out
now?”
She blinked. “Uhh… they’re ICP?”
That’s the failure no one talks about: Prospecting based on static fit
instead of dynamic timing.
They were picking accounts based on who they are, not what’s
happening.
Great SDRs don’t chase personas.
They chase moments.
We rebuilt the motion with one rule:
No outreach unless there’s a reason to reach out
today.
We taught them to hunt for triggers like:
Each SDR got a simple framework: