Playbook

An SDR Daily Plan for Account-Based Teams

For SDRs and their managers tired of days that end busy and empty.

You leave with an hour-by-hour plan built around named accounts, two protected call blocks and the four numbers worth logging at the end of each day.

By Intandemly team · Updated 24 Oct 2026 · 5 min read · Free, no sign-up

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  • 2 copy-ready blocks
  • 5 min read

An SDR daily schedule built on activity quotas produces exactly what it measures: activity. This plan is built on the other unit: named accounts moved. The hours are structured, the call blocks are protected, and the day ends with four numbers that mean something on Friday.

The day

08:30  Review (20 min)     Yesterday's replies first; they outrank
                           everything. Then today's cadence touches,
                           due by account tier.
09:00  Research block      Tomorrow's touches researched today: one
       (45 min)            fact per account. No sending in this block.
09:45  Email and LinkedIn  The researched touches go out. Tier 1 written
       (75 min)            fresh per person, Tier 2 from skeletons,
                           Tier 3 from the segment version.
11:00  Call block 1        Dials into accounts with a researched reason.
       (60 min)            60 seconds of dictation after every connect.
12:00  Lunch, properly     The afternoon needs a different brain.
13:00  Replies and admin   Every reply answered inside the working day.
       (45 min)            Tracker rows updated from the dictations.
13:45  Call block 2        Different time zone or seniority than block 1;
       (60 min)            senior people answer at different hours.
14:45  Committee work      The slower moves: second-stakeholder notes,
       (45 min)            forwardables, LinkedIn comments on target
                           accounts, gatekeeper follow-ups.
15:30  Tomorrow's list     Which accounts get tomorrow's research block,
       (15 min)            picked while today is fresh.
15:45  The four numbers    Log them, close the laptop lid on outbound.

Adjust the clock to your market's hours; the shape is the point. Two protected call blocks, research separated from sending, and replies beating everything.

Why research and sending are separate blocks

Because mixed, sending always wins: it feels like progress and research feels like homework. Separated, the morning's sends are yesterday's research, which means every touch carries a fact. The touch patterns themselves, by tier, are the Tier 2 and Tier 3 cadences; the dictation habit that keeps the tracker current is dictate the account update.

The four numbers at 15:45

1. Accounts touched          (not messages sent: companies moved along)
2. Real replies              (two-way exchanges started or continued)
3. New people mapped         (names added to committee maps today)
4. Next steps dated          (meetings, calls or commitments with a date)

Four numbers, thirty seconds, honest. They roll up into the weekly account penetration tracker without translation, because both count the same things. A week of zeros on line 3 says single-threading; zeros on line 4 say the asks are too big; zeros on line 2 with high line 1 say the list or message is wrong. The day diagnoses itself.

What an account-based SDR does differently

The role is the same title with a different unit of work; the definition is in the glossary under SDR. In practice three habits separate the account-based version: research before outreach rather than after a reply, several people per company rather than one contact per send, and parking accounts with dates rather than burning through a list once. The daily plan above is those three habits given hours.

Worked example (illustrative, not a real company)

Illustrative example

An SDR at Tessaro Analytics runs the plan on a Tuesday. The 8:30 review finds a reply from Northfield Logistics' IT manager: answered by 8:50, call booked, line 4 scores early. The research block preps five Tier 2 accounts for Wednesday. Call block 1 connects twice; both dictations go straight to the tracker. Committee work sends one forwardable into Calder Cold Chain's finance team. The 15:45 numbers: 14 accounts touched, 3 real replies, 2 people mapped, 1 next step dated. Thin on dials by quota standards, and the best Tuesday the list has had. All names are invented.

Five mistakes to avoid

  1. Letting the inbox run the day. Replies get a block and the morning review, not continuous attention. An SDR who answers everything instantly sends nothing deliberate.
  2. Researching during call blocks. Looking up the next account between dials is how a 60-minute block makes nine dials. The research happened yesterday; the block is for dialling.
  3. Skipping the dictation. Sixty seconds per connect is the difference between a tracker and a diary of guesses. No dictation, no block two.
  4. Measuring the day in sends. Sends are the cost column. The four numbers are the output; a day of 80 sends and no replies, names or dates was an expensive day off.
  5. Running Tier 1 effort on the whole list. The schedule only fits because the tiers carry different depth. Fresh writing for everyone means four accounts a day and a list that rots.

Why this works on named accounts

An activity-quota day optimises for the dashboard: dials made, emails sent, tasks cleared. An account-based day optimises for the list: which named companies got closer to a real conversation. The difference shows up at 5pm. The quota day always succeeded, because activity is controllable; the account day sometimes failed honestly, and those honest failures are what tell a team its list, message or tiers need fixing. You cannot manage what the busywork hides.
How account-based selling works →

Common questions

What does an SDR daily schedule look like?

A morning review that answers replies first, a research block for tomorrow's touches, a send block for today's, two protected call blocks at different hours, an afternoon slot for committee work and a closing log of four numbers: accounts touched, real replies, people mapped, next steps dated.

How many calls should an SDR make a day?

As many researched ones as two protected hours allow. The honest answer is that the number matters less than the reason per dial: a call with a researched fact beats a pile of cold ones, and the four daily numbers will show it inside a month.

How do SDRs avoid burnout on outbound?

Structure beats stamina: separate thinking work from performing work, protect lunch, end outbound at a fixed time and measure output rather than motion. The quota treadmill burns people out because effort and credit are disconnected; counting accounts moved reconnects them, and parked accounts coming back proves the work compounds.

More from the Academy

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Tier 2 and Tier 3 Cadences

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You leave with the two lighter versions: a 10-day nine-touch cadence over four channels for Tier 2 and a five-touch email-and-LinkedIn cadence for Tier 3.

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Dictate the Account Update

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You leave with a 60-second dictation habit, the prompt that structures it and the fields that keep an account tracker honest.

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Account Penetration Tracker (Sheets)

For teams working a named account list.

You leave with a paste-in tracker: one row per account, six statuses, the five KPIs your weekly review needs and a rule that flags any account going stale.

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