The Business Development Representative
a.k.a. Lead Generator · Outreach Specialist · SDR
Creates new opportunities through outbound and referral motion.

Who they are
Where the business development representative runs the day from the desk.
Creates new opportunities through outbound and referral motion.
Software relationship: daily
Goals · what “good” looks like
- ▸More qualified opportunities weekly
- ▸Lower cost per qualified opportunity
- ▸Consistent pipeline top-of-funnel
Who shows up · how they think
Demographics & mindset.
Demographics
Typical MBTI types
the temperaments we keep meeting in this seat
A day with the business development representative
Wake to bed.
13 waypoints. 2 peak-stress hours.
Wake
Coffee, a quick scroll through the team Slack, breakfast bar on the way out the door. The week's outreach target written on the sticky note on his monitor — fifteen qualified opportunities by Friday, sitting at six on Tuesday morning.
Commute
Earbuds in on the bus, half-listening to the sales podcast everyone on the team pretends not to listen to. Mentally rehearses the open for the cold list he is calling at nine.
CRM warmup
At the desk, headset on the hook. Pulls the day's call list — sixty names, segmented by the engagement-pattern score the team started using last month. Skims the inbound replies that came in overnight; two warm responses he wants to hit first.
Warm replies
Calls the two overnight responders before they cool. Both pick up; one books a Sales Advisor sit-down for Thursday, the other wants more info — sends the tailored follow-up email from the template he rewrote himself last quarter because the canned one read like a robot.
Cold call hour
Dialer on, sixty minutes, no breaks. Forty dials, eight conversations, two qualified leads booked, four polite no's, the rest voicemails. Personalizes each opener off the engagement-score note — the homeowner who clicked the maintenance article gets a different pitch than the one who got served the install ad.
CRM hygiene
Fifteen minutes between blocks. Updates every record he touched — disposition, next-step date, notes that the next person reading them can actually use. The temptation to fudge the qualifying criteria to inflate his number is real; he keeps it honest, the way the SDR who trained him drilled into him.
Cold call hour
Second dialing block, the same sixty-minute discipline. Lands a third qualified lead — small business owner with two rooftop units pushing fifteen years. Books the discovery sit-down with a Sales Advisor for Friday and writes the context note long enough that the advisor walks in armed.
Lunch with the team
Sandwich in the breakroom, swaps notes with the other BDR about the rooftop lead — she has a similar prospect down the road and wants the play-by-play. Texts a meme to his roommate about the third polite no in a row from the morning block.
List building
Builds tomorrow's call list from the new lead-gen export. Sorts by engagement score, drops anyone who has been called in the last thirty days, segments by zip so the morning calls cluster on neighborhoods the techs love working.
Email sequence work
Drafts the next step in the spring-tune-up nurture sequence. Writes it short, in his own voice, with one specific reference to the season's call volume. Routes it through the Sales Manager for a Wednesday send.
Cold call hour
Final dialing block of the day, the late-afternoon list. Energy is lower; he stands up at the desk, paces while he dials. Two more qualified leads in the hour, putting him at five for the day, eleven on the week — within striking distance of the Friday number.
Pipeline review
Twenty minutes with the Sales Manager at the standing desk. Walks the four leads he booked today, the two warm replies still pending, and the engagement-score patterns he is noticing. Honest about the gap to fifteen; no spin.
Sign off
Updates the personal scorecard — dials, conversations, qualified opps, conversion rate. Closes the laptop, sticky note on the monitor updated to nine of fifteen, and heads out the door.
What they own · where they slip
The job, frankly.
Core duties
what’s on their plate every week
Where they trip
watch for these, they’re common
What makes them a champion
See which leads are most likely to convert based on engagement pattern.
Career map · the ladder in and out
Where they came from, where they’re headed.
No mapped predecessors yet.
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