The situation: A new SDR — Jamie — joins the team on Monday. Territory: mid-market B2B SaaS, US, 200–600 employees, VP of Sales and RevOps, selling sales intelligence software.
Territory Overview
Jamie — Mid-market SaaS US · Week starting June 2
Total accounts built: 8 · Verified contacts: 14 · Priority A: 3 · Priority B: 4 · Priority C: 1
Priority A Accounts — call day 1 and 2
Dunmore Analytics · 580 employees Signal: Series B closed 18 days ago · New budget cycle, headcount targets being set now Primary contact: T.K., VP of Sales · t.k@[dunmore].com · direct mobile available Opening angle: “Your Series B just closed — SDR data quality is usually the first thing that breaks at scale. Worth a quick call?”
Crestline Software · 340 employees Signal: New CRO hired 12 days ago · New leader evaluating the full stack in first 30 days Primary contact: R.V., VP Revenue Operations · r.v@[crestline].com · direct mobile available Opening angle: “A new CRO is usually when the data layer gets reviewed. Happy to show you what that looks like at Crestline’s stage.”
Falcrest Tech · 380 employees Signal: Series A closed 9 days ago · Post-funding stack evaluation window is open Primary contact: P.N., VP Revenue Operations · p.n@[falcrest].com · direct mobile available Opening angle: “Congrats on the Series A — most teams your size hit the SDR ramp problem right after the round closes. Worth 15 minutes?”
Priority B Accounts — week 2 onwards
Ashford Platforms · 420 employees Contact: M.L., Head of Sales Operations · m.l@[ashford].com · direct mobile available No signal — ICP fit. Call week 2.
Briarway SaaS · 290 employees Contact: P.O., VP of Sales · p.o@[briarway].com · direct mobile available No signal — ICP fit. Call week 2.
Greenway Cloud · 510 employees Contact: J.A., SVP of Sales · j.a@[greenway].com · direct mobile available No signal — ICP fit. Call week 2.
Halcyon Data · 470 employees Contact: S.P., VP RevOps · s.p@[halcyon].com · direct mobile available No signal — ICP fit. Call week 2.
Priority C Accounts — research before calling
Elmont Systems · 610 employees Issue: Only Director-level contact found — below VP floor Next step: Run the find decision-maker prompt to find VP or above before calling.
First Week Outreach Plan
Day 1: Call T.K. at Dunmore Analytics (Series B) · Call R.V. at Crestline (new CRO)
Day 2: Call P.N. at Falcrest Tech (Series A) · Follow up on any Day 1 voicemails
Day 3: Email M.L. at Ashford + P.O. at Briarway
Day 4: Email J.A. at Greenway + S.P. at Halcyon
Day 5: Research Elmont Systems VP contact · Review responses from Days 1–4
Quick Reference Card
Funding signal opener: “Your [Series A/B] just closed — most teams at your stage hit the SDR data quality problem before the first new hire ramps. Worth a 15-minute call?”
New exec hire opener: “A new [CRO/VP Sales] is usually when the data layer gets reviewed. Happy to show you what that looks like at [company]’s stage — 15 minutes?”
Headcount surge opener: “Your [SDR/AE] team is growing fast — data quality is the first thing that breaks at this scale. Worth a quick call before it becomes a ramp problem?”
Illustrative example — fictional company names used. Run with your own territory parameters to see live results.