SDR Setup & Implementation

Build an outbound sales development system with the tools, sequences, and playbooks your team needs to book qualified meetings at scale.

CRM, inbox, and dialer setup
Multi-channel outreach sequences
Clear playbook and KPI framework

Book a free consultation

Trusted by growth-focused companies across industries

Jewish Federation of Southern New Jersey

Outreach fails when the system is patched together

SDRs waste hours switching tools, rewriting messages, and chasing bad leads. We implement the full stack — CRM, sequences, lists, reporting, and playbooks — so reps can focus on conversations that convert.

What you get with SDR setup

01
Tech Stack Configuration
CRM, email, dialer, and LinkedIn tools connected with the right permissions, fields, and handoff rules.
02
Sequence Library
Ready-to-use email, LinkedIn, and call sequences mapped to persona and stage — with A/B variants built in.
03
SDR Playbook
Objection handling, call scripts, research steps, and meeting-booking standards your whole team can follow.
04
Activity & Pipeline Reporting
Daily activity dashboards and pipeline contribution reports so you know what's working and what's not.

Our Process For Achieving Results

01.

Define ideal prospect profile and personas

02.

Configure tools and data flows

03.

Build sequences, scripts, and playbooks

SDR Implementation Process

ICP & Persona Definition
Tech Stack Audit & Setup
List & Data Sourcing
Sequence & Script Build
Playbook & Training
Launch, Monitor, Optimize

Expectations

01
A fully configured SDR tech stack
02
Ready-to-run sequences and scripts
03
Trained reps with clear KPIs

What clients say

“The team at 215 Marketing is capable, energetic, and a pleasure to work with. We highly recommend them for digital marketing needs.”
Adam RosenLSR Wellness
“My company had rough experiences with past marketing agencies, and 215 proved their worth and then some in the first scope of work. They are extremely transparent with how they operate, and do a wonderful job with building trust. We are proud to call them members of the HawkGrips team.”
Michael CloranHawkGrips
“The guys at 215 know digital marketing. I was amazed at the quality of work they delivered without hesitation, totally beat my expectations. Honest feedback and reliable communications, coupled with superior industry know-how, make these guys a pleasure to work with. Would highly recommend 215 Marketing to any business owner looking to grow their business!”
Josh GimbleNoleuderm
“I selected 215 Marketing as part of a search for a results-focused agency and definitely got that and much more. They approach every engagement with a business lens first, which many agencies do not. Their focus on making sure all marketing efforts are integrated and the customer's needs are being addressed are reasons why you should be contacting them if you're seeking a true agency partner.”
Eric HarbisonAWeber
“Garrett, Jon, and the entire team at 215 Marketing have been amazing partners. The team is quick, responsive, and puts out high quality work products.”
Marty PollakB Positive Plasma
“The two most important things that stand out to me are their long-term planning, and impeccable designs. No matter what the request is, their designers always find a beautiful solution to portray our services. Jon and his team did an amazing job of designing and building our entire website.”
Jose PalmaNew Outlooks Construction Group Inc
“Garrett and his team impressed me even more by successfully building, launching and running our new website as well as our digital marketing program. When it comes to digital marketing, 215 Marketing is my top recommendation.”
Chunjing YangMAFCO
“Love working with 215! They've built our digital marketing program from nothing to one of our largest lead sources. 215 is not a vendor, but a true partner to work with.”
John ArmstrongFranNet Franchise Experts
“I was introduced to 215 Marketing over 4 years ago and I haven't looked anywhere else since. Not only have they helped me with the big projects like designing and launching a brand new website they have also been there for the little everyday marketing questions in between and I seek their advice often. This team is a true pleasure to work with!”
Erin MastersBoehringer Labs
“Our staff and Board could not be happier with the clean, sophisticated and, most importantly, easily navigable design. We are now embarking on our marketing plan with Mikayla and we anticipate the same creative and expeditious process. We highly recommend 215 Marketing for their creative and professional work style; you will not be disappointed!”
Eileen JosephCarelink