How to Shadow calls the right way.

ive been working with our SDR trying to help him get ready for an AE promotion. He has been with the company as an SD for over a year. He has been allowed to sit on calls for a while but his knowledge of the product and process was pretty low.


As we have been working together here is something that i think others can do to learn quickly:


  1. write down the questions the prospect asks, and the answer the AE gave
  2. Then after the call think about how YOU would have answered the question. did you know the answer? if not, make it a point to learn the answer
  3. take note of the types of questions the AE asked and the order they are asked:
  4. Generally you want to start with open ended questions, and move to more close ended questions. see what questions the AE asks that get the best feedback.
  5. As the call is going on, think about "what would I suggest as next steps here"
  6. Compare this to what the AE does, see if you can chat with them after about why they chose those next steps
  7. Start understanding the frame work for the call:
  8. How is the agenda set up
  9. who talks first?
  10. who talks the most?
  11. how are next steps established.

This is not a complete list but as he started doing this he has stoped going through the motions, and assuming he knows everything, and figuring out what he needs to nail down more.


Edit: @Gasty when i created this post it has numbers, then letters under each section, but after its posted it just has numbers from 1 -11. i think that makes it a bit harder to read. just wanted to see if anyone else has pointed that out?

👨‍🌾 SDR
💯 Promotions
15
antiASKHOLE
Tycoon
6
Bravado's Resident Asshole
We need to compile all of these posts into one file format. Great add, just so many similar posts about "how to go from SDR to AE" we just need a master post/article in the academy.

I do enjoy your perspective.
TennisandSales
Politicker
2
Head Of Sales
thanks man! some sort of compile might be helpful. i also try to break it down in specific items so its easier to digest and focus on.
antiASKHOLE
Tycoon
3
Bravado's Resident Asshole
Which is where my thought of putting it in the academy and making it like a wikipedia-like format where people can go through the sections they want to go through.
TennisandSales
Politicker
1
Head Of Sales
ah yes not a bad idea. i wonder if I should keep my post names consistent based on content incase ppl wanted to follow along easier? sometimes i just try to have a title that ppl will click on
antiASKHOLE
Tycoon
1
Bravado's Resident Asshole
Sounding a little sus with that "wanting people to click on" talk hahahaha almost like you were from Marketing..

lmao jk, I get what you mean.
TennisandSales
Politicker
0
Head Of Sales
hahah wait till my next post is titled: "quick question" 😂
antiASKHOLE
Tycoon
0
Bravado's Resident Asshole
oh God haha
Diablo
Politicker
2
Sr. AE
I love the framework part - for me the that’s very important. Getting on a quick 1-1 is super helpful, I try to understand what better I could have done and got amazing responses from my BDRs.
TennisandSales
Politicker
0
Head Of Sales
yeah this is the part im working on the most when coaching others. because i feel like new reps try to understand how each specific call needs to go, and if you have a framework that you follow for: discovery, demo, pricing ect then it makes preparing easier.
Kosta_Konfucius
Politicker
2
Sales Rep
This is a great template to go off on. I think a clear thing is you need buy-in from the SDR to be actively paying attention and taking; plus the AE needs to be willing to connect with the SDR before and after the call to work through what happened and answer any questions the SDR has.

Its WAAAY to common to shadow a call where the SDR is just getting way too much information to understand then never has time to walk through what happened once the meeting ends.
FinanceEngineer
Politicker
2
Sr Director, sales and partnerships
Honestly, I make sure to get a hello and intro at the beginning of the call. Just to know I am there. Then mute myself and listen in.
TennisandSales
Politicker
0
Head Of Sales
yeah i mean this is more for folks who are trying to learn by shadowing calls. im assuming by your title that if you are shadowing a call its not to learn how to run that type of call, but provide insight if needed?
Sunbunny31
Politicker
2
Sr Sales Executive 🐰
Great template and coaching. It would be so easy just to tell someone to "go shadow" and have them come up empty with what they should be listening for and what's important.
Good reminder to all of us: what am I supposed to get out of this call?
SalesPharaoh
Big Shot
1
Senior Account Executive
The best way to shadow calls by actually not being visible to the prospect is to use DemoDesk. Helped me with new people that I onboard to listen in and jump in directly to the call. It also helped my reps sound more attentive as if they are taking awesome notes once I go it and recap everything with the prospect.

So my game changed 180 with that and I really recommend people using it. Again i don't work for them lol but reps who want to be AE shadow in a 1 on 1 convo with prospect without looking creepy.
Maximas
Tycoon
1
Senior Sales Executive
Great template keep it up, I think I would use it personally, keep up the good work!
TennisandSales
Politicker
0
Head Of Sales
thanks!!
Armageddon
Opinionated
1
Enterprise Account Executive
This is awesome, I appreciate your perspective!
TennisandSales
Politicker
0
Head Of Sales
Thanks! let me know if you have any questions
7

Managers Joining your Calls

Advice
14
13

SDRs in calibration calls.

Discussion
14
How often does your sales team have calibration calls?
40% Never
55% Once a month
3% Once every 3 months
2% Once every Six months
58 people voted
61
Members only

Should SDRs join AE discovery calls?

Question
107
Should SDRs join AE discovery calls?
44% Always
6% Never
50% Sometimes (comment)
472 people voted