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New SDR Assignment Communication
This framework is here to make assignments smoother and save everyone time. Instead of Strategists needing to circle back with a bunch of follow-up questions, Managers can drop the key details and reasoning right up front in the #managers-all channel. That way, Strategists have everything they need to not only understand the assignment but also share the “why” behind it with the client confidently and clearly.
1. Friendly Opening & Tagging
“Hey, @StrategistName!”
“Good morning, @StrategistName!”
“Morning, @StrategistName!”
2. Context / Timing
Example phrases:
“For [ClientName]’s reassignment plan…”
“Opening up the SDR conversation for [ClientName].”
“We’ve got a reassignment plan in motion for [ClientName]...”
3. SDR Availability / Strengths & Fit
“[SDR] is available and can start reviewing backend materials as soon as [date].”
“[SDR] will be ready to begin studying on [date], aiming for a launch shortly after.”
“Once [SDR] wraps up their current campaign, they’ll be able to start ramping for this account on [date].”
“[SDR] brings consistent communication, drive, and attendance — we think they’d be a great addition to the team.”
“With their experience in similar accounts and a track record of strong client interactions, [SDR] seems well-suited to this assignment.”
4. Timeline & Readiness
“…[SDR] would be ready to start studying today or tomorrow for a launch later in the week.”
“…depending on Thursday’s pre-launch call, [SDR] could start studying Monday for a launch later that week.”
“…[SDR] is ready to start studying on [date], which keeps us on track for a launch before EOM.”
“…wrapping up another campaign on [date], so we’d be looking at a [date] launch.”
“With [SDR] out on [date], we can plan to start studying on [date] and launch on [new date] to factor in both timelines...”
5. Next Step / Strategist Alignment
- Keep it upbeat and approachable.
- Always tag the Strategist(s) directly.
“Hey, @StrategistName!”
“Good morning, @StrategistName!”
“Morning, @StrategistName!”
2. Context / Timing
- Briefly call out anything time-sensitive (e.g., upcoming pre-launch sync, client milestone, or PB approval window).
Example phrases:
“For [ClientName]’s reassignment plan…”
“Opening up the SDR conversation for [ClientName].”
“We’ve got a reassignment plan in motion for [ClientName]...”
3. SDR Availability / Strengths & Fit
- Name the SDR, and if applicable, highlight a strength or fit.
“[SDR] is available and can start reviewing backend materials as soon as [date].”
“[SDR] will be ready to begin studying on [date], aiming for a launch shortly after.”
“Once [SDR] wraps up their current campaign, they’ll be able to start ramping for this account on [date].”
“[SDR] brings consistent communication, drive, and attendance — we think they’d be a great addition to the team.”
“With their experience in similar accounts and a track record of strong client interactions, [SDR] seems well-suited to this assignment.”
4. Timeline & Readiness
- Share when they’ll be ready to start studying and when the launch is expected.
- Factor in PTO or client meeting dates if relevant.
“…[SDR] would be ready to start studying today or tomorrow for a launch later in the week.”
“…depending on Thursday’s pre-launch call, [SDR] could start studying Monday for a launch later that week.”
“…[SDR] is ready to start studying on [date], which keeps us on track for a launch before EOM.”
“…wrapping up another campaign on [date], so we’d be looking at a [date] launch.”
“With [SDR] out on [date], we can plan to start studying on [date] and launch on [new date] to factor in both timelines...”
5. Next Step / Strategist Alignment
- End with collaboration and confirmation.
Example phrases:
“…if that sounds like a plan to you?”
“…if you’re on board with the new plan. :slightly_smiling_face:”
“…let us know if that sounds solid, and we’ll lock it in.”
“…if you’re good with it, we’ll keep things moving.”
Updated 08/21/25 by C. Witham