Playbook · CRM hygiene
The weekly working-list ritual — 20 minutes, every Monday
The 20-minute Monday-morning ritual every SDR runs to triage their account list for the week. What to look at (signals, ICP score, last touch), what to cut, what to escalate, and the one report most SDRs skip that doubles their hit rate.
01The play
Summary
The 20-minute Monday-morning ritual every SDR runs to triage their account list for the week. What to look at (signals, ICP score, last touch), what to cut, what to escalate, and the one report most SDRs skip that doubles their hit rate.
02Expected outcome
Outcome: SDRs who run this ritual book 30-40% more meetings per week than those who don't.
Success metric: Working list updated before noon every Monday + reflected in week's outreach.
03Anti-patterns · do not run this when
- Do not skip the cut step — adding without subtracting bloats the list
- Do not run it longer than 20 minutes — diminishing returns
- Do not let it become a meeting — solo ritual
Playbook entry · ships as-of {date('M Y')}. Operator-written, no theory inflation. If you've run this play and the numbers don't match yours — or the rhythm needs a tweak — write to [email protected] and we'll revise.
Signal-anchored outbound, no theater
Run this play on every account in your CRM.
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