BDR Manager Guide

Instead of manually pulling activity reports from your CRM or asking reps to self-report, a BDR manager can ask Unify directly: who’s working, who isn’t, what’s actually converting, and where the coaching opportunity is.

The strongest teams aren’t just building pipeline with Unify, they’re consistently reviewing activity, analyzing outcomes, and iterating on what works.

Prompts to Get Started

Activity: Are my reps working?

• Rank my reps by outbound activity this week: calls, emails, and sequences started.

• Which reps have accounts sitting untouched for more than 30 days?

• How many tasks has [insert rep] completed versus skipped?

Efficiency: Are they working efficiently and what’s working?

• Which reps are behind on pipeline generation for this quarter and by how much?

• Which segments or verticals in our book are generating the most qualified pipeline right now?

• What are the top buying signals showing up across my team this month?

Meetings & pipeline pace: Are they hitting their number?

• How many meetings has each rep booked this month?

• Rank my reps by pipeline generated — new opportunities sourced — this quarter.

• Which reps are booking meetings that don’t move to the next stage? Show me each rep’s meeting-to-pipeline conversion rate.

Coaching / leveling up: Are they getting better?

• Which reps have the lowest reply rates on their sequences this month? Tell me what’s different about their messaging versus the top performers.

• Pull three examples of high-performing outreach messages from this month that I can share with the team.

• Which rep should I coach to help them book more meetings, and why?

Prompts to Schedule

Metrics to Track

• Outbound volume by rep: calls, emails, and sequence enrollments

• Accounts untouched for 30+ days

• Task completion rate

• Reply rate by sequence and by rep

• Meetings booked weekly and monthly, by rep

• Pipeline generated by rep

• Meeting-to-pipeline conversion rate