StackGTMGTM operating system
StackGTM/Service 02
SDR / BDRIntegrated GTM

An SDR team you don’t hire. A pipeline you keep.

A first SDR is a salary, a manager, a tool stack and four months of ramp before you know whether it works. This is that function running in weeks — across outbound, your events, your inbound and the deals that went quiet in your CRM. And you keep the workspace it all ran in: a platform built for BDR teams to work fast, not a CSV export at the end of a contract.

How it converts One motion
  • OUTLinkedInCurated lists, first touch
  • OUTEmailScale and nurture
  • OUTPhoneClose the meeting
  • EVTEvent follow-upYour attendee lists
  • WEBWebsite MQLsInbound, worked same day
  • CRMRe-engagementDeals that went cold
  • EXPCustomer expansionThe installed base
One account recordWhere the motion lands
  • Every touch attaches to the account, not a single contact
  • Replies land in one inbox across email, LinkedIn and calls
  • One order of operations — who gets worked this week
Meeting bookedSigned up Sales-led close, traced to its source surfaceProduct-led close — same motion, ISV funnel
Seven surfaces · three are outbound Mix tuned per account
01 —What you’re buying

A first SDR is five bets, not one. This is one.

Salary is the smallest part of it. A rep also needs someone to manage them, a stack of tools before they can send anything, and three to four months before they are productive — and you carry the risk that the person you hired is not the one who works out.

Hiring a first SDR

Five things to get right

  • Salary, benefits and payroll, running before any pipeline exists
  • A manager’s time to coach, script and QA the work
  • Data, an email platform, LinkedIn tooling and warmup — all billed to you
  • Three to four months of ramp before you know whether it works
  • If it doesn’t work out, you start again from zero
Running this instead

One decision

  • Live in weeks rather than quarters
  • The team, the management and the QA come with it
  • The platform is included — no separate stack to buy or learn
  • Every touch lands in a workspace built for BDR teams to work fast
  • Stop whenever, and you keep the accounts, the history and the attribution

Two ways to buy it.

Which one is right depends entirely on whether you already have people doing this work. We would rather point you at the cheaper answer than sell you the wrong one.

02 —The surfaces we work

Every channel has a job. None of them works alone.

Seven surfaces, one motion. Each has a distinct role in getting to a close, and each feeds the same account record — so a lead that arrives through your website is worked with everything we already know from outbound, and the other way round.

Primary discovery

LinkedIn outreach

Curated, intent-based targeting with a personalized first message. This is where most conversations start, and it is the channel our own book performs best on by a wide margin.

Scale & nurture

Email campaign

Strategic follow-up across larger lists — staying present over weeks rather than trying to win on the first send. Sent only to records that survived cleansing.

Domain protection
Volume is what burns domains.

Sending reputation is slow to build and effectively impossible to buy back. Most cold-email programs damage it in the first two weeks by treating list size as the strategy. Four things stop that:

  1. Separate sending infrastructure. Outbound never goes out on the domain your customers, contracts and invoices come from. If a sending domain does get burned, it is one we can retire.
  2. Warm before volume. New domains and mailboxes ramp slowly, so the first sends are deliberately small. Starting slower beats burning domains you will still need next year.
  3. Cleanse before send. Mailbox verification, blacklist checks and a Do-Not-Contact scrub, plus a risk segment that is never sent to at all. Bounces and spam traps are what tell a provider you are guessing.
  4. Detect gateways and route around them. Accounts behind heavy email security get flagged and worked on LinkedIn and the phone instead. Blasting into an enterprise gateway gets you filtered, then flagged, then blacklisted — and it takes the rest of your list down with it.

Volume is spread across channels rather than forced through one. If your current setup cannot carry the volume you want, we say so before you sign.

Close intent

Phone outreach

High-touch conversion. Once interest exists from LinkedIn, email or an inbound signal, the dial is what turns it into a booked meeting.

Warm leads

Event follow-up

Your events create intent that decays fast. We take attendee lists and work them inside 48 hours, while the conversation is still recent enough to reference.

Inbound

Website MQLs

Marketing-qualified leads get qualified and contacted the same day — hot ones routed to sales, lukewarm ones nurtured, bad fits disqualified so your team stops working them.

Revival

CRM re-engagement

Deals that went cold. Budgets reset, teams change, priorities move — systematic re-engagement stays in front of them until the timing is right.

Installed base

Customer expansion

The one surface you already own. Expansion and cross-sell openings inside current accounts run on the same record as everything else — so what outbound learned about a company does not stop being useful the day they become a customer.

03 —What you keep

Most agencies rent you meetings. You keep the pipeline they came from.

The usual outbound engagement ends with a calendar invite and an email thread. Stop paying and you are back where you started — no list, no history, no idea which accounts were close. Everything the agency learned working your events, your inbound and your CRM leaves with them. That is the part we do differently, and it is the only reason to pick us over a cheaper shop.

The usual engagement

You rent the output

  • Meetings arrive as forwarded email threads or calendar invites
  • The target list lives in the agency’s tooling, not yours
  • Why an account was picked is in a strategist’s head
  • What they learned from your event and inbound data stays theirs
  • Cancel, and the asset leaves with them
This engagement

You keep the asset

  • Every account, contact and touch lands in your workspace
  • The signal that triggered outreach stays attached to the account
  • Replies land in one inbox across email, LinkedIn and calls
  • Every close traces back to the surface and sequence that produced it
  • Cancel, and you still have the accounts, the history and the attribution
04 —How it runs

Same three beats as everything else we do. Discovery, intent, pipeline.

Nothing here is bespoke to outbound. It is the method every service runs, pointed at the accounts you sell to — which is why adding a second service later does not mean a second process.

Beat 01

Discovery

Who should we be talking to?

Not just cold accounts. Your event attendees, your website MQLs, the deals that went quiet and the customers who could buy more all enter here, alongside the ICP we build from scratch — then the whole thing is cleaned and enriched before a rep touches it.

Ends in — every surface on one list, safe to send to
Beat 02

Intent

Which of them are ready now?

Five signal categories fused into one confidence score per account, refreshed monthly. The score is explainable and tunable — you can see why an account ranks where it does and change the weighting when it is wrong.

Ends in — an order of operations for the week
Beat 03

Pipeline

Did it actually produce anything?

Email, LinkedIn and calls run from one account record with replies in one inbox. Every close — a booked meeting or a product sign-up — traces back to the surface, the channel and the sequence that produced it.

Ends in — closes you can attribute

Execution stays in the tools you already run — Instantly, HeyReach, HubSpot. We route to them and read results back. StackGTM is a prospecting workspace, not a CRM: no deal stages, no forecast.

05 —How to maximize it

The best BDR teams aren’t siloed. They’re wired into everything else.

None of this requires you to change tools or hand over a team. It is about what gets connected to what — and each connection below is worth more than another thousand emails.

01

Your CRM as the source of truth

Every outreach, reply and meeting lands in one place your team can see. We sync campaigns, track engagement and move records as they heat up — so nobody is guessing what has already been said to whom.

02

Event follow-up inside 48 hours

Attendee lists reach us while the event is still current. Intent from a conversation at a stand is perishable; worked in two days it converts, worked in three weeks it is a cold list with better provenance.

03

Website leads worked the same day

MQLs get qualified and contacted within hours rather than sitting in a queue. Same lead volume, more of it reaching a human while the visit is still fresh.

04

Closed-won feedback loops

Sales tells us what actually worked — the message, the timing, the angle — and that goes back into the sequences. Every deal you win should make the next hundred touches better.

05

Stale deals put back in motion

Cold does not mean dead. Closed-lost and long-dormant records get a re-engagement cadence rather than being written off, because the reason they said no usually expires.

06

Expansion into the installed base

Your existing customers are the cheapest pipeline you have. We identify expansion and cross-sell openings in accounts you already own and run them as a proper motion, not an afterthought.

06 —Fit

This works for some companies and wastes money for others.

We would rather say that here than discover it in month three. If you are on the right-hand column, say so on the call and we will tell you straight — sometimes the honest answer is that outbound is not your constraint, or that you do not need us yet.

Good fit

Worth running

  • You already generate things nobody works — event lists, inbound leads, a CRM with history in it
  • You sell B2B, and a single closed deal is worth materially more than a month of the program
  • You can name the companies you want — or name three competitors you lose to
  • Someone on your side can take what we book, this quarter
  • You want the account data and the attribution to stay yours
Poor fit

Don’t buy this yet

  • You have no events, no inbound and an empty CRM — then this is pure cold outbound, which is a cheaper conversation and we will say so
  • You sell B2C, or to a market too broad to name accounts in
  • Your deal size means a booked meeting costs more than it returns
  • Nobody has capacity to work the meetings once they land
  • You need pipeline this month — this compounds, it does not rescue a quarter

Product-led and self-serve businesses are a good fit too — the terminal event is a trial or a sign-up rather than a meeting, and the motion is scored against that instead. Tell us which one counts for you.

07 —Questions we get

The things people ask before they sign.

Why outsource this instead of hiring an SDR?

A first SDR is a hire, a manager, a tool stack and a ramp period before you learn whether the motion works at all. This is the same test without the headcount risk — and if it works, you keep the list, the signals and the sequences, so bringing it in-house later starts from something rather than from zero. If you already have a working SDR team, the honest answer is usually to buy the platform and skip the service.

We already run events and have a website. Why do we need you for those?

Because they are almost always the surfaces nobody owns. Marketing runs the event, sales works the obvious names, and the rest of the attendee list ages out. Same with inbound: the hot leads get called, the lukewarm ones sit. We are not replacing what your team does with those surfaces — we are working the part that currently falls through, on the same account record as everything else.

Do we have to hand over our CRM?

No. Your CRM stays yours and stays the source of truth — we sync to it rather than asking you to move. Execution stays in the tools you already run, too: Instantly, HeyReach, HubSpot. We route to them and read the results back. StackGTM is a prospecting workspace, not a CRM: no deal stages, no forecast.

How fast will we see results?

Weeks, not days — and it depends heavily on which surfaces you can give us. Event and CRM re-engagement move fastest because the accounts are already warm. Cold outbound is slowest, because domains and inboxes need warming before volume is safe. On the call we will give you a realistic first-close window for your segment rather than a number designed to close you.

Do the meetings you book actually happen?

Across the outcomes we have tracked so far, 85% showed up — 35 of 41 booked meetings, with a further 24 rescheduled rather than lost. That is a healthy number, and we would rather give you the sample size than the headline: outcome tracking started recently, so 41 is a real but early read and we will publish a firmer one once it is a full quarter. It is the same book of business behind the rest of our published numbers.

Will this burn our domain reputation?

That is the main risk in outbound, and it is why the list gets cleaned before a rep touches it — deliverability, blacklist and DNC checks, plus a risk segment the worst records are never sent to. Accounts behind heavy email security get flagged and routed to LinkedIn and calls instead. Volume is spread across channels rather than forced through one. There is a fuller explanation under Email campaign above. If we think your current setup cannot take the volume you want, we will say so before you sign.

Our product is self-serve. Do you only book meetings?

No. For an ISV or any product-led business the terminal event is usually a trial or a sign-up rather than a calendar invite, and the motion is scored against that instead. Same surfaces, same account record, different definition of a close. Tell us which one counts for you and that is what gets measured.

What exactly counts as a signal?

Five categories, fused into one confidence score per account: financial (funding, filings, capital events), technology (stack changes, vendor swaps), company (expansion, restructure, M&A), security and list health, and people and hiring (key roles, team build-outs). No single source is enough on its own, which is why the score is multi-source and why you can see and change what it weights.

What happens to our data if we stop?

You keep it. Accounts, contacts, activity history, the signal that triggered each outreach and the attribution behind every close stay in your workspace. That is the difference between renting outcomes and building a pipeline asset, and it is deliberate.

Can we run this without AI Visibility or the marketplace service?

Yes. The three services are priced and run independently, and none of them requires another. Most people start with one. If a second one would genuinely compound — and sometimes it would not — we will make that case with the account data in front of us, not on the first call.

What does it cost?

Scoped on the call, because it depends on segment, volume and how many of these surfaces you want worked. We are not a self-serve platform yet, so there is no sign-up button and no price list — a pricing table in front of a form mostly helps people disqualify themselves on a number that was never going to be their number.

08 —Where this sits

One of three services. Complete on its own.

Plenty of customers run SDR / BDR and nothing else, and that is a finished purchase — not a starter tier. If you do add another later, it inherits every account this one already found, with the signal history still attached.

09 —Book a call

You don’t need to pick a channel. You need them pointed the same way.

Bring your target segment, your event calendar and whatever is sitting stale in your CRM. We will come back with what an integrated motion across all of it actually looks like — and an honest read on whether outbound is your constraint at all.