Field Report / 002"Tom's training made a massive impact on our team. We went from 50% quota attainment in Q2 to 81% in Q3, and by Q4 we pushed into the low 90% range — our highest performance yet. Three of our SDRs earned promotions to Commercial AE roles. The structured training, playbooks and hands-on coaching set the team up for long-term success."
How Kustomer turned SDR enablement into a weekly performance operating cadence
Fourteen weeks with the SDR team and its leaders. Not a training series — a repeating loop of leadership alignment, live workshop, breakout implementation, rep execution and manager inspection, with the playbook infrastructure left behind.
50% Q2 → 81% Q3 → low-90s Q4 quota attainment
Proof point 01
Ryan O'Donnell · client testimonial
3 SDRs promoted to Commercial AE
Proof point 02
Client testimonial
14-week weekly performance loop
Proof point 03
Program structure
Report thesisAn SDR team and its leaders moved from one-off training to a 14-week performance system — the defensible claim is the operating behavior installed, not sole causality over attainment.
- SDR Leadership
- Coaching
- Enablement
- Pipeline
- Industry
- B2B SaaS | CX & Support Software
- Engagement
- 14-Week Revenue Accelerator — SDR team + leadership
- Dates
- 2024
Performance movement is reported by Kustomer leadership and is not attributed to SD Lab alone — added headcount also contributed to aggregate activity over the same period. Q4 attainment is published as the low-90% range.
Artifacts from the work
A compact view of the work. Open any item to inspect it.
What was actually happening
Kustomer had an active SDR team and existing onboarding. What leadership wanted was consistency: the same prospecting fundamentals, the same messaging standard, the same conversion behavior and the same coaching rhythm across a remote team where several reps were brand new and the experienced reps needed fresh tactical range.
What we found
The gap was not knowledge, it was cadence. Enablement happened in bursts, reps applied it unevenly, and nothing in the weekly rhythm forced application or inspection. The fix had to be a loop the managers could run — not a curriculum that ended when the sessions did.
Onboarding existed, but there was no shared standard the whole team practiced against week to week.
New and tenured reps drifted toward different messaging and different definitions of good.
Most outbound leaned on email. Phone, LinkedIn, video and voice were used inconsistently.
Coverage per account was thin, so reply rates set the ceiling on the entire funnel.
Enablement was delivered, but application was not inspected in the manager's weekly rhythm.
Skills were taught and then decayed. Nothing compounded from one week to the next.
Remote reps rarely worked across tenure lines.
Tacit knowledge from experienced reps never reached the new hires who needed it most.
What we built
- Prioritization and list-building standards
- A cold email messaging standard built on relevance
- Cold calling curriculum, call blitzes and recurring power hours
- LinkedIn, social, video and voice prospecting as first-class channels
- Objection handling, follow-up and reactivation practice
- Time blocking and daily operating structure for reps
- Qualification and smoother SDR-to-AE collaboration
- Manager accountability and team motivation mechanics
- Quarter-end urgency and re-engagement messaging
How the work ran
Every week ran the same loop: leadership alignment on the week's focus, a live two-hour workshop, breakout implementation in mixed-tenure groups, rep execution and homework in the field, then manager inspection and reinforcement — then repeat. The workshop was never the deliverable. The loop was.
- 01Leadership alignmentManagers agree on the week's focus before the team sees it.
- 02Live workshopTwo hours, taught in the room, built on the team's real work.
- 03Breakout implementationMixed-tenure groups build the thing rather than watch it.
- 04Rep executionThe play runs in the field that week as assigned work.
- 05Manager inspectionApplication gets reviewed and reinforced, not assumed.
Receipts from the engagement
How each week turned teaching into practiced behavior that managers could inspect.
The operating pieces that replaced one-off sessions, shown at a category level.
How the team operates now
Reps expanded beyond email into phone, social, video and voice. New reps began booking meetings from cold calls and recovering stalled conversations through better follow-up. Recurring power hours became part of the week, time blocking gave reps a repeatable daily structure, and leadership began reviewing rep-built follow-up before wider rollout.
One-off sessions with uneven application
A weekly loop: align → workshop → implement → execute → inspect
Email-dominant outreach
Phone, social, video and voice used deliberately per account
Activity discussed, not structured
Recurring power hours and team mechanics with manager reinforcement
Knowledge held by tenured reps
Playbook infrastructure plus recorded curriculum for future hires
What we can verify
- Quota attainment moved from 50% in Q2 to 81% in Q3, and into the low-90% range in Q4 — Kustomer's highest performance yet (client testimonial)
- Three SDRs earned promotions to Commercial AE roles (client testimonial)
- Weekly power hours and call blitzes became a standing part of the week
- Reps ran multichannel outreach and tested their own follow-up with leadership review
- Time blocking gave reps a repeatable daily operating structure
- Mixed-tenure breakout groups pulled experienced-rep tactics into new-hire practice
- Managers can run the align → workshop → implement → execute → inspect loop without SD Lab in the room
- A Kustomer-branded rep playbook exists as onboarding infrastructure for future hires
- Session recordings, decks, worksheets and exercises form a reusable curriculum
Quota attainment figures and promotions are client-reported through published testimonials from Ryan O'Donnell and Jon Dyer. Behavior observations come from recorded program sessions. Q4 attainment is published as the low-90% range. SD Lab is not presented as the sole cause of performance movement; added headcount also contributed to aggregate activity.
“Fourteen weeks of consistent, structured, tailored training transformed our reps' skills and confidence. We went from 50% quota attainment in Q2 to 81% in Q3, and that momentum set us up for a record Q4. The playbooks remain valuable assets for the team.”
What stayed behind
- Session recordings and workshop materials
- Group activities, worksheets and exercises
- Reusable curriculum for future hires
- A Kustomer-branded rep playbook
- A B2B sales and operating playbook
- Team accountability and motivation mechanics
What remained unproven
Every engagement leaves something unresolved. These are the limits of what this report can claim.
- Headcount growth also contributed to aggregate activity over the same period, so quota-attainment movement cannot be attributed solely to this engagement
- Q4 attainment is published as low-90s, not as 100% achieved
Enablement only compounds when a manager's week is built to inspect it. Kustomer's gain came from the loop — align, teach, implement, execute, inspect — and from the playbook infrastructure that let the loop keep running after the engagement ended.
The thinking behind this work
- FrameworksMost SDR Coaching Is ReactiveReactive coaching starts after the miss. This is the inspection cadence: daily, weekly, monthly, quarterly. That surfaces the problem while there is still time to change it.Read
- FrameworksYour Pipeline Isn't Dry... It's LeakingWeak pipeline is rarely one problem. The SD Lab Pipeline Leak Map locates where opportunity falls out before anyone prescribes more volume.Read
- FrameworksWhere Deals Actually BreakBooked meetings still stall when discovery, qualification, connection, handoff and follow-up break. A seven-stage way to diagnose the middle of the motion.Read
More in the Resource Library and on Media.
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Based on historical program documentation. Testimonials from Ryan O'Donnell and Jon Dyer were confirmed by them before publication. Diagrams are conceptual summaries created for this report, not client materials.
