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GROWTH TACTICS

Building a Sales Development (SDR) Function

By Chris Flores

Chris Flores was head of sales development at Namely as the company grew from 4 to 600 employees and $0 to $65M in ARR. In this playbook, he describes best practices for designing the SDR role, establishing processes, and building a team.

CHURN REDUCTION

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Recent Popular Playbooks

Linda Fang
HR Policies & Compliance

Setting HR Policies

Linda Fang
Linda Fang

Linda Fang is the Principal Attorney at Banyan Legal Counsel, a law firm that supports businesses with employment law and business startup and expansion. She’s been practicing law for 16 years, covering all aspects of employment law, HR advice, entity formation and governance, and business contracts. Linda has been admitted to the bar in California and Washington.

Linda Fang is the Principal Attorney at Banyan Legal Counsel, a law firm that supports businesses with employment law and business startup and expansion. In this guide she lays out what policies you should have in place for your employees in general, and how to to think about your processes around hiring, onboarding and offboarding employees, managing remote workers, protecting your company’s intellectual property, and more.
Andrew McCotter-Bicknell
Marketing

Establishing a Competitive Intelligence Program

Andrew McCotter-Bicknell
Andrew McCotter-Bicknell

Andrew McCotter-Bicknell is the Head of Competitive Intelligence at ClickUp. He was previously the Head of Competitive Intelligence at ZoomInfo.

Andrew McCotter-Bicknell is the Head of Competitive Intelligence at ClickUp and was previously the Head of Competitive Intelligence at ZoomInfo. In this guide, he explains how to research your competitive landscape and arm sales and marketing teams with powerful competitive intelligence.
Anthony Louis
People & Talent

Designing an Outcome-based Hiring Process

Anthony Louis
Anthony Louis

Anthony Louis is Recruitment Lead at Beacon, a talent consultancy that helps growing organizations level up their internal hiring programs. As a recruiter himself and leader of recruiting teams, he’s served over 100 companies from Seed Stage to Series C+, and interviewed thousands of candidates across dozens of functions.

Anthony Louis is Recruitment Lead at Beacon, a talent consultancy that helps growing organizations level up their internal hiring programs. In this guide he lays out a roadmap for an outcome-based hiring process, from writing a spec to identifying candidates to running an interview process to making the hire, all with better targeting and less bias.
Sophie Alcorn
People & Talent

Navigating Immigration Law

Sophie Alcorn
Sophie Alcorn

Sophie Alcorn is a top 10 California immigration attorney, entrepreneur, and thought leader. She founded Alcorn Immigration Law, lauded the Top Immigration Law Firm For Startups In California. Sophie authors TechCrunch’s advice column “Dear Sophie”, serves on AILA’s Innovation & Technology Committee, and hosts the podcast Immigration Law for Tech Startups. Her mission is to help people harness their strengths, follow their hearts, find direction in their goals, and live their dreams in the U.S.

Sophie Alcorn is the Founding Partner at Alcorn Immigration Law and is a Certified Specialist Attorney in Immigration and Nationality Law by the State Bar of California, Board of Legal Specialization. In this guide she lays out different employment-based visa and green card options available to companies seeking to hire international talent, and when to use them. Please keep in mind that this article is educational only and does not replace individual legal advice. Sophie recommends that you speak with an expert attorney for any legal advice to assess your options if you think you’re ready to move forward. Immigration is not a one-size-fits-all process, and putting your best foot forward requires individualized attention!
Paul Zeckser
Product & Strategy

Scaling a Marketplace Product

Paul Zeckser
Paul Zeckser

Paul Zeckser is currently the Founder of Fresh Product Design, a full-service product strategy and development consultancy. He previously led product at HomeAdvisor, the two-sided home services marketplace, where he was responsible for setting the direction for product management, product design, and product analytics teams. He grew with the company from ~$200M valuation to $6B valuation.

Paul Zeckser led product ad HomeAdvisor from 2011-2020 and is now the Founder of Fresh Product Design, a full-service product strategy and development consultancy. In this guide he lays out how product, sales and marketing and operations should coordinate to scale marketplaces. He covers metrics to track, how to think about matching, and guidelines for monetizing marketplace transactions.
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