1. Overview
SDRs at VT4S use specific meeting types to categorize different kinds of prospect interactions. The meeting type selected plays a critical role in triggering downstream workflows, such as:
- Deal Creation (SDR Sourced Deals)
- SDR Meetings Booked vs. Meetings Held Reporting
- Contact Sequence Unenrollment
2. Meeting Types
There are three primary SDR meeting types:
Type 1: SDR Handraiser – Intro Call
Used for: Inbound contacts who booked via the “Contact Us” form.
What happens in the system:
- ❌ No deal is created
- ❌ Contact is not automatically unenrolled from sequences
- ✅ SDR gets notified on new Inbound assignment
Associated workflows:
- SDR Handraiser - Intro Call
Type 2: SDR Booked – Intro Call
Used for: General discovery calls or intro chats (inbound or outbound Sequences)
How it works:
- Auto-applied when using default SDR links (prospecting agent)
- Link is also stored in the CRM field: SDR Meeting Link on the contact record
What happens in the system:
- ❌ No deal is created
- ✅ Contact is unenrolled from active sequences
- ✅ SDR gets notified on new Intro Call Booked
Associated workflows:
Type 3: SDR Booked – SQL Handoff
Used when: A contact is ready to be handed off to the AE for next steps in the sales cycle. This will ultimately result on deal being created.
How can this meeting be booked:
- Booked manually via the calendar (check video on how to do so)
- Booked using one of the shared AE+SDR meeting links (check shared links here)
What happens in the system:
- ✅ Deal is created — but only if the contact is associated with a primary company. If not, SDR receives a notification and the system will retry deal creation the next day.
- ✅ Contact is unenrolled from active sequences
Type 4: SDR Meeting Booked – Event
Used when: trying to get a group of districts together for something, usually after hours at a conference or something similar.
How can this meeting be booked:
- Booked manually via the calendar (check video on how to do so)
Associated workflows:
3. Rules & Automation Summary
|
Meeting Type |
Deal Creation? |
Unenrolls from Sequences? |
Trigger Source |
|
SDR Booked – SQL Handoff |
✅ Yes |
✅ Yes |
Shared AE+SDR links or manual booking |
|
SDR Booked – Intro Call |
❌ No |
✅ Yes |
SDR individual meeting link |
|
SDR Handraiser – Intro Call |
❌ No |
❌ No |
Handraiser / contact-us form booking |
4. Shared Meeting Links
These are used to book SQL handoff calls between SDRs and their assigned AEs. The meeting type is automatically set to SDR Booked – SQL Handoff.
|
AE |
SDR |
Shared Link |
|
Julie Seidel |
Claire Celski |
https://info.varsitytutors.com/meetings/julie-seidel1/julie-sdr |
|
Julie Seidel |
Madison Rietsema |
https://info.varsitytutors.com/meetings/julie-seidel1/julie-seidel-sdr2 |
|
Julie Seidel |
Shyanne Estes |
https://info.varsitytutors.com/meetings/julie-seidel1/julie-seidel-sdr3 |
5. SDR Personal Intro Call Links
These links are used for early-stage discovery or casual calls and won’t trigger deal creation.
|
SDR |
Link |
|
Claire Celski |
|
|
Shyanne Estes |
|
|
Madison Rietsema |
6. SDR HandRaiser Intro Call Links
These links are used for inbound leads and won’t trigger deal creation.
|
SDR |
Link |
|
Claire Celski |
https://meetings.hubspot.com/claire-celski/claire-intro-call- |
|
Shyanne Estes |
|
|
Madison Rietsema |
https://meetings.hubspot.com/madison-rietsema/madisons-meeting- |
7. Meeting Booking Flow Summary
Visual Summary:
- Sequences and forms book Intro Calls
- Shared links and manual bookings generate SQL Handoff meetings
- Deal creation is conditional on company association & SQL Handoff meetings
- If no company: SDR notified → loop retries deal creation