SDR / BDR — The setter
Dials, emails and opens conversations. Generates leads, books meetings, hands over a real opportunity.
Superpower: Thick skin, relentless energy, high rejection tolerance.
Cold calling on a Monday morning is not the same job as closing a seven-figure contract or keeping an enterprise account happy for five years. Choose the seat you sit in, the instinct you sell with and the framework you run — and the platform, the scripts and the AI change to suit the person in the chair.
Modern teams split the pipeline into specialists. Each seat gets its own day, its own queue and its own coaching.
Dials, emails and opens conversations. Generates leads, books meetings, hands over a real opportunity.
Superpower: Thick skin, relentless energy, high rejection tolerance.
Takes the booked meeting, runs discovery and demos, builds the quote, negotiates and signs.
Superpower: Persuasion, active listening, deal strategy.
Owns the relationship after signature. Keeps the customer happy, renews the contract, sells the next thing.
Superpower: Relationship building, problem-solving, empathy.
Drives adoption and outcomes so the renewal is already won before the date arrives.
Superpower: Empathy, proactive problem-solving, outcome tracking.
Joins the call when the deal needs deep product or technical proof, and shows the thing actually works.
Superpower: Translating complex technology into simple business value.
Sets targets, watches pace, coaches on logged calls, approves exceptions and unblocks deals.
Superpower: Pattern recognition and honest coaching.
Beyond job titles, sellers split on instinct. Both win — at different things.
Win new business and acquire new clients.
Grow and protect the accounts you already have.
Open new logos and keep the ones you have.
From the landmark Challenger Sale research. Every one of them can hit quota — each needs a different system around them.
Pushes back, teaches the buyer something new and takes control of the commercial conversation.
Strength: Statistically the top performer in complex, considered sales.
Trap: Can push a buyer who genuinely needed listening to first.
Up early, stays late, makes the calls nobody else will and wins on volume and grit.
Strength: Nothing in the queue goes untouched.
Trap: Activity without qualification — busy on deals that were never going to close.
Breaks the rules, ignores the process, and somehow still hits quota on instinct.
Strength: Raw selling ability and total self-direction.
Trap: Nothing is written down, so nobody can help — or forecast — the deal.
Friendly, generous with time, hates friction and wants the buyer to like them.
Strength: Buyers pick up the phone and tell them the truth.
Trap: Deals drift pleasantly for months without a decision.
Detail-obsessed, acts like a service agent, and never lets a client issue sit unfixed.
Strength: Retention and referrals — customers trust them completely.
Trap: Reacting all day leaves no time to create new pipeline.
Job titles describe who does the job. Frameworks dictate how. Here is each one, who created it, and when to reach for it.
Neil Rackham, founder of Huthwaite International
A twelve-year study of more than 35,000 sales calls — the largest ever run at the time.
Helps you: ask the right questions in the right order so the buyer convinces themselves, instead of you pitching at them.
Top performers do not pitch. They ask a specific kind of question in a precise order until the buyer talks themselves into the value of solving the problem.
The steps
The questions it makes you ask
Use it when: Considered purchases · The buyer has not admitted a problem yet · You want the buyer to sell themselves
Reach for something else when: Very short transactional sales · The buyer already has a spec and a deadline
Matthew Dixon and Brent Adamson, researchers at CEB (now Gartner)
A study of thousands of reps that found challengers outperform every other profile in complex sales.
Helps you: teach the buyer something new about their own business, so you stand out from every rep who just agrees with them.
Informed buyers do not need a rep who agrees with them. They need one who teaches them something new about their own business, tailors it to the executive who cares, and takes control of the money conversation.
The steps
The questions it makes you ask
Use it when: Complex, considered sales · Well-informed buyers · You have real market data
Reach for something else when: You have no genuine insight to teach · Pure relationship renewals
Dick Dunkel and Jack Napoli at Parametric Technology Corporation
Built inside PTC during a period of extreme growth, now the gold standard for enterprise software.
Helps you: work out early whether a big deal is actually real, so you don't spend months chasing one that was never going to close.
A rigorous checklist. If you cannot fill in every letter, you do not have a deal — you have a conversation.
The steps
The questions it makes you ask
Use it when: Enterprise deals · Many stakeholders · Long procurement cycles
Reach for something else when: Small transactional sales · Single-owner buyers
David Sandler, founder of Sandler Training
Developed in 1967 as a deliberate reversal of high-pressure closing.
Helps you: stop chasing people. You and the buyer agree upfront what each meeting is for, so nobody wastes the other's time.
Stop chasing. Act as a neutral advisor of equal stature, agree what each meeting is for before it starts, and disqualify bad prospects early so neither side wastes time.
The steps
The questions it makes you ask
Use it when: You are being used for free consulting · Long cycles with no commitment · Owner-led sales
Reach for something else when: Inbound buyers who are ready to sign today
Robert Miller and Stephen Heiman, Miller Heiman Group
Built for enterprise deals with dozens of stakeholders and internal politics.
Helps you: map out everyone who has a say in a big purchase, so you don't get blindsided by someone you never spoke to.
A large deal is not one buyer, it is four kinds of buyer. Map each one, know their win, and know who is coaching you through the politics.
The steps
The questions it makes you ask
Use it when: Six-figure deals · Committees · Political organisations
Reach for something else when: Single decision-maker · Low-value repeat orders
Keenan, CEO of A Sales Growth Company
A modern reaction to feature-led selling and happy-ears pipelines.
Helps you: show a buyer exactly what staying the same is costing them, so "maybe later" becomes "let's do this now".
Your job is not to talk about your product. It is to size the gap between where the customer is now and where they urgently need to be, and to quantify the cost of doing nothing.
The steps
The questions it makes you ask
Use it when: Deals stall on price · Buyers say the status quo is fine · You need business cases
Reach for something else when: Impulse and commodity purchases
Michael Bosworth
Created in the 1980s when technical products outgrew feature-based pitching.
Helps you: understand the buyer's actual problem before you talk about your product, so what you offer actually fits.
Behave like a business consultant. Diagnose the buyer's specific pain, then design a solution together — the buyer owns part of it, so they defend it internally.
The steps
The questions it makes you ask
Use it when: Technical products · Customised delivery · Sales engineers involved
Reach for something else when: High-volume transactional selling
Jill Konrath
Written for modern decision-makers drowning in information and meetings.
Helps you: get through to busy, distracted buyers by keeping things simple and tied to what they already care about.
Overloaded buyers make three decisions: let you in, decide to change, decide on resources. Every interaction must be effortless, indispensable, aligned with their objectives and tied to something urgent.
The steps
The questions it makes you ask
Use it when: Busy executives · Short attention windows · Crowded markets
Reach for something else when: Deep technical evaluations that need time
Brian Halligan, Dharmesh Shah and Mark Roberge at HubSpot
Built around digital buyer behaviour, where the buyer starts the journey without you.
Helps you: talk to people who are already interested, using what they've already shown you instead of a cold script.
Stop pushing. Find the buyers already active, connect with context about what they did, explore their goals, and advise on a solution shaped by that context.
The steps
The questions it makes you ask
Use it when: Content-led demand · Self-serve research · Warm inbound queues
Reach for something else when: Cold markets with no digital footprint
IBM
Developed in the 1960s — the oldest qualification matrix in corporate history.
Helps you: quickly tell whether someone can actually buy — do they have the money, the authority and a real need — before you invest time.
Four questions decide whether a lead is worth another hour. Some call it rigid; for high-volume qualification nothing beats it for speed.
The steps
The questions it makes you ask
Use it when: High-volume qualification · Short cycles · SDR queues
Reach for something else when: Complex committee deals where budget is created, not found
Winning by Design
A modern, recurring-revenue take on consultative qualification.
Situation, pain, impact, critical event, decision. Good for services and consultative sales.
Anchor the whole deal on a critical event with a date, so urgency comes from the buyer's calendar rather than your quarter end.
The steps
The questions it makes you ask
Use it when: Services and subscriptions · Consultative sales · Renewal-driven businesses
Reach for something else when: Nothing is time-bound — you will invent urgency
Straight answers on roles, instincts and methodologies.
A role describes who does the job — SDR, AE, account manager, sales engineer, manager. A framework describes how they do it: the questions they ask, the order they ask them in, and the checklist a deal has to pass before it can move forward.
Match it to deal complexity. BANT and SNAP suit fast, high-volume qualification. SPIN and Solution Selling suit consultative sales. MEDDIC and Miller Heiman Strategic Selling suit enterprise deals with committees. Challenger and GAP suit buyers who think their status quo is fine.
A hunter wins new business and thrives on the chase — prospecting, cold outreach and objection handling. A farmer grows and protects existing accounts through relationships, upsells and retention. Most teams need both, in different seats.
From The Challenger Sale research: the Challenger, the Hard Worker, the Lone Wolf, the Relationship Builder and the Reactive Problem Solver. The Challenger statistically outperforms in complex sales.
Yes. Each person picks their seat, their instinct and their personality, and the daily task list, call scripts, discovery questions, follow-up cadence and AI coaching all change to match — on top of the product or service they sell.
Pick your seat, your instinct and your personality once. Your day, your call scripts, your cadences and your AI coach all change to match.