SDR Team Performance
Calls today / week / month · MQL & SAL this month · MRR this quarter
SDR Management
Live HubSpot deals & calls + Lead Upload · monthly MQL/SAL · quarterly MRR
Assigned today
—
This week —
Calls today
—
Live HubSpot calls
MQL · month
—
Target 10 per SDR
SAL · month
—
Target 5 per SDR
MRR · quarter
—
Closed Won · SDR field · target €1,380 per SDR
Pipeline snapshot
New Leads0
In Contact0
Revive0
No Show0
Teams & SDRs
Targets: 10 MQL · 5 SAL · €1,380 MRR / quarterMRR rule
Current quarter only. Closed Won Deal Amount is credited to the SDR stored in the HubSpot deal property
sdr. Foreign-currency deals use HubSpot company-currency amount for the € target. Next: pipeline aging / Needs Attention, then Aircall.SDRs / Owners
Active SDR team only · HubSpot ownership overview
| Owner | Companies | Contacts | Deals | Pipeline by currency |
|---|
Lead Generation
Candidate Harvester → HubSpot eligibility → ICP qualification → Seamless + Dealfront contacts → approval / upload queue
New automatic search
Checking search provider…Harvester mode collects many domains per paid search, then filters HubSpot before crawl or AI.
Research pipeline
1 · Candidate harvest
Each paid search targets directories, member lists and exhibitor/dealer lists to harvest many domains at once
2 · HubSpot prefilter
Company and all associated deals are checked before crawl or AI
3 · Direct crawl + broad-fit AI
Cleaning/facility operators no longer need machine-fleet proof; dealers qualify when they independently sell/service professional cleaning equipment; one brand is enough
4 · Cost control
Every run reports candidates per web call and cost per qualified lead
A company is approved when no Company exists, or the Company has no deal. Existing deals block the lead unless all deals are Closed Lost, New Leads or Revive/No-Show and inactive for more than 60 days. Special case: an inactive old New Leads deal is reused/merged into one canonical deal and reassigned to the selected SDR instead of creating a duplicate. The same rule is rechecked before upload.
AI budget€200
Estimated spend€0
Web search calls0
Budget used0%
Found0
Qualified0
Duplicates0
Review / Rejected0
Skipped before AI0
Websites crawled0
Harvested / web call—
Batch AI companies0
Harvest passes0
Web calls this run0
Research Memory
Domains remembered0
Fresh skips0
Source pages remembered0
Fresh source skips0
Qualified Lead Pool
Choose the pool/run here. The Approval Queue below follows this selection automatically.
Loading qualified lead pool…
Research History
Open an older run without losing newer results| Run | Date | Countries | Found | Qualified | Review | Rejected |
|---|
Research Queue
No research run yet| Status | Company | Country | Employees | Score | Website | HubSpot | Team | Reason |
|---|---|---|---|---|---|---|---|---|
| Start a research run to discover companies. | ||||||||
Approval Queue
Qualified leads can be enriched and approved here.
Contact search is free in Seamless + Dealfront; deep verified details may consume provider credits.
| Approval | Company | HubSpot / Deal history | Contacts | Top contact | Title | Phone | Actions | |
|---|---|---|---|---|---|---|---|---|
| Run research first, then enrich qualified leads. | ||||||||
Qualified Lead Pool
All qualified companies across every research run · bulk check, manual rejection and upload staging
Qualified companies remain here across all runs.
| Status | Company | Country | Lane | Run | Website | Team | Check / reason | Action | |
|---|---|---|---|---|---|---|---|---|---|
| Loading qualified lead pool… | |||||||||
Research Memory
Full domain history. The Lead Generation overview only shows memory totals.
Domains remembered0
Fresh skips0
Source pages remembered0
Fresh source skips0
| Status | Company | Domain | Country | Score | Next recheck | Reason |
|---|---|---|---|---|---|---|
| Memory will grow automatically as research runs. | ||||||
ICP & Source Manager
Change qualification rules and research sources without changing code
ICP Profile
Research Sources
You decide which specialist sites the agent may use.
Configured Sources
| Active | Name | Type | URL | Countries | Instructions |
|---|
Lead Upload & Assignment
Manual review before anything is pushed to HubSpot
Ready for Upload · Manual Review
Review every domain before the manual HubSpot pushHubSpot destination: resolving…
Nothing is uploaded automatically. Choose the domains; SDR assignment can be automatic by regional round robin. Final HubSpot Check assigns any unassigned lead before the manual push.
Selected
0 companies
Selected domains
—
| Status | Company | Domain | Country | Lane | Score | Team | SDR | Contact | Source | Check / Reason | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No leads queued yet. | |||||||||||||
Companies
Search the locally synced HubSpot company database
| Company | Domain | Country | Employees | Owner | Lifecycle |
|---|
Integrations
Connection health for the SDR data stack
Sync History
Most recent synchronization runs
| ID | Provider | Entity | Status | Seen | Upserted | Finished |
|---|
Call Intelligence
Aircall → Gesprächsklassifizierung → ICP-Funnel → Playbook-Score → Coaching & Trends.
Auswertung
Zeitraum und SDR auswählen. ICP-/Qualitätskennzahlen basieren auf ausgewerteten Gesprächen; alle Calls werden unabhängig davon getrackt.
4-Wochen Initialanalyse
Einmaliger Bootstrap der letzten 4 Wochen. Danach verarbeitet das System automatisch nur neue Tagescalls. Standardmäßig werden nur Gespräche ab 60 Sekunden kostenpflichtig transkribiert.
Vor dem Start „Kosten prüfen“ klicken.
Noch kein 4-Wochen-Lauf gestartet.
Hard Budget und Mindestdauer kommen aus der .env. Bereits vorhandene Transkripte/Scores werden wiederverwendet. Leere/stumme Aufnahmen werden übersprungen statt den Job zu stoppen. Nach dem Bootstrap werden neue Tagescalls automatisch alle 15 Minuten analysiert.
Aircall calls stored
0
Transcripts
0
Calls scored
0
Average score
—
Best — · Worst —
Recent Aircall calls
Calls with a recording can be transcribed and scored. Very short calls are skipped.| Time | SDR | Direction | Duration | Transcript | Score | |
|---|---|---|---|---|---|---|
| No Aircall calls received yet. | ||||||
Scoring profile
Aircall SDR mapping & sync
Rate-limit-safe mode: sync one SDR at a time. Start with Today, then backfill 7 days if needed. Progress is saved after each completed day; Resume continues after a rate-limit interruption. Webhooks remain the preferred ongoing feed.
Sync users first, then choose an SDR below.
| SDR | HubSpot email | Aircall | Match | Calls | Transcripts | Scored | Last call | Backfill | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Sync Aircall users to create mappings. | |||||||||
Ausgewählter Call
Playbook-basiertes Coaching für ein echtes Gespräch
Wähle einen bewerteten Call oder klicke „Transkribieren + bewerten“.
Coach-Basis
Basis: Alex Playbook v1.0 plus die Muster aus #sdr-coach. FM/Cleaning und Händler werden getrennt bewertet. Zusätzlich werden ICP/Non-ICP, Right Person, Gesprächsqualität, wiederkehrende Coaching-Muster, Audio-/Datenprobleme und Trends berücksichtigt.
Employee Access
Create users, roles, teams and HubSpot owner mappings
| Name | Role | Team | HubSpot owner | Status | Last login | Actions |
|---|