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TDF - SDR TRANSFER FORM

Call prospects in your CRM funnel with red dots to the left before the launch column and use the script below when you get someone on the phone - otherwise just leave a voicemail using your dedicated script(s).

Sales Development Representative
Client Service Requested
State
Assigned Agent

Good morning, so glad I grabbed you! Can I speak to ________ please?


(response)


My name is ________, from My Way and I hate to bug, so I really appreciate you picking up my call. Do you have just 2 more minutes for me, or is now a bad time?


(response)


Okay, no worries then! I'm just reaching out to confirm your introduction/onboarding meeting with our team this week. When are you available for a 15-20 minute call?

Proposed Meeting Time
Time
HoursMinutes

SDR Transfer + Commission Payouts

SDRs are paid $4 for each verified prospect transfer + 10% of AM commission once a transfer is closed. See the common example payouts below as a reference...


  • AM closes a $250 transfer for $40 return ($4 transfer + $4 client commission payout per transfer)

  • AM closes a $1,000 transfer for $250 return ($4 transfer + $25 client commission payout per transfer)

  • AM closes a $5,000 transfer for $1,000 return ($4 transfer + $100 client commission payout per transfer)

  • AM closes a $20,000 transfer for $5,000 return ($4 transfer + $500 client commission payout per transfer)


Promotions to Senior SDR position available with 10 successfully verified transfers to an AM, or at least 5 closed transfers.

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