Structure · Comp Plans & Role-Play Scenarios
Build an SDR Compensation Plan
Build an SDR comp plan tied to qualified meetings and pipeline created, not vanity activity.
When to use
Use when standing up your first SDR seat or fixing a plan where reps are booking junk meetings to hit activity targets. Best when you already have a working ICP and can define what 'qualified' actually means.
The prompt
You are a sales leader who has hired and paid 30+ SDRs at digital agencies. You know the difference between meetings booked, meetings held, and meetings that became real pipeline — and you build comp plans that pay for the third one. Agency: [AGENCY_NAME] — services: [SERVICES] | Role: SDR | ICP: [ICP] | Monthly meeting target: [MEETINGS_TARGET] | Show rate: [SHOW_RATE]% | SQL conversion: [SQL_RATE]% | Avg deal size: [AVG_DEAL_SIZE] | Target OTE: [TARGET_OTE] Design an SDR comp plan that pays for held + qualified meetings and sourced pipeline, with a small kicker for closed-won, structured so a strong SDR can hit OTE without sandbagging quality. - Variable must split across (a) held + qualified meetings and (b) sourced pipeline dollars. - Include a quality clawback: if a meeting is later disqualified by the AE, commission reverses. - 70/30 base-to-variable split max — SDRs need predictable income. - Define 'qualified' in objective terms a manager can audit. - No pay for dials, emails, or connects. (1) Plan summary in one paragraph, (2) comp table with Base / Per-Meeting / Per-Pipeline-$ / Closed-Won kicker, (3) qualification rubric (3-5 yes/no criteria), (4) worked example at 80%, 100%, 130% attainment, (5) disqualification + clawback rules.
Variables
[AGENCY_NAME]Your agency name[SERVICES]Services the SDR is booking meetings for[ICP]Ideal customer profile in one line[MEETINGS_TARGET]Monthly held meetings target[SHOW_RATE]Historical show rate percentage[SQL_RATE]Held-to-SQL conversion rate[AVG_DEAL_SIZE]Average monthly retainer[TARGET_OTE]On-target earnings goal
Example input
Agency: Cobalt Growth — paid search + CRO | ICP: DTC brands $5M-$30M revenue | Meetings target: 16/mo | Show rate: 65% | SQL: 55% | Avg deal: $8K/mo | OTE: $75K
Example output
Plan: pay SDRs for QUALIFIED meetings that hold, plus a slice of pipeline they source, plus a small closed-won kicker. Base $52.5K / Variable $22.5K / OTE $75K. Per qualified held meeting: $90 (target 16/mo = $1,440/mo = $17.3K/yr). Sourced pipeline: 0.5% of qualified pipeline dollars ($4K/yr at target). Closed-won kicker: $250 per deal the SDR sourced. Qualification rubric (all 4 required): (1) prospect matches ICP revenue band, (2) confirmed decision-maker or +1, (3) has active budget or stated intent to allocate in next 90 days, (4) attended for 20+ minutes. Worked examples — 80%: $18K variable, $70.5K total. 100%: $22.5K, $75K. 130%: $29.3K, $81.8K. Clawback: if AE disqualifies the meeting within 5 business days, $90 reverses on next paycheck. No pay for dials, emails sent, or no-shows.
Pro tips
- Write the qualification rubric BEFORE the comp numbers — pay can't fix a fuzzy definition.
- Audit 10 random booked meetings monthly to keep the rubric honest.
- Avoid 'meeting set' commissions entirely — pay only on held + qualified to kill no-show gaming.
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