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SDR Week 6 Pulse Check

Select your manager's email

Employee Email

Employee Name

Pulse Check Date

1. Reflection on Previous Feedback

What was the main feedback you received at the 3-week mark?

How did you go about addressing this feedback in the past month?

2. Self-Assessment

On a scale of 1–10, how would you rate your overall progress and performance this month? Why?

What specific areas do you feel you’ve improved in most significantly?

What areas do you still feel need development or support?

3. Current Feedback and Response

What new feedback have you received this month (if any)?

How are you working to address or incorporate that feedback into your day-to-day approach?

4. Performance Metrics Check-In

Number of outbound calls made:

Number of meetings booked:

Number of demo leads passed to AE:

Conversion rate from contact to meeting:

Any relevant performance benchmarks or comparisons:

5. Tool & Process Adoption

How comfortable are you with the tools you're using (e.g., CRM incl. hygiene, enrichment, etc.)?

Are there any tools or processes that are slowing you down or need clarification?

6. Collaboration & Culture

How would you describe your integration into the team so far?

Are you getting the support you need from your manager and peers?

Any blockers or challenges you'd like help with?

7. Looking Ahead

What goals are you setting for yourself over the next 30 days?

What support or resources do you need to achieve these goals?

8. Any Other Notes

Please share any other points in preparation for the 6-week pulse check