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Enablement & Leadership Open source · MIT v1.0.0

SDR onboarding plan Claude skill

Use this before a new SDR starts. A structured first month is the difference between first meetings in week three and in week eight.

  • 6-step play
  • 3 guardrails
  • 2 files
  • Human approval built in

Use it when you hire SDRs or BDRs and need them productive fast.

Then just ask your agent

“Build a 90-day onboarding plan for 3 new SDRs selling to HR leaders.”

Watch it work

One request in, expert work out

What happens when you ask your agent with this skill installed. Every step below comes straight from the skill.

Your agentApproval on
You

Build a 90-day onboarding plan for 3 new SDRs selling to HR leaders.

Loaded skill sdr-onboarding-plan
  1. Structure the first 90 days
  2. Teach the buyer before the product
  3. Certify, don't assume
  4. Ramp the targets
  5. Coach on a cadence
Week-by-week plan · Certification gates · Ramp targets

Ready for your review. Nothing is sent or changed until you approve.

  • 6Steps in the play
  • 3Guardrails
  • 2Files in the skill
  • 3 minTo read it all

What good looks like

  • The new rep books a first meeting within the first four weeks.
  • Certifications use real scenarios, not slide quizzes.
  • The plan is a living document with owners for each session.

What you bring

  • Product
  • ICP and personas
  • Sales process and tools
  • Targets

What you get

  • Week-by-week plan
  • Certification gates
  • Ramp targets
  • Coaching cadence
Raw
name:sdr-onboarding-plan description:Use this skill when you hire SDRs or BDRs and need them productive fast: "30-60-90 day plan for a new SDR", "SDR onboarding program", "ramp plan for new reps", "how to train new BDRs".…

Use this before a new SDR starts. A structured first month is the difference between first meetings in week three and in week eight.

Inputs

  • Product, ICP, personas and the main plays.
  • Sales process, stages and the tools reps use.
  • Full-ramp targets (meetings per month) and who coaches.

The play

1. Structure the first 90 days

Read references/onboarding-plan.md for the week-by-week plan. The shape:

PhaseWeeksFocusGate
Learn1-2ICP, personas, product, process, toolsCertification: ICP and pitch
Practice2-3Messaging, calls, role-plays, shadowingCertification: role-play pass
Ramp3-8Live outreach with rising targets and daily reviewRamp targets met
Own9-13Full targets, own campaigns, peer coachingFull quota

2. Teach the buyer before the product

Reps who understand the customer’s day, problems and language write better first lines than reps who memorised features.

3. Certify, don’t assume

Short, real tests: pitch the value proposition in 30 seconds, write three first emails that pass review, handle five common objections in a role-play, qualify a mock discovery call.

4. Ramp the targets

Typical ramp for meetings: month 1, 25-35% of full target; month 2, 60-70%; month 3, 100%. Activity starts lower and leans on quality: fewer, better-researched touches.

5. Coach on a cadence

Daily 15-minute check-ins for the first four weeks, weekly call or email reviews, and a 30/60/90 review with the manager. Pair each new rep with a buddy who is hitting target.

6. Watch the early-warning signals

Not certifying by week 3, low activity quality (emails failing review), avoiding calls, no positive replies by week 5. Act early with extra practice rather than waiting for the month-3 number.

What good looks like

  • The new rep books a first meeting within the first four weeks.
  • Certifications use real scenarios, not slide quizzes.
  • The plan is a living document with owners for each session.
  • The common mistake is two weeks of product slides, then a full activity target from week three.

Rules

  • MUST include certification gates before live outreach.
  • MUST set ramped targets, not full targets, for the first two months.
  • NEVER let new reps send unreviewed outreach in their first two weeks live.

Example prompts

  • "Build a 90-day onboarding plan for 3 new SDRs selling to HR leaders."
  • "Write the certification tests for new BDRs."
  • "Our reps take 5 months to ramp. Fix our onboarding."
Try it

Ask your agent like this

Once the skill is installed, plain requests like these load it automatically. Swap in your own company, buyer and numbers.

  • “Build a 90-day onboarding plan for 3 new SDRs selling to HR leaders.”

  • “Write the certification tests for new BDRs.”

  • “Our reps take 5 months to ramp. Fix our onboarding.”

FAQ

SDR onboarding plan skill: your questions

What it does, how to install it and how it keeps you in control.

Rather have it done for you? Book a short demo and see Penny run this play on your own market.
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What does the SDR onboarding plan skill do?

Use this before a new SDR starts. A structured first month is the difference between first meetings in week three and in week eight. You get: week-by-week plan, certification gates, ramp targets, coaching cadence.

When should I use the sdr onboarding plan skill?

Use it when you hire SDRs or BDRs and need them productive fast.

How do I install SDR onboarding plan in Claude Code?

Run /plugin marketplace add prosyo-ai/gtm-skill and then /plugin install gtm-skills@prosyo to add the whole library, or run npx skills add prosyo-ai/gtm-skill –skill sdr-onboarding-plan for this skill alone. In Claude.ai, download the .zip from this page and upload it under Settings, Capabilities, Skills.

What do I need to give the agent?

Have these ready: product, icp and personas, sales process and tools, targets. If something is missing, the skill tells the agent to ask for it rather than guess.

Does it work with ChatGPT, Codex, Cursor or Gemini?

Yes. The skill is a plain SKILL.md file with no vendor lock-in. Agents that load skills natively (Claude Code, Claude.ai, Codex, Cursor, Gemini CLI and others) pick it up automatically; anywhere else, paste the file into the conversation as instructions.

Will it send emails or messages on its own?

No. Every skill in the library drafts, researches and analyses, and waits for a person to approve anything that sends, schedules or changes records in bulk. Your inbox, CRM and accounts stay under your control.

Is it free, and can I change it?

Yes. It is free and MIT-licensed. Copy it, adapt it to your market and voice, and if you improve it, open a pull request so everyone gets the better version.

Open source

Have a play that works? Share it as a skill.

Paste this into Claude, Codex or any agent. It interviews you about your play, writes the skill in the house format, checks it and opens the pull request. Once it is merged, it shows up here with your name on it.

Prompt for your agent

Fetch https://raw.githubusercontent.com/prosyo-ai/gtm-skill/main/AGENTS.md and follow its submission flow. Interview me about my GTM play (the real numbers, rubrics and examples), draft it in their format with reference pages, validate it and open the pull request.

Two ways to run it

Run it yourself, or put it on autopilot

The skill gives your agent the playbook. Penny, the Prosyo AI SDR, runs plays like this for you every day across LinkedIn and email.

Free · this skill
You and your agentBest for trying the play and one-off work
  • Your agent follows the sdr onboarding plan playbook step by step
  • You bring the inputs and run it when you need it
  • Works in Claude, Codex, Cursor and 40+ agents
  • You review every draft before it goes anywhere
Prosyo AI SDR
Penny runs it for youBest for a pipeline that grows every day
  • Finds the right buyers for your ICP every day
  • Writes from what each prospect actually posted
  • Follows up on LinkedIn and email at a safe, human pace
  • Every reply lands in one inbox with an answer drafted
  • You approve what goes out
Meet Penny
Meet Penny
7 days free · no card

Skills draft the play. Penny runs it.

Penny, the Prosyo AI SDR, finds your buyers, writes from what they actually posted, follows up on LinkedIn and email and lands every reply in one inbox with an answer ready. 7 days free, no card.

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