Knowledge Base
  • 00–09 System
    • 00 Index
      • 00.00 Index
    • 01 Johnny Decimal
    • 02 Inbox
      • Realtor Workflow
        • Business Development Representative
        • Account Executive
        • Realtor Relationship Manager
      • Hubspot | Onboarding BDR
      • Mermaid Test
      • Real Estate Agent Fact Sheet
      • Video Test
  • 10–19 Company
    • 11 Roles
      • 11.01 Executive Assistant
      • 11.02 BDR - Realtor
    • 12 Stack
      • 12.00 [To Do]
      • 12.01 Hubspot
      • 12.02 Google Workspace
      • 12.03 OpenPhone
        • Accessing OpenPhone
    • 13 Athena
      • 13.01 Leads
      • 13.02 Lead Profile
    • 14 Hermes
      • 14.01 Daily Lead Bot
      • 14.03 Lending Monthly Reports
      • 14.07 Consolidated Financial Reporting
      • 14.08 Daily Lending Pulse
      • 14.09 Tool | Attio | Create or Update Lead Record
    • 15 Demeter
    • 16 Hephaestus
      • 16.01 Hard Money Lead Filters
    • 17 Plutus
    • 19-Processing Layer
      • Jobs
        • 19.01 Update Lead Sales Ledger
  • 20–29 Playbooks
    • 24 Sales Playbooks
      • 24.01 BDR Playbooks Overview
      • 24.02 BDR Lead Generation
      • 24.03 BDR Lead Qualification
      • 24.04 BDR Client Engagement
      • 24.05 BDR Handoff to Account Executive
      • 24.06 BDR Performance Tracking and Optimization
      • 24.07 BDR FAQs and Troubleshooting
    • 27 Operations Playbooks
      • 27.01 Handling Physical Mail
        • Accessing the Mail Scanning Service
        • Processing Checks
        • Handling Government Letters
        • Handling General Correspondence
  • 30–39 Legal
    • 31 Corporate
      • 31.01 Structure Chart
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  1. 20–29 Playbooks

24 Sales Playbooks

24.01 BDR Playbooks Overview24.02 BDR Lead Generation24.03 BDR Lead Qualification24.04 BDR Client Engagement24.05 BDR Handoff to Account Executive24.06 BDR Performance Tracking and Optimization24.07 BDR FAQs and Troubleshooting