SDR onboarding plan in Notion: what to include
Want the whole system? Module 10 of the SDR Programme Playbook has a 30/60/90 plan, certification and a career ladder, £29 + VAT.
A new SDR should know what good looks like on day one. A Notion page for each rep makes that easy to share and update.
What each rep page holds
- The 30/60/90 plan with three goals per phase.
- A first-week checklist: tools, logins, shadowing and product training.
- A weekly check-in table with calls, meetings and one thing to practise.
- A certification list: pitch, objections and handover.
30/60/90 at a glance
| Phase | Focus | Gate to move on |
|---|---|---|
| Days 1-30: learn | Product, customers, messaging, tools and compliance | Pass every certification module |
| Days 31-60: starter book | Live prospecting with weekly call reviews | 50% of quota and a first accepted opportunity |
| Days 61-90: full book | Full book and account plans for top accounts | 75% of quota |
| Month 4 | Standard operating rhythm | Full quota |
Average ramp is 3.0 months (Bridge Group 2025). The SDR ramp quota calculator turns the percentages into monthly numbers.
See inside
Move on by goals
Move a rep to the next phase when the goals are met, whatever the date. The ramp time guide has a ramped quota example.
Set pay during ramp
Agree the draw during ramp in writing before day one.
See the onboarding checklist.
Next step: get the free SDR 30/60/90 plan.
Questions
What should an SDR onboarding plan include?
A 30/60/90 plan, a first-week checklist, weekly check-ins and a certification list.
Can I run onboarding in Notion?
Yes. One page per rep works on the free plan.
When does an SDR move to the next phase?
When the phase goals are met, not on a fixed date.
Also: SDR first week plan.
Related guides
SDR onboarding checklist
What to set up, teach and check in a new rep's first 90 days.
SDR and BDR ramp time
A 30/60/90-day plan, ramped quotas and a certification checklist.
SDR draw during ramp
Recoverable and non-recoverable draws compared on one rep.
Turn this into a programme you can run
Module 10 has a 30/60/90 plan, certification and a career ladder. £29, one payment, plus VAT for UK and EU buyers.
Treat benchmarks as starting points. Tune them to your market, deal size and sales cycle. Every figure shows its source and year.