SDR Onboarding Guide

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Gable · Sales Development · 2026

Welcome to the SDR Team
@ Gable.

Everything you need to hit the ground running — your tools, your targets, and how we win.

40 meetings / quarter 18 opps / quarter 750+ calls / week 200+ prospects / week 2.5h dial time / day
Getting Started

Your Tech Stack

These are the tools you'll use every day. Learn them well.

🗂️

HubSpot

CRM

Your single source of truth. All prospect, account, and activity data lives here.

  • Tracking leads, accounts, and their properties
  • Auto-logging calls, emails, and meetings
  • Creating SQLs and managing pipeline stages
  • Reporting and performance dashboards
▶ HubSpot Sales Academy
🎯

LinkedIn Sales Navigator

Research

Identify and research ICP accounts and buyers. SDRs engage when prospects respond — LinkedIn campaigns are managed by HeyReach.

  • Identifying ICP accounts and contacts
  • Researching prospects before outreach
  • Monitoring job changes and activity
  • Responding to inbound LinkedIn replies
▶ Sales Navigator Course
🔍

Apollo

Prospecting

Contact data, enrichment, and outbound tools to help SDRs find and engage prospects.

  • Finding new prospects and accounts
  • Accessing verified contact information
  • Building outbound lists
  • Running email sequences when applicable
  • Pushing contacts to HubSpot via extension
▶ Apollo Demo
📞

FullEnrich

Data

Enriches contact records with accurate phone numbers so more of your dials connect.

  • Enriching leads and contacts with phone numbers
  • Improving call connect rates
  • Supporting outbound calling and follow-ups
  • Reducing manual research and data gaps
▶ Overview
📲

Nooks

Primary Calling

Your primary outbound calling tool. Cold calling is the #1 meeting driver — this is where you live.

  • Power dial through your call list at scale
  • Auto-log calls and summaries to HubSpot
  • Practice scripts and talk tracks
⚡ Your manager is hands-on in Nooks — available for live coaching during daily call blocks.
📧

Google Workspace

Comms

Day-to-day collaboration — Gmail, Calendar, Docs, Sheets, Slides, Meet, and Drive.

  • Email and calendar scheduling
  • Shared documents and playbooks
  • Reporting and tracking sheets
  • Internal presentations
Update your Gable Gmail signature — copy German's format, replacing with your name and title. Also: label your inbox. It keeps you organized and fast.
💬

Slack

Comms

Primary internal communication. Organize your channels into groups — it keeps you fast and effective.

  • Team and company communication
  • Asking questions and sharing updates
  • Announcements, alerts, and wins
  • Cross-functional collaboration
🔇 Mute #booking-status. It will ping until the end of time.

ClickUp

Tasks

Organize tasks, projects, and internal workflows across teams.

  • Tracking internal tasks and requests
  • Staying aligned on priorities
  • Viewing deadlines and ownership
  • Accessing sales materials and setup guides
▶ ClickUp University
🎥

Loom

Async Video

Video platform used across onboarding and training. Most resource links in this guide — tool walkthroughs, prospecting tutorials, and RevOps guides — are hosted here.

  • Watching tool setup walkthroughs and training videos
  • Accessing RevOps-recorded process guides
  • Reviewing onboarding resources at your own pace
▶ Open Loom
🏢

JustWorks

HRIS

HR platform for payroll, benefits, and employee information.

  • Viewing pay and benefits
  • Updating personal information
  • Accessing HR documents
  • Time off and compliance items
▶ Navigating JustWorks
💳

Mesh

Expenses

Company expense management. Primarily used monthly for LinkedIn Sales Navigator subscriptions.

  • Submitting expense reports
  • Managing company cards if applicable
  • Tracking reimbursement status
  • Expense cards granted by your manager — confirm timing during onboarding
📋 For the full expense request and card creation process, refer to the Employee Handbook.
▶ Using Mesh
🛠️

Retool

RevOps-Owned

RevOps-managed internal tool. SDRs do not interact with Retool directly for now — this may change as the team scales.

  • SDRs do not build or manage Retool directly
  • No action required during ramp

Instantly

RevOps-Owned

Automated outbound email for net new prospecting and follow-up sequences.

  • SDRs do not build or manage sequences
  • SDRs personalize replies and handle live responses
▶ Connecting Instantly
💼

HeyReach

RevOps-Owned

Manages LinkedIn outreach campaigns at scale. Madeline Frank runs campaigns on your behalf — you are not hands-on.

  • Running LinkedIn connection campaigns
  • Managing automated multi-step sequences
  • Warming net new accounts
  • You engage with responses directly in LinkedIn
▶ HeyReach Setup Tutorial
Getting Started · 1 of 4
Slack

Channels to Join

You’ll be added to most of these automatically when you first boot up Slack. On day one, run through the list and make sure you’re in all of them — join anything you’re missing, and ping your manager if a locked one is holding you up. Organize your sidebar into groups — it keeps you fast.

General
  • business
  • customer-feedback
  • customer-support
  • employee-experience
  • engineering-releases
  • coffee-chats
  • general
  • marketing
  • random
  • shoutouts
  • urgent
Help
  • ps-sales-efforts
  • sales-support
Sales
  • sales_team
  • sales-and-marketing
  • sales-n8n-alerts
  • sales-ops
Sales Development
  • instantly_email_reply
  • sales-sdrs
Wins 🏆
  • sql_wins
  • wins
👤
Set Up Your Slack Profile

Update your profile with your full name and full role — not just your department. When you communicate in channels, reply in threads rather than posting a new message. It keeps notifications clean and conversations easy to follow.

💡
Pro Tip

Post every HubSpot-logged SQL to #sql_wins

📬
Pro Tip

Label your Gmail inbox the same way you organize Slack — it keeps you on top of pressing messages.

Getting Started · 2 of 4
Getting Started

Your First Week

Day by day, here's what to focus on in week one. Get set up, meet your team, and start building habits that will carry you through ramp.

⚠️
Benefits Enrollment — Act on Day 1

All benefits are managed through JustWorks. You have a limited window from your start date to enroll — miss it and you wait until the next open enrollment period. Log in on Day 1 and complete enrollment. Confirm the exact deadline with your manager today.

Day 1 — Setup & Orientation

  • Set up HubSpot, Apollo, Nooks, LinkedIn Sales Navigator, and FullEnrich
  • Join all required Slack channels (see Slack Channels page)
  • Enroll in benefits via JustWorks
  • Set up Mesh for expenses
  • Meet with your manager for a day-1 sync
  • Review this onboarding guide end to end
  • Set up your Gmail signature

Day 2 — Product & Process

  • Watch all product demo videos (Products & Resources page)
  • Review the Cold Calling page and listen to at least 2 call recording examples
  • Review HubSpot Processes and understand the SQL logging workflow
  • Shadow a live call block with a teammate if available — ask your manager to set this up
  • Set up your Gable demo account — instructions are on the next page

Day 3 — Prospecting & People

  • Start building your first prospect list in Apollo / LinkedIn Sales Navigator
  • Understand your book of business in HubSpot
  • Add first 25+ prospects to sequences
  • Review battle cards and the competitor landscape
  • Post an intro in #random on Slack
  • Reach out to at least 3 teammates to schedule informal intros — put faces to names early

Day 4 — Go Deeper

  • Re-read the Cold Calling page and listen to 2–3 more call recordings
  • Draft your own cold call script and voicemail — build them from the call structure, recordings, and discovery questions
  • Role-play your script with German — pressure-test it before your first call block tomorrow
  • Shadow another live call block if you haven't already
  • Continue building and refining your prospect list — quality over quantity
  • Review the email and objection handling pages — you'll need both tomorrow
  • Connect on LinkedIn with everyone on the Go-To-Market team (see Meet the Team)

Day 5 — First Calls & Review

  • Begin your first call block in Nooks — aim for 1h+ dial time
  • Focus on getting comfortable with the opener and call structure before optimizing
  • Log notes after every connected call
  • 1:1 with manager — share what's working, what's unclear, and what you need
  • Review week 1 activity numbers in HubSpot
  • Identify your top 3 focus areas going into week 2
💡
Don't try to be perfect in week one.

The goal is to build familiarity with the tools, process, and cadence. Ask questions early and often — your manager and teammates expect it.

When You’re Stuck — Who to Ask

Asking fast beats struggling quietly. Default rule: when in doubt, ask German.

Quota, comp, coaching, time off — or you’re just not sureGerman
Anything systems or RevOps driven — tool access, sequences, HubSpot / Apollo / Instantly issues, automation alertsMaddie Frank
Shadowing a demo, AE handoff questionsErik or Mario
Benefits & payrollJustWorks + Handbook
Getting Started · 3 of 4
Getting Started

Your Gable Demo Account 🖥

Every new hire sets up a personal demo account to experience Gable as a customer would — essential for product knowledge and live demos.

Step 1 — Create the Account

  1. Go to gable.to and click Sign up
  2. Use this email format — same username as your Gable email, just on the @trygable.com domain:
    [yourname]@trygable.com jane@gable.to → jane@trygable.com
  3. Create a password
  4. Complete the onboarding flow — profile photo, phone number, and any required setup steps

Step 2 — Request Email Verification

Post this in #customer-support on Slack once the account is created:

Hey @devs can you please verify the email for [your@trygable.com]?

Make sure the @devs tag is active. Once they confirm, your account is live and ready to explore.

💡
Need help?

If you run into any issues during setup, reach out to Madeline Frank directly.

Getting Started · 4 of 4
Your Role

Expectations

Your responsibility is to create pipeline through disciplined prospecting, cold calling, and thoughtful follow-up. You are accountable for conversations, meetings booked and held, and strong handoffs to AEs.

Core Focus Areas

  • Net new outbound prospecting outside of HubSpot signal-based accounts
  • Actioning HubSpot signal-based flagged accounts and contacts
  • Cold calling as your primary channel
  • Fast, high-quality follow-up on email and LinkedIn responses

Success Metrics

SDRs are measured on:

  • Meetings booked and held
  • Opportunities created by AEs
  • Call activity, follow-up consistency and speed

From Cold Call to Commission — How the Funnel Works

Stage 1
Meeting Booked
You

You book it on a cold call and mark the outcome “Meeting Booked” in Nooks.

Stage 2
SQL Logged
Automation

The SQL and deal are created automatically. You verify the deal owner and enrich the notes.

Stage 3
Meeting Held 💰
You + AE

The prospect attends the AE call — this pays half your commission. No-shows are yours to reengage.

Stage 4
Opp Created 💰
AE

The AE opens the opportunity after a qualified meeting — the other half of your commission.

Full detail on the Compensation and HubSpot Processes pages.

SDR Mindset

  • Automation supports you — it does not replace you
  • Live conversations are the priority
  • Follow-up creates leverage
  • Discipline beats intensity
Activity without quality is noise.
Your Role · 1 of 7
Your Role

Culture & Values

Hard days exist at Gable. Boring ones do not. Here's what we stand for — and what you're expected to bring.

01
Customer Obsession

Every decision considers the impact on our customers. We walk in their shoes, prioritize their success, and measure ours by theirs.

02
Bias for Action

Speed over perfection. We act, learn, and adjust. Waiting for all the answers is not an option — movement drives progress.

03
Extreme Ownership

Own the outcome, not just the task. We see things through from start to finish and hold ourselves accountable for what we commit to.

04
Be Worthy of Trust

Transparency is the foundation. Do what you say you'll do. Trust is built through consistency — with your teammates and with customers.

05
Radical Candor

Direct, constructive, and kind. We give feedback to help each other grow — and we receive it without ego. Speak up; silence doesn't serve anyone.

06
Collaboration for the Greater Good

No silos, no egos. Everyone's ideas matter. When one of us wins, we all win — we build and celebrate together.

07
Grit for the Greater Good

We push through setbacks with determination and purpose. Our drive isn't just personal — it's fueled by the belief that what we're building matters.

08
Continuous Learning & Growth

We're curious, we experiment, and we never stop improving. Every challenge is a chance to grow — individually and as a company.

Your Role · 2 of 7
Your Role

Compensation & Commission

Your commission is earned quarterly across two independent components. No cap — every opp and meeting earns at the same per-unit rate, regardless of where you land on attainment.

📅 Accurate as of Q2 2026

Commission Split

50%
Meetings held
half your commission
50%
Opps created
half your commission
No cap
Per-unit earnings
every unit counts

Component 1 — Meetings Held (50%)

  • Quarterly goal: 40 outbound meetings held
  • Rate: see your individual comp plan — commission is earned per meeting with no cap
  • Only outbound-sourced meetings count — inbound and marketing-sourced meetings are excluded
  • A meeting is credited when the prospect attends the scheduled discovery or demo call

Component 2 — Opportunities Created (50%)

  • Quarterly goal: 18 outbound opps created
  • Rate: see your individual comp plan — commission is earned per opp with no cap
  • Only outbound SQLs count — inbound and marketing-sourced activities are excluded
  • An opp is credited when created by the AE and logged in HubSpot

How It Scales

Attainment Meetings Opps Result
Below Target (75%) ~30 ~14 ~75% of OTE
At Target (100%) 40 18 Full OTE
Above Target (125%) ~50 ~23 ~125% of OTE

Refer to your signed comp plan for exact dollar amounts and rates.

Important Notes

  • Components are paid independently — overperformance in one does not offset underperformance in the other
  • All attainment is tracked and reported quarterly
  • All qualified opps and held meetings must be accurately logged in HubSpot at time of payout calculation
  • Commission is paid out quarterly — confirm exact timing with your manager after your first quarter
Your Role · 3 of 7
Performance

KPIs & Metrics

These are the numbers that define your impact over time. Know them. Own them. Metrics are guardrails, not ceilings.

📅 Accurate as of Q2 2026

Outcome-Based Quotas

40
Meetings / quarter
booked & held
~14
Meetings / month
50% of commission
18
Opps / quarter
opened by AEs
6
Opps / month
50% of commission

Weekly Activity Targets

750+
Calls per week
150+ per day
200+
New prospects / week
40 per day avg
2.5h
Dial time / day
in Nooks

Calling Standards

  • 750+ calls weekly — 150+ per day
  • Double dial if low on tasks — switch numbers between attempts and vary the time of day you're calling (start of day, end of day, midday) to catch people at different moments
  • Power dial (1 line) is preferred — it reduces the delay when connecting through Nooks and makes for a less awkward experience for the prospect
  • Log clear notes in Nooks after every connected call — auto-summaries exist, but add relevant context at the top
  • Verify call outcomes are recorded accurately — most are auto-filled, double-check the results

Prospecting Standards

  • 200+ new prospects added to sequences per week — 40 per day average
  • Healthy mix of new accounts and new contacts at existing accounts
  • Prospects spread across multiple accounts — avoid overloading a single account
  • Validate company size, role relevance, and ICP fit before adding anyone
  • Source from HubSpot dashboards and net new via personal research
  • When a new targeted list drops, work it fast, then get back to your normal flow

Meetings — No-Show Protocol

  • If a prospect no-shows, it falls to you to reengage — unless you have prior discussion with the AE
  • Overcommunicate with the AE to make sure meetings sit
  • These are the warmest leads in your book — they already spoke to us and expressed interest. Be professionally persistent in getting them back on an AE's calendar. A no-show is not a no.

Inbox Management

  • Actively manage Gmail and LinkedIn inboxes throughout the entire day
  • Speed of response is a leading indicator — treat it as a metric

Leading vs. Lagging Indicators

📈 Leading Indicators
📊 Lagging Indicators
Accounts researched
Meetings held
Prospects added to sequences
Opportunities created
Calls made
Pipeline generated
Inbox response speed / follow-up completion
Conversion rates
Meetings booked
Revenue influenced

Leading indicators are what you control daily.

Performance Review Criteria

  • Daily consistency
  • Weekly trendlines
  • Quality of execution, month-over-month
  • Conversion from activity to outcomes, over time
Your Role · 4 of 7
Rules of Engagement

Account Ownership

Ownership is earned through activity.

1

Establishing Ownership

Ownership is established when a rep claims an account and initiates outbound activity. It is maintained for 30 days from the most recent outbound touch.

2

Activity Requirement

Reps must actively engage claimed accounts through meaningful outbound efforts — calls, personalized emails, LinkedIn outreach. No activity for 30 days = inactive.

3

Inactive Accounts

Do not reassign without communication. Interested reps must contact the current owner first. Ownership transfers only upon agreement or when confirmed the account is no longer being worked.

4

Meeting Attribution

If a meeting is booked on an account with active ownership, credit goes to the original owning rep. The booking rep must transfer all relevant context.

5

Guiding Principle

Given our large TAM and lean team, prioritize coverage, communication, and respect for ownership over competition for accounts.

Your Role · 5 of 7
Workflow

Day in the Life

Your day is built around consistent outbound activity and pipeline creation. Start in HubSpot, then work through calls, email, LinkedIn, and prospecting.

📅
This is a fully-ramped day.

The targets below — 2.5h dial time, 40+ prospects per day — are Month 3+ expectations. In your first month you’ll build toward these numbers gradually. See the 90-Day Ramp page for what early-stage success looks like week by week.

Start in HubSpot

Review signal-based accounts and contacts. Prioritize follow-ups and plan your outreach for the day. All activity is auto-tracked here as your source of truth.

Prospecting (40+ per day)

Add 40+ new prospects to sequences daily via LinkedIn Sales Navigator, Apollo, or the signal report. Validate ICP fit before adding anyone. Spread across multiple accounts.

Call Block — Nooks (2.5h/day)

Power dial through your call list. Break up the 2.5 hours as works for you — but be strategic. Think about what timezones you're calling at what time, and vary when you reach out to the same prospects to catch them at different points in their day. Log clear notes after every connected call.

Inbox Management

Actively manage Gmail and LinkedIn throughout the day. Respond quickly — speed is a metric.

Attend All Meetings

The company is largely async — when meetings happen, attend with camera on and be engaged.

📅
Calendar Blocking

Your calendar is a tool for success. Protect your call blocks. Plan the week in advance, stick to your structure. Consistency is how you win.

🏢
Book Gable for Yourself

US employees have a $100/month budget to book Gable spaces for themselves. Log in with your Gable account on gable.to and use it. Beyond the perk itself, actually using the product makes you a sharper SDR.

✈️
Time Off

Give your manager a heads-up ideally 3 weeks in advance. Once approved, follow these steps — they keep the whole team informed on who's out and when:

🇺🇸 USA: Submit in JustWorks — requires manager approval in the system
🌍 Everyone: Add dates to the Gable OOO Google Calendar
💬 Everyone: Set OOO status in Slack and Gmail

Questions? Ask your manager.

📋
Manager 1:1s & Coaching

1:1s with your manager happen weekly. Come prepared — your weekly numbers, top 3 priorities, and any blockers. This is your time: make good use of it, and use it to surface anything you need from German as your team lead.

Call reviews happen monthly — and can be more frequent if you want them to be; just ask. Bring your best and worst calls — coaching goes both ways.

Your Role · 6 of 7
Your Path

90-Day Ramp

Month by month, here's what success looks like. Focus on consistency, coachability, and steady improvement week over week.

Month 1

Foundation Building

  • 1h+ dial time/day by end of month
  • 25 new prospects added/day
  • Active outreach across phone, email, LinkedIn
  • All activity and notes logged in HubSpot
  • At least 1 qualified meeting booked

Success = consistency, coachability, and steady improvement week over week.

Month 2

Building Momentum

  • 2.5h dial time/day in Nooks
  • 40+ new prospects added/day
  • Strong account coverage across your book of business
  • Faster response times to inbound and outbound replies
  • 50% of full monthly meeting quota achieved

Success = converting activity into real pipeline and booking meetings more predictably.

Month 3

Full Ramp

  • Consistently hitting daily activity targets
  • Maintaining steady net new prospecting volume
  • Staying on top of accounts with signals
  • High quality meetings progressing to pipeline
  • Full monthly meeting quota achieved

Success = reliable pipeline contributor and strong partner to AEs.

Your Role · 7 of 7
Outbound Prep · 01

Company & Industry

Who we are, what we do, and why it matters.

Who We Are

Gable is an all-in-one workplace management platform built for companies navigating hybrid and distributed work. We give People, Real Estate, and Workplace teams a single place to manage everything from their own offices to coworking access around the world — desk booking, visitor management, room scheduling, office analytics, and on-demand coworking, all under one roof.

What We Do

Gable combines two things that have historically required separate vendors: on-demand access to 20,000+ coworking spaces worldwide, and a full suite of tools for managing your own office — desk booking, room scheduling, visitor management, events, and reporting. One platform, one source of truth for space and spend data.

Why We Do It

Most companies managing distributed teams are stitching together a patchwork of tools — a coworking membership here, a desk booking tool there, a visitor management system somewhere else. The result is fragmented data, multiple vendor relationships, and a lot of admin overhead. Gable fixes that. One platform that covers the whole picture, with the analytics to make real decisions on top of it.

Vision

Every company operating in a hybrid world has the tools to manage space intelligently — without the vendor sprawl that comes with doing it any other way.

Commitment

A platform that's genuinely easy to use, support that feels like a real partnership, and a team that's invested in customer success beyond the sale.

Industry Trends We Sell Into

Hybrid Work Models
Businesses blending in-office and remote work, requiring flexible workspace management
Coworking Growth
Demand rising as companies reduce traditional leases for flexibility
AI & Analytics
Companies are using AI to understand how their space actually gets used
Sustainability
Measuring and reducing the environmental footprint of office spaces
Employee Experience
Companies investing in workplace tech that improves how people feel about coming to the office
🎯
Competitive Advantage

What sets Gable apart is how we built it. Everything on our platform was developed in-house — not stitched together through acquisitions — which means a genuinely integrated experience rather than a patchwork of tools with a logo slapped on top. Competitors in the space exist, but few have built the full picture from scratch the way we have. Pair that with a customer success model that treats post-sale as seriously as pre-sale, and the consolidation story becomes hard to beat on value.

Ideal Customer Profile (ICP)

Company Demographics

  • 500–10,000 employees*
  • Distributed or hybrid workforce
  • Multiple office locations or no centralized HQ
  • Hiring across geographies
  • Need flexibility without long-term leases
*We work with companies larger and smaller. If the pain is there, it’s worth the conversation.

Target Personas

  • Head / Director / VP / Sr. Manager of Workplace
  • Head / Director / VP / Sr. Manager of Real Estate
  • Head / Director / VP / Sr. Manager of Facilities
  • Head / Director / VP / Sr. Manager of Employee Experience
*Also worth prospecting: Office Management, Space Planning, People Operations, and IT — especially when primary personas are unresponsive or hard to reach.
Outbound Prep · 1 of 8
Outbound Prep · 02

Products & Resources

Product Demo Videos

Watch these before your first call. Understand how we pitch each product to prospects.

Products

🌐

On-Demand ↗

formerly Flex

Instant access to 20,000+ coworking spaces globally. Ideal for remote or mobile employees who need flexible workspace across locations — no leases, no memberships, pay-as-you-go.

🏢

Offices ↗

formerly HQ — includes Desk Booking, Room Scheduling, Visitor Management, Package Delivery, Parking

Advanced tools for managing traditional office spaces — scheduling, optimization, and operational efficiency.

🎪

Events ↗

formerly Event Orchestration

Plan and run company events — from small meetings to large offsites. Find a space, send invites, and track spend, all in one place.

🤖

Gable AI ↗

Intelligent OS for Hybrid Work
  • Turns Gable into an AI-powered OS for hybrid work
  • Helps admins, employees, and workplace leaders get instant answers
  • Coordinates teams more easily and makes smarter space and real estate decisions

General Resources

Customer Case Studies

Get to know these — they are your social proof on calls.

Outbound Prep · 2 of 8
Outbound Prep · 03

Cold Calling

Calls are the primary driver of meetings and pipeline. Master this and everything else follows.

The Golden Rules

  • Cold calls are an interruption — the person did NOT plan to talk to you
  • Strong cold calls last 3–5 minutes — you have limited time
  • The first few seconds determine whether the call continues
  • The goal is not to pitch the full product — no feature vomiting. Get in, create relevance, confirm fit, book the meeting
  • Do not ask deep questions before earning the right to
  • Your job is to create qualified meetings for AEs — not close deals

Call Structure

1

Greeting, intro, and agenda

Be clear and direct about who you are and why you're calling.

2

30-second pitch + brief, relevant conversation

Create relevance. Make it about them, not the product.

3

Qualify, set the meeting, thank them, and close

Secure the follow-up. Book on the call when momentum is highest.

Your Script — Build Your Own

There’s no official Gable script — on purpose. Scripts sound like scripts. What converts is you sounding like you.

  • On Day 4 of your first week, draft your own script using the call structure above, the call recordings below, and the discovery questions
  • Draft your voicemail at the same time — you’ll record it as your VM drop in Nooks before your first call block
  • Then role-play it with German before your first call block on Day 5 — pressure-test it before a prospect ever hears it
  • Treat it as a living document — revise it after every call block as you learn what lands

Call Objective — Every Call

  • Start a relevant conversation
  • Understand current workplace setup
  • Identify friction, cost, or complexity
  • Secure a follow-up meeting

Voicemail Strategy

  • Use voicemails strategically — keep them to 20–30 seconds and follow up with an email within the hour
  • Don't repeat the exact same VM twice — vary the hook or reference a different pain point
  • You can record your voicemail drop directly in Nooks — set it up before your first call block so it's ready to go
📞
Daily Call Blocks

We have daily call blocks each afternoon — live coaching and real-time feedback. Everyone approaches calls a bit differently. Adapt the structure to fit your own voice.

Outbound Prep · 3 of 8
Outbound Prep · 04

Objection Handling

Most objections are reflexive, not considered. Your job isn't to bulldoze through them — it's to acknowledge and redirect toward a conversation. These are starting points, not scripts.

"Send me an email."

Usually means "I'm not interested but I'm being polite." Don't just say OK.

  • "Of course — before I do, can I ask you one quick question so I can make it relevant?"
    → then ask a qualifying question
  • If they insist: send a short, specific email within the hour — not a generic template
  • Follow up the email with a call 24–48 hours later referencing what you sent

"We're not interested."

  • "Totally fair — can I ask what you're currently doing for workspace / office management?"
  • Get them talking. If they engage, you have an opening. If they repeat the objection, respect it and move on.
  • "Not interested" at the right company is a reason to call back in 30–60 days, not a reason to delete the contact

"Now isn't a good time."

  • "No problem — when would be a better time? I can call back [day] or [day]."
  • Always get a specific callback time — a vague "call me next quarter" is a polite no
  • If they give a time, call them back exactly then and reference the previous conversation

"I'm not the right person."

  • "Who would be the right person to speak with about workspace or hybrid work strategy?"
  • Get a name, not just a department — "someone in HR" is not enough
  • "Would you be comfortable connecting me with them directly, or should I reach out separately?"

"We already have something in place."

  • "What are you using?"
    → listen, then:
    "How's that been working for [specific use case]?"
  • Companies rarely replace tools that are working perfectly — find the gap
  • If they name a competitor, this is a battlecard moment — see the Battle Cards page

"We're too small / too big."

  • We work with companies of all sizes — realistically, there's no company too small or too big for Gable as long as they have legitimate workplace needs
  • "We work with companies of all sizes — can I ask how your team manages workspace today?"
  • If the workplace need genuinely isn't there: thank them, log it, move on — don't force a bad fit

"We don't have budget."

  • Budget objections before a demo are almost always premature — they haven't seen the value yet
  • "That makes sense — that's actually why I wanted to connect first, to see if it makes sense before we talk numbers. Would 20 minutes be worth it?"
  • Post-demo budget objections belong with the AE, not with you
Outbound Prep · 4 of 8
Outbound Prep · 06

LinkedIn Outreach

LinkedIn is your third channel after calls and email. Lower volume, but higher conversion for the right personas. Use it as a relationship channel, not a broadcast tool.

Profile First

Prospects will look you up before replying. Make sure your profile is clean before reaching out.

  • Professional headshot
  • Headline: lead with value, not just your title (e.g., "Helping workplace teams simplify hybrid work management")
  • Add a Gable cover image — grab one from the LinkedIn Covers folder

Connection Requests

  • Including a note statistically increases acceptance rates — keep it to one sentence, no pitch
  • "Hi [Name] — came across your profile while researching [Company]. Would love to connect."
  • "Hi [Name] — noticed [Company] recently [trigger/signal]. Wanted to connect."
  • Don't pitch immediately after they accept — wait, and consider engaging with their content first

Messaging After Connection

  • Wait 24–48 hours after accepting before sending a message
  • Reference something specific — a post they shared, a company announcement, a role change
  • Keep the ask small: a 15-minute call, not a demo

InMail (for 2nd / 3rd Degree)

  • Use InMail credits sparingly — prioritize warm leads or high-value accounts
  • Subject line matters: be specific ("Question about your hybrid setup" beats "Let's connect")
  • Same rules as direct messages: no immediate pitch, lead with curiosity

LinkedIn in the Multi-Touch Sequence

  • LinkedIn works best as part of a sequence that also includes calls and email — not standalone
  • Typical pattern: connection request on day 1, follow-up message after call attempt 2–3

Sales Navigator Tips

  • Use Lead Filters to build targeted lists by title, company size, industry, and geography
  • Set up alerts on saved leads — get notified when prospects post, change jobs, or appear in the news
  • Job change alerts are high-intent signals: new leaders often want to make changes quickly
  • Save leads to lists linked to your HubSpot book of business for clean account tracking

ICP Triggers to Watch in Sales Navigator

These signals indicate a company is likely dealing with workplace complexity — prime timing for Gable outreach.

🏢 New office openings
Companies expanding physical footprint need workspace management infrastructure
👔 Hiring for workplace or facilities roles
Titles like Workplace Manager, Head of Facilities, Real Estate Director signal active investment in the space
🏠 RTO or hybrid policy announcements
Companies shifting policy create immediate demand for workplace coordination tools
📈 Headcount growth
Rapid hiring signals scaling workplace needs — especially 50–500 employee companies
💼 Recent funding rounds
Post-funding companies invest in infrastructure — workspace management is often on the list
Outbound Prep · 6 of 8
Outbound Prep · 05

Email & Follow-Up

With most emailing automated by RevOps, the emails you send need to be thoughtful. SDRs own follow-up once a prospect engages.

Email: What You Own

RevOps runs the automated campaigns. The moment a real person replies, it’s yours. That means:

  • Respond quickly to replies from automated sequences
  • Personalize follow-ups after calls
  • Drive conversations forward over email
  • Keep email tone human and relevant

After Live Calls

  • Send recap emails
  • Confirm next steps
  • Book meetings ON the call — this is when momentum is highest

Post-Cold Call Template — Meeting Ask

💡 Consider attaching a Gable one-pager — gives prospects another way to digest what we do and something easy to forward internally.

Automated Sequence Overview

RevOps manages and owns all automated outbound email sequences. Your job is to know what's running so your manual touches complement — not conflict with — them.

  • Sequences are built and managed in Apollo / Instantly — do not create your own without RevOps sign-off
  • Sequence touchpoints are call-heavy: typically call → LinkedIn → call → email → call (cadence may vary by list)
  • Have a feel for what's working or an idea you want to try? Bring it — input is welcome. Just get sign-off before going rogue on a sequence
  • If a prospect replies to an automated email, remove them from the sequence immediately and handle manually
Outbound Prep · 5 of 8
Outbound Prep · 07

HubSpot Processes

Booking a meeting kicks off an automated logging process — but you own the last mile. This page covers what the automation does for you, the few things you still do on every booked meeting, and the full manual process for when you need it.

Good news — most of this is automated

Thanks to Maddie Frank (shoutout 👏), SQL logging and deal creation happen automatically. Book a meeting in Nooks, mark the call outcome as Meeting Booked, and the automation takes it from there — then posts a confirmation in #sales-n8n-alerts.

Your Job — On Every Booked Meeting

1

Mark the call “Meeting Booked” in Nooks

This is the trigger. If the outcome isn’t marked, the automation never fires — everything downstream depends on this one step.

2

Watch #sales-n8n-alerts

The automation posts there once the SQL is logged and the deal is created. That alert is your cue for the two checks below.

3

Verify the Deal Owner

Open the deal and confirm the right AE is set as Deal Owner — the automation doesn’t always know who’s taking the call.

4

Review the AI notes — add context if they fall short

The automation pulls the AI-generated notes from Nooks into HubSpot automatically — but that’s all it can pull. Read them. If they’re missing context the AE needs, take the full transcript out of Nooks, run it through AI yourself, and add those notes at both the contact level and the deal level.

🤖
If the alert never comes

Automation fails sometimes. If a booked meeting doesn’t show up in #sales-n8n-alerts within a few minutes, flag it to Maddie — then log it manually using the process below. That’s exactly why it’s still documented.

📅
Weekly HubSpot Update

Every Friday there's an "Update HubSpot Notes" calendar invite for SDRs and AEs. Under "Next SQL Steps" at the contact level, log every interaction or attempted interaction in the following format: MM.DD: [what happened or was attempted]

Also ensure each deal is moved to the correct stage — if a prospect no-shows, mark accordingly. If rescheduling is in progress, move to "Attempting Reschedule". Keeping deal stages accurate is as important as the notes themselves.

HubSpot Dashboards

📊
Sales Meeting Statistics
SQLs set (SDR) and opps opened (AE)
📈
Pipeline Statistics
Historical snapshots, deal stage summaries, all pipeline
Manual Process — Fallback Reference

Before Maddie automated this, every step below was done by hand for every single meeting. Learn it anyway — if the automation ever fails you’ll know how to log an SQL end to end, and you’ll understand exactly what’s being done on your behalf.

Logging an SQL — Fill Out on the Contact Level

Contact Fields

  • Update name, title, and email address if needed
  • Lifecycle Stage → "Sales Qualified Lead"
  • Lead Status → "Meeting Scheduled"

SQL Info Fields

  • SQL Originator → Your Name
  • Lead Source → Select appropriate
  • Contact Source → "Outbound"
  • SQL Products → Select appropriate
  • First SQL Meeting Status → "Scheduled"
  • Next SQL Steps
    Format: MM.DD: Meeting on MM.DD
    Example — Jan 1 booking for Jan 2: 01.01: Meeting on 01.02
  • First SQL Meeting Date — the actual calendar date of the scheduled meeting (e.g. 01/02/2026)
  • ANT Criteria — select all that apply:
    Authority Need Timeline

Creating the Deal

  • Click "Add New Deal"
  • Pipeline → "Pre-Sales Pipeline"
  • Meeting originator → you
  • Contact/lead source → same as updated on the contact level
  • AE Meeting date → date of the scheduled meeting
  • Deal Owner → the AE taking the call

AE Handoff Checklist — Before Handing Off, Confirm:

  • Notes are complete in HubSpot
  • Authority, Need, Timeline are known
  • Pain points, goals, and urgency are captured
  • Reason for the meeting is clearly stated

A clean handoff directly impacts opportunity creation.

Outbound Prep · 7 of 8
Outbound Prep · 08

Prospecting Process

Start with your book of business in HubSpot. Sort by different variables, experiment with filters, and prioritize accounts that show the strongest signal or fit.

Signals We Track

Recent funding Recent ICP job posting Recent merger / acquisition Recent new executive hire Recent new ICP hire Recent office closing / opening Recent RTO announcement

How to Work Your Book of Business

Load up your book of business in HubSpot

Sort by different variables — org score is a good starting point. Get creative with filters to surface accounts that are most likely to convert.

Pick an account — open its LinkedIn page

Validate it fits your ICP: 500–10K employees, hybrid/distributed, multiple locations.

Use filters/search to find the right people

Target: Heads / Directors / VPs / Sr. Managers of Real Estate, Facilities, Workplace, and Employee Experience.

Sequence the prospect via Apollo

Open Apollo extension → “Add to Sequence” → Select “Get Phone # (FullEnrich)” → Select outreach sequence → Approve.

Net New Prospecting Motion

SDRs also prospect accounts NOT flagged by HubSpot signals — companies not in the CRM at all. The process remains the same, just with a grassroots start outside the signal report.

  • Identify target accounts within the ICP
  • Source and validate contacts
  • Prioritize calling and live engagement
  • Follow up on all touches and responses

Quality Standards

  • Prospects added to sequences meet ICP criteria
  • Outreach feels professional and human
  • Follow-up is timely and relevant
Automation opens doors.
You walk through them.
Outbound Prep · 8 of 8
Wrapping Up

Key Resources

Bookmark these on day one. You'll return to these constantly.

🏥
Benefits & HR

All benefits are managed through JustWorks — log in on day one to enroll. Missing the enrollment window means waiting until the next open enrollment period.

🏥 Medical, Dental & Vision — covered through JustWorks
💰 401(k) — through Empower
🏖️ PTO — unlimited for US employees; request via JustWorks, then notify all@gable.to once approved
👶 Maternity Leave — 6 weeks full pay, 6 weeks supplemental, 4 weeks protected unpaid

Full details in the US Team Benefits section of the handbook.

Wrapping Up · 2 of 4
Wrapping Up

Competitor Landscape

Know who you're up against. Gable's advantage: the only all-in-one platform combining on-demand space access with full office management.

CompetitorWhat They DoGable Replaces With
Desana ↗Credit-based on-demand coworkingOn-Demand
Deskpass ↗Membership-based access to coworking and flex officesOn-Demand
Envoy ↗Visitor check-in, desk booking, room scheduling, package tracking, workplace suiteOfficesVisitor Mgmt
Eptura ↗Condeco (desk/room booking), SpaceIQ (space planning), iOffice (facility & asset management)Offices
IWG ↗Regus, Spaces, HQ, Signature by Regus — offices and coworking networkOn-Demand
Kadence ↗Hybrid work coordination and desk bookingOffices
LiquidSpace ↗Marketplace for on-demand offices and meeting roomsOn-Demand
OfficeRnD ↗OfficeRnD Flex (hybrid scheduling), OfficeRnD Core (operations & billing)OfficesOn-Demand
OfficeSpace ↗Office space planning, desk & room booking, workplace managementOffices
Robin ↗Desk and meeting room booking, office maps, hybrid analyticsOffices
Skedda ↗Simple desk and room schedulingOffices
Upflex ↗On-demand coworking with credit model, limited office managementOn-DemandOffices
WeWork ↗Branded coworking. Products: WeWork All Access, WeWork On Demand, Powered by WeOn-Demand
⚔️
Looking for Battle Cards?

They're waiting for you on the next page — along with a bunch of other resources worth bookmarking.

Wrapping Up · 1 of 4
Wrapping Up

Battle Cards

Competitor objection handling. Know these cold — they come up on every call.

Always Lead With

Gable's Core Advantages

🔗Unified Platform — one tool vs. 2–3 vendors
📊Deeper Analytics — ROI, not just occupancy
🎪Events — most competitors ignore this entirely
Admin Ease — fast rollout, simple workflows
🤝Customer Partnership — dedicated CSM, 24/7 support
Office Management
Envoy Office Mgmt
IroncladModern TreasuryFivetran
💬 The Objection
"We use Envoy."
↗ The Angle
  • FragmentedEnvoy handles check-in and desk booking — but you need other vendors for coworking and events. Gable does it all.
  • AnalyticsEnvoy's reporting is surface-level. Gable gives deep insights tied to real estate decisions and ROI.
  • Admin WorkGable simplifies everything in one platform — no tool-switching.
  • SupportEnvoy is transactional. Gable gives you a dedicated CSM and ongoing success reviews.
  • CostEnvoy's pricing keeps going up. Gable tends to be more cost-effective.
→ Close Line
"Curious — how has your experience been with Envoy as time has gone on? Any gaps in the partnership?"
🏆 Won From Envoy
IroncladModern TreasuryFivetranZendeskBentley Systems
OfficeSpace Office Mgmt
UnityZendesk
💬 The Objection
"We already use OfficeSpace."
↗ The Angle
  • No EventsNo event orchestration or ways to connect distributed employees — stops at floor plans.
  • Heavy ConfigOfficeSpace gets complex fast. Gable is simple — fast to roll out, easy for admins to manage.
  • AcquisitionsOfficeSpace pieced their platform together through acquisitions. Gable was built unified from day one.
  • CostTheir pricing keeps going up. Gable is more cost-effective.
→ Close Line
"OfficeSpace is great for floor plans, but it stops there. Gable goes further — one platform for offices, coworking, and events."
🏆 Won From OfficeSpace
UnityZendesk
Kadence Office Mgmt
💬 The Objection
"We're on Kadence."
↗ The Angle
  • Surface DeepLooks sleek, but it's still just desk and room scheduling — no events layer.
  • No Native CoworkingKadence partners with LiquidSpace for coworking. Gable offers it natively, all in one platform.
  • ScalabilityWorks for smaller orgs. Gable scales up with enterprise features, deeper reporting, and integrations.
→ Close Line
"Kadence is solid for scheduling, but if you want to scale beyond booking desks and actually drive strategy with data, Gable is the move."
🏆 Won From Kadence
Tracking — check with AE
Robin Office Mgmt
Big PandaMinute Media
💬 The Objection
"We use Robin."
↗ The Angle
  • Analytics CeilingRobin's data stops at utilization. Gable gives actionable insights tied to real estate ROI and engagement.
  • Point SolutionRequires layering in other tools for visitor management, events, and workspace access.
  • Heavy RolloutRobin takes longer to deploy. Gable is designed for fast adoption.
→ Close Line
"Robin tells you what's happening in your office. Gable helps you act on it — connecting usage data to engagement, costs, and strategy."
🏆 Won From Robin
Big PandaMinute Media
Skedda Office Mgmt
💬 The Objection
"We're sticking with Skedda."
↗ The Angle
  • Basic OnlyLow-cost scheduling tool — limited analytics, no events, no coworking.
  • Admin GapsMissing bulk actions, flexible timing, and advanced booking customization that growing teams need.
  • Scale CeilingWorks for 1–2 locations. Hits a wall for multi-region or enterprise.
→ Close Line
"Skedda is fine for booking a conference room, but if you need real workplace strategy — integrations, analytics, employee engagement — you've outgrown it."
🏆 Won From Skedda
Tracking — check with AE
On-Demand
WeWork On-Demand
SnowflakeStripeDoorDash
💬 The Objection
"We use WeWork."
↗ The Angle
  • Unpredictable CostMonthly memberships regardless of usage — wasted spend for hybrid teams. Gable is pay-as-you-go.
  • Billing ChaosSeparate accounts per region, inflexible invoicing. Gable unifies billing by cost center, geo, or dept.
  • No AnalyticsWeWork reports usage at a high level — no ROI, engagement, or real estate insights.
  • Not a PlatformWeWork is memberships. Gable adds events, visitor management, and hybrid planning in one tool.
→ Close Line
"WeWork sells space. Gable delivers a hybrid workplace strategy — with analytics, events, and a real success partnership."
🏆 Won From WeWork
DoorDashBrexSnowflakeStripeSentinelOneGreenhousePavilionMiro
Desana On-Demand
DropboxOktaFireblocks
💬 The Objection
"We use Desana."
↗ The Angle
  • Credit ModelPre-paying for credits is hard to manage — costs are unpredictable and inflexible.
  • Poor SupportNo dedicated CSM, long delays from support. Gable has a dedicated CSM for every account.
  • UXCustomers who switch love Gable's collaborative UX — easy to see where colleagues are booking.
  • Marketplace OnlyNo desk booking, visitor management, or event workflows — a single-use tool.
  • AnalyticsConsumption data only — doesn't tie to engagement, ROI, or real estate decisions.
🏆 Won From Desana
DropboxOktaUpworkNew RelicFireblocks
LiquidSpace On-Demand
OktaDarktraceStripe
💬 The Objection
"We use LiquidSpace."
↗ The Angle
  • Credit ModelPre-paying for credits makes costs hard to control and predict.
  • Poor SupportNo dedicated CSM, long delays. Gable has a real partner model built in.
  • Marketplace OnlyNo desk booking, visitor management, or event workflows.
  • AnalyticsConsumption-focused only — no ROI or engagement insights.
  • No HQ IntegrationLacks event orchestration, visitor workflows, and HQ space integration.
🏆 Won From LiquidSpace
OktaDarktraceStripeKong
Upflex On-Demand
ZendeskQuizletFivetran
💬 The Objection
"We use Upflex."
↗ The Angle
  • Pre-PaymentHard to manage and control costs when you have to pre-pay.
  • Poor SupportNo dedicated CSM, long response times.
  • UXCustomers who switch love being able to easily see where colleagues are booking in Gable.
  • Marketplace OnlyNo desk booking, visitor management, or event workflows.
  • AnalyticsConsumption data only — no ROI or engagement insight.
🏆 Won From Upflex
ZendeskMedalliaGainsightQuizletFivetran
Keep These Ready
SDR One-Liners
Unified Platform
"Why manage 3 different vendors when Gable gives you one platform that does it all?"
Deeper Analytics
"Other tools tell you who booked a desk — Gable tells you what that means for cost, engagement, and ROI."
Event Orchestration
"Most platforms ignore how teams actually gather. Gable makes planning events and off-sites simple."
Admin Ease
"With Gable, admins stop juggling tools — onboarding is fast, workflows are simple, and scaling is easy."
Partnership
"Gable isn't just software — we're a partner with dedicated onboarding and success reviews built in."
People

Meet the Team

As part of the Go-To-Market function, it's important to have a working rapport with these key contributors. Set time in your ramp period to connect — and connect on LinkedIn too.

Beyond this list

Gable is a small, tight-knit team — and that's a superpower. The people above are your closest collaborators, but don't stop there. Everyone at Gable is an open book. Whether you're curious about product roadmap, want to hear a customer story from CS, or just want to learn how a different part of the business operates, reach out.

💬 A good starting point: drop a message in #random and introduce yourself — it's where the team hangs out.
🍩

Coffee Chats via Donut

Randomly paired with a coworker every three weeks — no agenda, just connection.

Gable uses Donut, a Slack app that pairs you with a coworker every three weeks for a casual coffee chat. It's a low-pressure way to build relationships outside your immediate team.

1 Join #coffee-chats in Slack — search for it in the channel directory.
2 Donut will automatically include you in the next pairing round and send you a welcome message.
3 When matched, message your partner to find a time — coffee, quick video call, whatever works.
4 Not feeling it one round? Pause or opt out anytime by messaging the Donut bot directly.

That's it — no other setup needed.

How We Work Together

📅
Monthly All Hands

Company-wide sync every month — department updates, goal alignment, and celebrating wins. Show up on time, camera on, ready to engage.

🏆
MatterBot Shoutouts

When a teammate does great work, shout them out in #shoutouts via MatterBot. 30 seconds — goes a long way on a distributed team.

Wrapping Up · 3 of 4
Final Check

Knowledge Check 🧠

10 questions. Score 80% or higher to finish. Hints are available if you need them — no judgment.

Wrapping Up · 4 of 4
You Did It

Onboarding Complete

You've made it through everything — now the real fun begins. Use this guide as your go-to reference whenever you need a refresher as you ramp up. And remember: you're never on your own here.

As you get ramped, lean on

📖This guide — bookmark it, it's yours
🙋Your manager — German is always happy to help
🤝The team — we're all rooting for you
Welcome to the team.
You're on your way to being a real contributor here — now go book some meetings. 🚀
🎉 You're Ready ✓ Onboarding Complete

Gable · Sales Development · 2026

SDR Onboarding
Checklist.

Your first two months are the ramp — by Month 3 you're expected at full quota. You'll be on the phones by the end of week one; this checklist tracks everything from day one to fully ramped.

Your Name
Title
Start Date
Manager
Overall Progress0 / 0 completed

ClickUp Onboarding — Required

You'll receive a ClickUp onboarding task specifically assigned to you. Work through it alongside this guide — ClickUp is our source of truth and Maddie Frank tracks completion there.

📋 Documents & Policies section — required for SOC II compliance. Every item must be completed, no exceptions.
Mark tasks complete in ClickUp as you go — Maddie will follow up on anything left unchecked.
Questions? Sync with Maddie Frank — she owns onboarding and can clarify anything in the ClickUp checklist.

Yes, there's some overlap with this guide — that's intentional. Two formats, nothing slips through.