Permanent BDR · hiring brief
Hire a BDR
Hire a BDR: agree the target accounts, the outreach rules and the point a qualified conversation passes to a closer, and manage the BDR closely.
Reviewed by Fractional Quest · updated 1 November 2026 · 4 sources linked below
- 3–5on every shortlist
- 5stages of vetting
- IR35set out on every brief

On the board · last 90 days
Which roles are on the board now?
Permanent BDR roles first, then the seat in any engagement and the wider function when the board runs short.
- Confidential clientOur mandate · available nowFractionalFractional SDR
- Jupiter Asset ManagementSyndicatedInterimInterim Sales Director - UK Wealth (12 month FTC)
- AcumiSyndicatedFractionalFractional Commercial Co-Founder / CCO
Every fractional role in the UK is on the fractional jobs board.
In the press
- Financial TimesThe executives going ‘fractional’, not freelance
- International FinanceRenting the C-suite, and why the fractional executive era has arrived
The brief
Hire a BDR: what must the role own?
The list they work.
- 01AccountsThe list they work.
- 02RulesMessaging and data rules, including direct marketing law.
- 03HandoverWhen a meeting passes to an account executive.
- 04ManagerWho coaches them daily.
Role reference: Institute of Sales Professionals: sales capability framework. The ISP sales capability framework covers prospecting capabilities to assess when you hire a BDR.
BDR or SDR
Hire a BDR or an SDR?
Often the same seat.
Hire a BDR for outbound prospecting; many companies use SDR for the same role or for inbound qualification. Write which in the brief.
Either way, a BDR without a manager rarely works.
The working pattern
What changes when the BDR is permanent?
A BDR (business development representative) prospects outbound into target accounts and books meetings for account executives. An SDR is often the same role, sometimes focused on inbound leads.
The illustrative brief: a sales team with no outbound. Account executives rely on inbound leads that have slowed.
The appointment owns: The company hires two BDRs under a sales manager.
Another owner retains: Account executives own deals; marketing owns messaging.
The case is illustrative; it does not describe a Fractional Quest placement.
From brief to start
How do you hire a BDR, step by step?
Hire a BDR, in practice: the first three steps are ours; the last four are what has to be true before the first day. We don’t promise a shortlist by a date.
- Day 001The 15-minute callWhat the BDR must own, the working pattern, the start date and the budget.You and us
- Week 102Scope agreed in writingThe outcome the seat exists for, the days, and how the engagement will run for IR35.Us
- Weeks 1–303Search, references, shortlistWe approach people who aren’t looking, verify tenure, take references ourselves and return three to five.Us
- Week 404ListTarget accounts.You
- Before day one · 205ToolsCRM and outreach tools.You
- Before day one · 306ManagerDaily coaching slot.You
- Before day one · 407MeasuresMeetings and quality.You
Assessment
How should you assess each candidate?
Hire a BDR on evidence: put the same work in front of each candidate before comparing answers.
- Comparable workAsk for outreach they ran and results.
- AuthorityTest a request to email a list without a lawful basis.
- TeamAsk how they took coaching.
- HandoverAsk how they recorded activity.
Acas recommends a consistent, fair selection process: choosing who to interview.
Vetting
What happens before anyone reaches your shortlist?
Five stages before a candidate reaches a shortlist of three to five.
- Pedigree screenTenureWe verify prior tenure in the seat, at the scale and stage you need. No consultant presenting as an executive.
- Mandate fitFitFit to your stage, sector and the problem the seat exists to solve, not a CV keyword.
- Reference deep-diveVerifyWe take references ourselves, from recent clients and boards: what they delivered, not what they titled it.
- ShortlistShortlistThree to five candidates, each with day rate, availability and IR35 position set out.
- Kick-offStartScope, first-month outcomes and the contract agreed before day one.
The full process is on how we vet.
The right pattern
Does this hiring pattern fit the work?
Test the amount of the week, the expected end and the continuity needed before writing the contract.
Questions
Hire a BDR: questions, answered
A brief to hire a BDR begins with accounts: The list they work. Then a stated working pattern and the evidence you will ask every candidate to show.
A BDR (business development representative) prospects outbound into target accounts and books meetings for account executives. An SDR is often the same role, sometimes focused on inbound leads.
Comparable work. Ask for outreach they ran and results. Authority. Test a request to email a list without a lawful basis. Team. Ask how they took coaching. Handover. Ask how they recorded activity.
List. Target accounts. Tools. CRM and outreach tools. Manager. Daily coaching slot. Measures. Meetings and quality.
Brief us on what the role must own, how it will work and when it must start. We come back with a shortlist of 3–5, each with pay or day rate, availability and IR35 position set out, after five-stage vetting.
Sources
Where does every reference on this page come from?
- the-isp.org
- HMRC
- legislation.gov.uk
- 1
- 2Understanding off-payroll working (IR35) HMRCStatus depends on how the engagement runs; medium and large clients make the determination.
- 3
- 4Employment Agencies Act 1973 legislation.gov.ukThe law a recruitment agency works under; no fee to a work-seeker.