fractional hiring brief

Hire a Fractional SDR

Hire a Fractional SDR: add recurring sales development capacity for a defined account segment without treating a part-week rep as an unattended lead-generation tool.

Brief us on this role →
Sales Development Representative briefChoose a part of the brief

Part 01 / 04

Account segment

Choose the customer group and trigger that makes outreach relevant.

Hire a Fractional SDR: what must the role own?

Choose the customer group and trigger that makes outreach relevant.

Account segmentChoose the customer group and trigger that makes outreach relevant.
QualificationWrite the evidence required before an account passes to a seller.
Working daysPlace outreach, follow-up and seller handoffs within the agreed recurring pattern.
Compliance ownerName who approves data use, suppression and customer-facing messages.

Role reference: Institute of Sales Professionals: Sales Capability Framework. The framework describes knowledge, behaviour and ethical sales practice. Assess qualification and customer judgment as well as activity; it does not prescribe a particular SDR contract pattern.

What changes when the Sales Development Representative is fractional?

The SDR qualifies and starts conversations. An account executive owns discovery and closing; a sales manager coaches the rep. Name who supplies the target account list, messaging approval and daily response cover between SDR days.

fractionalChoose a part of the brief

Part 01 / 04

Days

Agree the recurring days and which decisions cannot wait for the next scheduled session.

How would this work in a real brief?

The hiring decision becomes clearer when the work and its boundary are written down together.

Illustrative brief · a B2B team with uneven pipeline

The account executives prospect between deals, so follow-up to qualified accounts is inconsistent. The company has a defined segment and a manager who can coach.

A fractional SDR works agreed days on research, outreach and qualification, handing accepted opportunities to an account executive with a documented reason.

The appointment owns

A fractional SDR works agreed days on research, outreach and qualification, handing accepted opportunities to an account executive with a documented reason.

Another owner retains

The sales manager owns coaching and target quality; the account executive owns discovery and deal progression; the SDR does not create the market strategy.

How should you assess Sales Development Representative candidates?

Put the same work and evidence in front of each candidate before comparing answers.

The evidenceChoose a part of the brief

Part 01 / 04

Qualification exercise

Give each candidate the same account and ask what they would verify before a handoff.

Acas recommends a consistent, fair selection process: choosing who to interview.

Does this hiring pattern fit the work?

Test the amount of the week, the expected end and the continuity needed before writing the contract.

How much of the week does the work fill?
Is this a defined assignment with an end?
For a continuing part-week role, is this an employee?

The working pattern · fractional

A fractional Sales Development Representative

An external professional owns a continuing remit on agreed days. Set the decision rights and cover between those days.

What must happen before the Sales Development Representative starts?

Provide a small approved account set and exclusions.

A clear startChoose a part of the brief

Part 01 / 04

Segment

Provide a small approved account set and exclusions.
  1. 1

    Segment

    Provide a small approved account set and exclusions.

  2. 2

    Tools

    Agree CRM access, data sources and messaging approvals.

  3. 3

    Coach

    Name the sales manager who reviews conversations and feedback.

  4. 4

    Review

    Inspect qualified handoffs and reply quality before raising activity.

A useful Sales Development Representative brief names the decision, the working pattern and the evidence before it names a candidate.

What should the brief say?

Hire a Fractional SDR begins with account segment, a stated working pattern and the evidence you will ask every candidate to show.

15 minutes · video or phone

Brief us on a Sales Development Representative

Tell us what the role must own, how it will work and when it must start.

  1. 01A brief built around the decisions and working pattern.
  2. 02A shortlist of 3–5 with pay or day rate, availability and IR35 position set out.
  3. 03Five-stage vetting before a candidate reaches you.
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  1. A shortlist of 3–5, each with day rate, availability and IR35 position
  2. Fractional, interim, part-time, temporary or permanent — and non-executive directors
  3. Every candidate through our five-stage vetting
  4. Your briefs and their candidates, in one room
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