OK16: How this BDR smashed the record: 37 meetings in month 1, 2x the old record - Jacob McLeod, BDR, Customer Expansion at Nextiva
📫 Subscribe to the Outbound Kitchen newsletter --- Ask: Submit your questions here (anonymous) --- Chef's specials: - Preparation before day one determines month one success - Systems beat motivation in sales performance - Top performers organize differently than average reps In this episode: A masterclass in SDR excellence with Jacob McLeod, who shattered Nextiva's onboarding record by booking 37 meetings in his first month, double the previous record. We dissect his pre-day-one preparation, systematic approach to prospecting, and the mindset that separates top performers from average reps. Whether you're starting a new sales role or looking to level up your game, this episode is your blueprint for accelerated success. --- Here’s more context on Jacob’s team: They’re not doing cold outbound on customer acquisition. Their focus is outbound for customer expansion: reaching out to existing customers to drive more growth. --- Who is Jacob McLeod? BDR on the Customer Expansion team at Nextiva Connect with Jacob: On LinkedIn https://www.linkedin.com/in/jacob-mcleod-b80a69198/ --- When you're ready 👨🍳 Want to work with me? Send me a DM --- Connect with me 📌 Connect on LinkedIn 📹 Subscribe on YouTube 🐦 Connect on X --- Chapters: (00:00) Thoughts on the Record (00:52) Background and Transition to Sales (01:10) Discovering the Record and Setting Goals (02:54) Strategy and Preparation Before Day One (05:26) Onboarding and Early Challenges (09:24) Organizing and Managing Time Effectively (18:35) Creative Approaches to Booking Meetings (22:28) Proudest Meeting and Handling Big Accounts (29:32) Staying Motivated and Consistent