Mission 5: Build Your Daily Workflow

What you’ll learn

• How to structure your morning prep in graph8
• How to work through accounts efficiently during the day
• How to log activities and keep your pipeline clean
• How to use end-of-day review to stay on track

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Morning Prep (15 minutes)

1. Check your Inbox

   Go to Engage —> Inbox first thing. Reply to any overnight responses within the first 30 minutes of your day. Hot replies go cold fast.

2. Review today’s tasks

   Go to Engage —> Tasks (or check your task panel). These are follow-ups, scheduled calls, and reminders that are due today. Sort by Due Date to see what needs attention first.

3. Check sequence activity

   Go to Engage —> Sequences and review your active sequences. Look at:

   • Replies received since yesterday
   • Bounces that need cleanup
   • Contacts completing sequences without a reply (candidates for a different approach)

4. Identify priority accounts

   Go to Audiences —> Accounts, sort by Total Score, and pick 3-5 accounts to focus on today. If any are missing intelligence, click Run Intelligence now so it is ready when you need it.

Tip

Do your morning prep before checking Slack or email. The first 15 minutes sets the direction for your entire day.

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Working Accounts (core of your day)

1. Open your first priority account

   Click into the account from your Accounts view. Review the intelligence categories for talking points (especially Recent News and Pain Points).

2. Check the contact map

   Click the Contacts subtab within the account. Review buying roles and engagement scores. Identify who you have not reached yet and who has shown engagement.

3. Execute outreach

   Based on what the account needs:

   • No prior contact: Add key contacts to your active sequence
   • Sequence completed, no reply: Try a different channel (phone via Engage —> Dialer, or LinkedIn)
   • Replied but not booked: Send a personalized follow-up with your calendar link
   • Meeting booked: Prep for the meeting using Copilot (“Summarize what we know about [company]”)

4. Log the activity

   After each meaningful interaction (call, email reply, meeting), log it on the contact record. Click into the contact, go to the Activity tab, and add a note. This keeps your CRM synced and your manager informed.

5. Move to the next account

   Repeat for each of your 3-5 priority accounts. Then move to lower-priority accounts or new contacts from your lists.

Tip

Block 2-3 hours of uninterrupted time for account work. Context switching between outreach and meetings kills momentum.

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Logging Activities

1. Log calls after every dial

   Whether someone answers or not, log the attempt. Go to the contact record, click Log Activity, and select Call. Add a disposition (Connected, Voicemail, No Answer) and a brief note.

2. Log email replies

   Replies from sequences are tracked automatically. For manual emails or LinkedIn messages, log them on the contact record so the full picture is in one place.

3. Update contact statuses

   As you work contacts, update their status:

   Status	When to use
   New	Just imported, not yet contacted
   Working	Actively in a sequence or being contacted
   Replied	Responded to outreach
   Meeting Booked	Demo or intro scheduled
   Disqualified	Not a fit, wrong contact, or opted out

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End-of-Day Review (10 minutes)

1. Review what you accomplished

   Go to Engage —> Tasks and mark completed tasks as done. Note any tasks that need to carry over to tomorrow.

2. Check your numbers

   Review your daily activity counts:

   • Emails sent (via sequences + manual)
   • Calls made
   • Replies received
   • Meetings booked

3. Queue tomorrow’s work

   Based on what you learned today, identify which accounts need follow-up tomorrow. Create tasks for any specific actions (e.g., “Call back Sarah at Acme - she asked to reconnect Thursday”).

Tip

Spending 10 minutes on end-of-day review saves 30 minutes of confusion the next morning. Write down your top 3 priorities for tomorrow before you sign off.

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Your Daily Routine at a Glance

Time Block	Activity	Where in graph8
First 15 min	Inbox, tasks, sequence review	Engage —> Inbox, Tasks, Sequences
Morning block	Work priority accounts (research, outreach)	Audiences —> Accounts, Engage —> Dialer
Midday	Follow up on morning replies, log activities	Engage —> Inbox, Contact records
Afternoon block	Work remaining accounts, add new contacts	Data —> Contacts, Engage —> Sequences
Last 10 min	Review numbers, queue tomorrow	Engage —> Tasks

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Mission 5 Complete

You now have a structured, repeatable daily workflow that keeps you focused on the highest-value activities. The key is consistency: follow this routine every day and the results compound.

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All Missions Complete

Congratulations. You have finished all five SDR training missions:

1. Foundation - Contacts, lists, enrichment, ICP scores
2. First Sequence - Outreach creation and activation
3. Intelligence - Account research and Copilot
4. Tools - CRM, mailbox, calendar connections
5. Daily Workflow - Repeatable daily routine

For deeper reference on any topic, visit the full SDR training guide or explore the feature-specific documentation in the sidebar.