# Mission 5: Build Your Daily Workflow > Establish a repeatable daily routine for morning prep, working accounts, and logging activities Source: https://docs.graph8.com/training/sdr/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 --- ## 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 companies** Go to **Audiences --> Companies**, sort by **Total Score**, and pick 3-5 companies 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. --- ## Working Companies (core of your day) 1. **Open your first priority company** Click into the company from your Companies 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 company. 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. --- ## 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 | --- ## 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. --- ## 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 companies (research, outreach) | **Audiences --> Companies**, **Engage --> Dialer** | | **Midday** | Follow up on morning replies, log activities | **Engage --> Inbox**, Contact records | | **Afternoon block** | Work remaining companies, add new contacts | **Data --> Contacts**, **Engage --> Sequences** | | **Last 10 min** | Review numbers, queue tomorrow | **Engage --> Tasks** | --- ## 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. --- ## 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** - Company 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](https://docs.graph8.com/training/sdrs/) or explore the feature-specific documentation in the sidebar.