
Own top-of-funnel and mid-funnel business development execution, with the primary goal of generating Sales Qualified Leads (SQLs). For the first 6 months, success is measured on creating qualified pipeline, not closing deals.
Core Responsibilities
1. Presales Coordination
- Work closely with Saurav on active presales opportunities
- Join relevant sales and discovery calls
- Review existing active leads, past call notes, and ongoing opportunities
- Coordinate proposal/SOW preparation using standard company templates
- Help move presales opportunities from discussion to scoped commercial conversations
2. Outbound Business Development
- Execute account-based marketing across target accounts
- Identify and engage 3–5 relevant stakeholders per target company
- Reach out through LinkedIn, email, calls, and other relevant channels
- Build relationships with decision-makers and influencers inside target accounts
- Follow up consistently and maintain outreach discipline
3. ICP-Based Prospecting
Focus prospecting around defined ICPs such as:
- Indian brands expanding to US / UK / global markets
- Brands stuck at a growth plateau
- Other ICP segments defined by leadership
4. Agency and Channel Partner Development
- Identify and approach agencies, consultants, and channel partners
- Build partnerships with firms that can use or recommend the company’s software for their clients
- Explore collaboration opportunities across Delhi, Noida, Gurgaon, Lucknow, Amritsar, Jaipur, and nearby markets
5. Marketing Coordination
- Work with the marketing team to convert MQLs into SQLs
- Use marketing inputs including newsletters, ICP lists, research support, and warm leads
- Coordinate on campaigns, founder-led content, webinars, workshops, and events
- Share field feedback to improve messaging, targeting, and conversion
6. Reporting and Review
- Submit weekly reporting on outreach, responses, meetings, presales progress, and SQL creation
- Track leading indicators, not just final outcomes
- Show directional evidence of progress through consistent execution and learning
Success Metrics / KRA
First 6 Months Primary KRA
Generate sales-qualified leads.
Phase-wise Focus
- Months 1–3: India-focused pipeline building
- Month 4 onward: Expand to international markets in addition to India
Performance Philosophy
Performance will be evaluated on:
- Quality and consistency of execution
- Directional evidence that the approach is working
- Leading indicators such as outreach, engagement, meetings, and pipeline movement
- SQL generation as the main lagging outcome metric
Closed revenue is not the primary KPI in the first phase.
Weekly KPI Plan
A. Activity KPIs
- Number of target accounts added
- Number of contacts identified
- Number of outreach messages sent
- Number of calls made
- Number of LinkedIn touchpoints completed
- Number of follow-ups completed
B. Engagement KPIs
- Response rate
- Positive response count
- Discovery / intro meetings booked
C. Pipeline / Presales KPIs
- Number of active opportunities reviewed
- Number of presales discussions supported
- Number of proposals / SOWs coordinated
- Number of opportunities moved to next stage
- Number of SQLs generated
D. Marketing Coordination KPIs
- Number of warm leads from marketing initiatives
- Speed of follow-up on warm leads
- Campaign feedback shared with marketing
- Joint initiatives supported (webinars, workshops, content-led campaigns)
E. Channel Partner KPIs
- Number of agencies / partners identified
- Number of partner outreach attempts
- Number of partner conversations initiated
- Number of partner opportunities created
Suggested Weekly Targets (starting version)
Week 1–4
- 25–40 target accounts researched
- 75–150 contacts identified
- 80–120 outbound touchpoints
- 10–20 meaningful responses
- 4–8 discovery conversations
- 1–3 SQLs
- 5+ active opportunities / presales items reviewed
- 3–5 agency/channel partner conversations initiated
These can be tightened after 3–4 weeks based on actual conversion data.
Weekly Review Format
1. Outreach Summary
- Accounts targeted
- Contacts reached
- Channels used
- Total touchpoints sent
2. Response Summary
- Replies received
- Positive responses
- Meetings booked
- Follow-ups pending
3. Pipeline Summary
- Active presales opportunities
- Proposal/SOW coordination status
- Opportunities advanced
- SQLs created
4. Marketing Coordination Summary
- Leads received from marketing
- Status of those leads
- Feedback for messaging / targeting
- New campaign ideas or support required
5. Learnings and Next Actions
- What worked
- What did not work
- Bottlenecks
- Focus for next week
Reporting Template
Weekly BD Report
- Target accounts added:
- Contacts identified:
- Outreach sent:
- Calls made:
- LinkedIn messages sent:
- Emails sent:
- Follow-ups completed:
- Responses received:
- Positive responses:
- Meetings booked:
- SQLs generated:
- Active presales opportunities:
- Proposals/SOWs supported:
- Marketing leads received:
- Partner conversations initiated:
- Key learnings:
- Priorities for next week:
30-60-90 Day Plan
First 30 Days
- Understand ICPs, offers, use cases, and sales process
- Review active pipeline and presales opportunities
- Start outbound execution and messaging tests
- Begin agency/channel mapping
- Build weekly reporting discipline
Days 31–60
- Improve response and meeting conversion
- Contribute more actively in presales coordination
- Build repeatable outbound cadences
- Start generating stable SQL flow
- Support marketing-to-sales handoff improvements
Days 61–90
- Increase SQL consistency
- Expand outreach depth and partner motion
- Start testing international opportunities
- Improve efficiency through stronger channel mix and messaging

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