Self-Review Template
Sales Development Representative Self-Review
A self-review for an SDR is calibration on the work behind the numbers. The metrics (meetings booked, pipeline, opportunities) are already in the dashboard; what your manager wants from you is the judgment that produced them. Which plays you scaled. Which accounts you cracked and how. What you'd do differently. The template below structures that case.
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Sales Development Representative Self-Review
What to include
Lead with quota attainment and pipeline. Then add the moves that made those numbers possible. Be specific about plays (sequence, message, channel, time-of-day), specific about accounts cracked, and specific about what you'd change for next period. Honesty about months that did not hit reads as senior.
Personalize
Optional · Appears in downloadThe template
Quota and Pipeline
The numbers and how they got there.
- ·Where did you land vs quota? What was the trajectory across the period?
- ·Which months were strongest and what made them work?
- ·Which months missed and what did you learn?
- (no entries)
Prospecting Judgment
Plays you scaled and plays you killed.
- ·What outbound play did you double down on this period because the data showed it working?
- ·What play did you abandon and what did you learn?
- ·What account-research pattern is now standard in your daily work?
- (no entries)
AE Partnership
Evidence the meetings you book convert into deals.
- ·What handoff change did you make that improved AE effectiveness with your meetings?
- ·Which AE on the team would say working with you raised the meeting-quality bar?
- (no entries)
Priorities for the Next Period
What you want to be the SDR who's known for next.
- ·What is the one play or discipline you want to build into a habit next period?
- ·What part of the role do you want to stretch into (account exec readiness, manager track, vertical specialization)?
- ·What manager support do you need to do this well?
- (no entries)
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Generated via Bloomly, a career journal for iPhone. Bloomly writes this document for you from your daily entries; the template is the manual version. Bloomlyjournal.cc
Weak vs. Strong bullets
The format does the easy part. The bullets carry the weight. A few examples to set the bar.
Weak
Hit my number.
Strong
Closed at 127% of quota. Strongest month was October (147%, driven by the multi-thread sequence I authored in week 6 hitting full adoption). Weakest was August (78%) when I leaned too hard on a new channel (LinkedIn voice notes) that did not produce. Cut the channel in week 3 of September and recovered in October.
Weak
Grew as an SDR.
Strong
Moved from 'cadence-runner' to 'play-builder' this period. The inflection was the multi-thread sequence: I noticed the strongest replies were coming from a specific pattern, codified it as a 4-step sequence, A/B-tested it for 3 weeks, then shared it with the team. The shift from running plays to building them is what I want to keep doing.
Weak
Helped teammates.
Strong
Paired with 2 new SDRs (Marcus and Sarah) through their ramp this half. Marcus hit quota in month 3 (median is month 5). Sarah is on track to hit quota in month 4. The 'multi-thread before booking' sequence I shared in the wiki is now standard for new-hire onboarding per SDR Manager request.
Manual template vs. Bloomly generated report
Manual self-review
- Works when you already remember the right examples.
- Requires manual sorting, rewriting, and evidence cleanup.
- Best for a one-time draft or printable structure.
Bloomly performance report
- Starts from the work you captured when it happened.
- Organizes entries by goals, skills, impact, and review period.
- Turns daily evidence into shareable summaries and PDF reports.
You don't write the self-review. Bloomly does.
Bloomly's Performance Report IS the self-review, generated. Thirty seconds when something good happens (speak it or type it) and at review season the full narrative is ready: accomplishments, growth, multiplier effect, next-period priorities. Your numbers, your names, your dates. Already calibrated.
Get Bloomly for iPhoneFree to start · iPhone · iOS 17+
Build the evidence before you need the template
Templates help with format. A career journal helps with memory. Use these pages together: learn the structure, generate a quick outline, then keep the source material current in Bloomly.
Frequently asked questions
Can I use this as a Sales Development Representative performance review tracker?▾
Yes. Use the template as the final review structure, then keep a running weekly career journal so the examples, metrics, and feedback are ready before review season.
Is Bloomly a performance review tracker?▾
Yes. Bloomly tracks work entries over time and turns them into performance reports, period recaps, and review-ready summaries.
How does a career journal app help with self-reviews?▾
A career journal app keeps dated wins, goals, skills, and examples close to the moment they happen. That makes the self-review less dependent on memory.