Work / Case study
SDR Talk Path Companion
Built a sales-enablement tool: an interactive call-guidance widget that gives sales development reps (SDRs) consistent, situation-specific cross-sell talk paths.
Source code is private. Walkthroughs are available on request.
Business impact
Gives sales development reps consistent, situation-specific cross-sell guidance on every call, designed to make conversations repeatable and new reps productive sooner.
Problem
New SDRs needed consistent, situation-specific call guidance for cross-sell conversations.
Solution
Designed a self-contained JavaScript/HTML widget with talk paths for each client situation (for example auto-only, home-only or renter), plus keyword search and routing guidance. It's deployed on the company CMS.
Results & highlights
- Shipped in three delivery formats for CMS flexibility: Elementor embed (v1.1), Elementor widget (v1.2) and a WPCode JavaScript snippet (v1.2)
Competencies demonstrated
- Sales enablement: Talk paths for each client situation, for example auto-only, home-only or renter.
- Front-end development: Self-contained JavaScript and HTML widget with keyword search and routing guidance.
- CMS deployment: Three delivery formats: Elementor embed, Elementor widget and WPCode snippet.
- Revenue operations: Standardizes cross-sell conversations across the team.
Architecture
- Talk-path datasituations and steps
- Widget UIsearch + guided steps
- WordPress pageElementor or WPCode
Notes
- Staff routing names in the data are fictional.
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