Work / Case study

SDR Talk Path Companion

Shipped Shipped August 21, 2026 JavaScript

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.

3delivery formats for the CMS
Screenshot of SDR Talk Path Companion

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

  1. Talk-path datasituations and steps
  2. Widget UIsearch + guided steps
  3. WordPress pageElementor or WPCode
Design-level view. Hostnames, addresses and account details are intentionally omitted.

Notes

  • Staff routing names in the data are fictional.

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