Outbound Wiki

SDR candidate sourcing

Finding potential SDR candidates through job boards, referrals, recruiters and outbound recruiting.

Candidate sourcing works when you treat it as a search you can run. Start with the person you want, choose the places that can produce that person, then give the strongest lane enough attention to learn from it. Use the prospecting discipline you expect from your sales development team. Recruiters can act as the SDRs who find people.1 Outbound is the source you can control most directly.2 Keep inbound and referrals in the mix. The three routes are outbound, inbound, and referrals.3

Define the candidate profile

Before you open channels, make the target concrete enough that someone else could recognize a good fit. Let the profile guide where you search and what you keep from the first list.

Candidate sourcing should move from an ideal candidate profile to the traits of that person, a search, and a list.4 Before starting the search, identify the characteristics and soft skills that fit the team and decide how to seek them actively.5

Write down the traits that must show up in the work, then separate them from traits you can teach after someone joins. Ask what this person would have done to show the traits, where someone with those signals would spend time, and what would make a candidate worth contacting before an application arrives.

Keep the profile open enough to find people who can grow into the work. The available pool may contain almost no people with experience.6 Training can develop skills and tools can be supplied; natural passion and perseverance are harder to create.7 Use that constraint to source for the traits you wrote down, then test whether each person shows them.

Build the source plan

Once the profile is clear, turn it into a source plan you can run every week. Give each lane a purpose, an owner, and a record of the people it produces.

Common sources include internal and external recruiters and job boards.8 A wider mix can include job posting boards and aggregators, social media, networking, associations, and direct recruiting.9 When you need more qualified applicants, use more sources.10

Create a simple record for each lane. Track where a candidate came from, which profile signals caused you to keep them, whether they replied, and whether they moved forward. This lets you compare source quality with the profile you care about and avoid counting names that never fit.

Each week, ask which lane you can work consistently, which source gives you enough context to judge fit, and where you are getting volume without enough people who match the profile. Use the answers to change the search. If a source produces names but no useful signals, adjust the message or move effort to a better place.

Run outbound candidate sourcing

Outbound lets you choose who enters the search. The work is closer to prospecting than to waiting for applications, so use the same discipline your team already knows.

Take what you tell your SDRs to do and apply it to candidates.11 Determine how to target the individuals who match your profile.12 Once you know what you want and where to look, post the job, find candidates and resumes, contact the best people you find, and send networking emails.13

Start with a target list built from the profile. For each person, write down the signal that earned their place and the reason the role may matter to them. Use that context in the message. A generic request makes the recipient do the work of understanding why you reached out.

Move on when the person responds with enough information to judge fit or agrees to a conversation. Keep the list active when the person is a reasonable match but has not replied. Remove people who fail the profile so later outreach stays focused.

Work inbound without losing the profile

Inbound creates reach, and reach brings sorting work with it. Treat applications as names to review against the profile, not as proof that the person fits.

Posting a job description on job boards can bring many qualified and unqualified candidates.14 Review each applicant against the traits and soft skills you chose before opening the search. Recruitment should evaluate more than results and data.15

Impressive sales experience on paper does not establish that a candidate has the traits needed for your business.16 Look for evidence that connects the person to the work you need done. Ask what they have learned, how they handled difficult work, and what their examples reveal about the profile.

Candidates may say what they think you want to hear, so take a tactical approach.17 Use the application to decide whether the person deserves direct contact, then use that contact to test the signals that mattered when you built the profile.

Use referrals for access and context

Referrals work best when they give you information you would struggle to get from a cold name. Ask for the connection and the reason behind it.

Employee referral programs can provide easier access to qualified candidates.18 A referral also gives context about who knows the candidate, how they know the candidate's work, and why they believe the candidate fits the role.19

Ask the referrer how they know the person, what work they have seen, and which part of the profile makes them recommend the candidate. Then contact the candidate with that context in mind. A referral can earn attention quickly, while the profile still decides whether the person belongs in the process.

What not to do

These mistakes make sourcing look busy while leaving you with weak reasons for contacting people.

Do not let a LinkedIn profile or promises of instant results stand in for a structured recruitment process.20 A strong record at another company does not establish that the person can pitch successfully to your target market.21 Do not treat call center workers as automatic fits for SDR roles because they may bring habits from a different process that need to be removed.22 Do not accept a polished answer as proof of fit when the candidate may be telling you what they think you want to hear.17 Previous SDR-related experience may leave you controlling bad habits later, so do not assume it is an automatic advantage.23

Sources

  1. 1
    “Recruiters are my SDRs that find people.”
  2. 2
    “The number one that you can control is your outbound.”
  3. 3
    “Number one is outbound, number two is inbound, and number three is referrals.”
  4. 4
    “You figure out your ICP, you find the traits of that lead, you go do a search, you create”
  5. 5
    “Before starting your search, you must first understand what characteristics and soft skills fit your team as well as how to actively seek them out.”
  6. 6
    “There are almost zero people with experience on the market”
  7. 7
    “Training can develop the candidate’s skill set and building their tech stack can give them all of the tools needed to get the job done, but igniting the natural passion, perseverance, and qualities needed in a successful salesperson is much harder.”
  8. 8
    “Internal and external recruiters, LinkedIn, Indeed, and other job boards are the most common.”
  9. 9
    “I look at job posting boards and aggregators, Social Media, networking, associations, use direct recruiting and many, many more.”
  10. 10
    “So, you need more qualified applicants? Then, you better use a lot more sources.”
  11. 11
    “Take what you're telling your SDRs to do and go do it on candidates.”
  12. 12
    “targeting those individuals.”
  13. 13
    “Once you are clear on what you want and where to look, get moving! Post your job, find candidates and resumes, and reach out to the best you find. Put out a few networking emails.”
  14. 14
    “It gets posted on all key job boards such as AngelList, LinkedIn, etc., which obviously brings in a flood of qualified and unqualified candidates.”
  15. 15
    “When it comes to developing your SDR recruitment process, don’t underestimate the importance of digging beyond results and data.”
  16. 16
    “A candidate may have impressive sales experience on paper, but do they have the right traits to work at your business?”
  17. 17
    “After all, a candidate will say what they think you want to hear, so you must be more tactical about your approach.”
  18. 18
    “Easier Access to Qualified Candidates”
  19. 19
    “A referral creates sourcing and context evidence: who knows you, how they know your work, and why they believe you fit the role.”
  20. 20
    “It can be all too tempting to browse someone’s LinkedIn profile and be lured in by promises of instant results, yet forgoing a structured SDR recruitment process could be your downfall.”
  21. 21
    “While they may have been top of the leaderboard at their previous company, do they have the skills and qualities necessary to successfully pitch to your specific target market?”
  22. 22
    “Forget about it, they’re used to executing a totally different process and have developed a lot of bad habits that you’ll need to get rid of.”
  23. 23
    “If you hire such people, after some time you’re going to realize that you additionaly have to control their bad habits.”