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Weekly SDR leaderboard digest (top performers by activity) sent to the team

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

Contact5 stepsUpdated for HubSpot seat pricing
OutcomeThe whole SDR team gets a weekly ranked view of who logged the most calls and emails, building visible momentum without anyone manually pulling a report and formatting it.
Workflow mapsales-ops-046
Weekly schedule fires leads to Already run this week?. Already run this week? leads to Yes: End, no action; No: Custom code: rank reps by activity. Custom code: rank reps by activity leads to Email leaderboard to team. Email leaderboard to team leads to Set Leaderboard run date. Yes No Weekly schedule fires Already run this week? End, no action Custom code: rank reps by activity Email leaderboard to team Set Leaderboard run date
Weekly schedule fires leads to Already run this week?. Already run this week? leads to Yes: End, no action; No: Custom code: rank reps by activity. Custom code: rank reps by activity leads to Email leaderboard to team. Email leaderboard to team leads to Set Leaderboard run date. Yes No Weekly schedule fires Already run this week? End, no action Custom code: rank reps by activity Email leaderboard to team Set Leaderboard run date

When to use it, when not to

Use it

  • Use it as a lightweight motivational layer once sales-ops-023 (the manager-only activity digest) is already running and the team culture supports friendly visibility into individual numbers.
  • Use it when activity volume (calls and emails logged) is a fair proxy for effort on your team; it says nothing about quality or outcomes, only volume.
Read more on when to use itShow less

Skip it

  • Do not use it if ranking reps publicly could create unhealthy pressure on a team that is still ramping or going through a rough patch; check with the SDR manager before turning this on.
  • Do not use it as a replacement for coaching or 1:1s; a leaderboard highlights who is active, not who is doing it well.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 5 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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