Brag Doc Template
Sales Development Representative Brag Doc
A brag doc for an SDR is the record of pipeline contributed, meetings booked at the quality bar AEs trust, prospecting moves that worked, and the process improvements that the team adopted because of you. The work is measured but it is also crafted; the template below captures both halves.
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Sales Development Representative Brag Doc
What to include
SDR calibration is built on quota attainment, pipeline quality, prospecting craft, and team contribution. Lead with numbers (meetings booked, opportunities created, pipeline dollar value, conversion rates). Then name the specific accounts cracked, the prospecting plays that worked, and the team rituals you shaped.
Personalize
Optional · Appears in downloadThe template
Pipeline and Quota Attainment
The measured outcomes that defined the period.
- ·What was your quota and where did you land vs target?
- ·How many qualified meetings did you book? Conversion to opportunity?
- ·What was the dollar value of pipeline you contributed?
- ·What was your best month and what made it work?
- (no entries)
Prospecting Craft
Plays that worked and the accounts they cracked.
- ·What outbound play (sequence, channel, message) had the strongest reply rate this period?
- ·Name 2-3 specific accounts you cracked through unusual creativity. What worked?
- ·What account research approach gave you the most consistent results?
- ·What discipline (cadence, follow-up rule, time-of-day) did you change that moved your numbers?
- (no entries)
Meeting Quality and AE Partnership
Evidence the meetings you book convert.
- ·What is your meeting-to-opportunity conversion rate vs the team average?
- ·Which AE would say your meetings come in cleaner than the team baseline?
- ·What handoff process did you build that made AEs more effective with your meetings?
- (no entries)
Process and Team Contribution
Rituals and tools the team adopted because of you.
- ·What sequence, template, or play did you author that other SDRs adopted?
- ·What process gap did you fix this period?
- ·Who on the team did you mentor or pair with substantially?
- (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 quota.
Strong
Closed at 127% of quota (book 18 qualified meetings/month). Booked 274 meetings against a target of 216 over the half. Meeting-to-opportunity conversion was 38% vs team average of 31%; 12 opportunities became closed-won deals worth $1.4M ARR.
Weak
Was creative with outreach.
Strong
Cracked Stripe after 11 weeks of attempts. Switched from standard cadence to a 'second-line peer' play (referenced our work with the VP's former colleague at Plaid in line 1, then named a specific Stripe product their team was launching in line 3). VP replied in 14 hours. Deal closed Q3 at $340K ARR.
Weak
Helped the team.
Strong
Built the 'multi-thread before booking' sequence that I shared in the SDR Wiki in week 6. Eight other SDRs adopted it within a month. Team meeting-to-opportunity conversion went from 28% to 33% over the following quarter; SDR Manager called it the single biggest team-level lift she'd seen in 2 years.
Weak
Closed difficult accounts.
Strong
Personally cracked 4 of the 'never-replied' enterprise accounts the team had been working for 6+ months: Stripe (above), Plaid, Notion, Linear. Pattern was the same on all four: research a specific product launch in the last 30 days, reference it explicitly, send to a second-line peer rather than the buyer.
Manual template vs. Bloomly generated report
Manual brag doc
- 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 generated 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 fill out a Bloomly report. Bloomly writes it.
The template above is the manual version. Bloomly is the generated version. Thirty seconds when something good happens (speak it or type it) and at review time the entire document is in your share sheet. Same shape as the template. Your numbers, your names, your dates. Already written.
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 brag doc app replacement?▾
You can use the template manually, but it will only stay useful if you update it consistently. Bloomly is the app version: capture wins daily, then generate reports when you need them.
What should a brag doc include?▾
A strong brag doc includes dated wins, measurable impact, collaborators, skills, feedback, decisions, evidence links, and review-category alignment.
Is Bloomly a brag doc app?▾
Yes. Bloomly is a brag doc app and career journal that keeps the source material current, then turns entries into performance reports, recaps, and reusable career stories.