SDR Cold Call Manager Template
Give every SDR an access key, their own lead list, and a call log — and run the whole outbound motion from one base.
What is this SDR cold call template
SDR Cold Call Manager is a complete, ready-to-run outbound system — not a shared spreadsheet your reps have to fight over. The moment you copy it into your workspace, you get a lead book, a call log, a rep roster, and a rep-facing app that are already linked together, so a team can start dialing and recording calls in minutes instead of bolting a process onto a spreadsheet.
In practice, the Leads table is the book of business: each lead carries a 6-stage Status from New to Converted, a Priority, and a Days Since Last Contact formula that surfaces leads going cold. Reps log every dial in the Call Logs table with a real Outcome — Connected, Voicemail, Meeting Scheduled — linked back to both the lead and the SDR. Each rep has an Access Key on the SDRs table, and the Cold Calling App uses it to scope the view so a rep sees only their own leads, never a teammate's.
It's built for SDR and BDR teams, the managers who coach them, and founders running their own outbound. Use it as-is with the per-SDR views and app already set up, or adapt the statuses, outcomes, and cadence to match the motion your team actually runs.
What's inside
Three linked tables plus a rep-facing app, already wired together. Leads link to the SDR who owns them and to every call made against them, so a manager sees the whole picture and a rep sees only their own book.
Leads
Your outbound book as a table. Every lead carries a 6-stage status (New through Converted), a priority, company size, contact details, and follow-up dates. Formulas roll up the full name and the days since last contact, so stale leads surface themselves.
- 6-stage status from New to Converted
- High / Medium / Low priority on every lead
- Next Follow-Up date keeps the cadence honest
- Per-SDR grid views — each rep sees only their leads
Call Logs
Every dial, recorded. Each log captures the date, duration, outcome (Connected, Voicemail, No Answer, Busy, Wrong Number, Meeting Scheduled), notes, and a follow-up flag — linked back to both the lead and the SDR who made the call.
- 71 sample call logs to model the format
- Six real outcomes, from Connected to Meeting Scheduled
- Follow-Up Required checkbox flags the next touch
- Linked to lead and SDR for clean reporting
SDRs
The roster. Each rep has a name, email, an access key, and an active flag. Leads link back here, and a rollup counts how many each rep owns — so workload balance is one glance away.
- 4 sample SDRs ready to replace with your team
- Access Key field powers the app login
- Leads Count rollup shows each rep's book size
- Active checkbox to offboard without deleting history
Cold Calling App
The rep's daily workspace, not a spreadsheet. An SDR enters their access key, sees only the leads assigned to them, and logs calls against them — no scrolling past a teammate's book, no editing the wrong row.
- Access-key login scopes the view to one rep
- Reps see only their own leads
- Log a call in a couple of taps
- Built on Teable apps — no separate tool to buy
Every field an outbound team actually tracks
The Leads table ships with seventeen fields covering a prospect from first dial to converted. Rename them, trim the ones you don't need, or add your own — the structure is a starting point, not a straitjacket.
| Field | Type | What it's for |
|---|---|---|
| First Name | Text | The contact's first name — how you open the call. |
| Last Name | Text | Pairs with First Name to build the full name. |
| Work Email | Text | Where the follow-up email goes after the call. |
| Company Name | Text | The account behind the contact. |
| Company Size | Single select | 1-10 / 11-50 / 51-200 / 201-1000 / 1000+ employees — qualify fit before you burn a dial. |
| Job Title | Text | Know if you're talking to the decision-maker. |
| Phone | Text | The number you're dialing. |
| Status | Single select | New / Contacted / Qualified / Not Interested / Callback Scheduled / Converted — the pipeline backbone. |
| Priority | Single select | High / Medium / Low — who gets called first today. |
| Last Contact Date | Date | When you last touched them — the input for staleness. |
| Next Follow-Up | Date | The committed next touch — keeps the cadence honest. |
| Notes | Long text | Context from prior conversations, kept next to the deal. |
| Total Calls | Number | How many dials this lead has taken — persistence, quantified. |
| Assigned SDR | Link | Which rep owns the lead — feeds the per-SDR views and the app login. |
| Call Logs | Link | Jumps to every call made against this lead. |
| Full Name | Formula | First + last, assembled automatically for display. |
| Days Since Last Contact | Formula | Counts the days since your last touch — stale leads surface themselves. |
Why teams run outbound on this template
Most call trackers stop at a shared spreadsheet. This one scopes each rep to their own book and logs every dial against the lead it belongs to.
Access-key login per rep
Each SDR enters their own key and sees only their leads — no more filtering a shared sheet to find your name.
Per-SDR views out of the box
Grid views for each rep ship with the base, so the manager sees everything and each rep sees their own book.
Outcomes you can count
Six call outcomes on every log mean connect rates and meetings booked are a summary away, not a manual tally.
Follow-ups that don't slip
Next Follow-Up dates plus a days-since-last-contact formula flag the leads going cold before they die.
A ready-made book of business
40 sample leads and 71 call logs show the format — swap in your own list and start dialing today.
Everything linked, nothing retyped
Leads link to their SDR and their calls; rollups count each rep's book. The data stays in sync both ways.
Who it's for
Any team that lives on the phone and has outgrown tracking dials in a shared spreadsheet or a rep's memory.
SDR & BDR teams
Reps get their own login and lead list; managers get the full board. Run the daily call block from one base.
Sales managers
See every rep's book size, call volume, and outcomes at a glance — coach from data, not from gut feel.
Founders doing their own outbound
One person, one list, one call log. Track every dial and follow-up without paying for a full sales engagement platform.
How to use this template
From zero to your reps logging calls on their own leads in about ten minutes.
- 1
Click "Use template"
The whole base — SDRs, Leads, Call Logs, and the Cold Calling App — copies into your workspace. The free tier is plenty to start.
- 2
Set up your reps
Replace the 4 sample SDRs with your team — name, email, and an access key each. The key is what they'll use to log into the app.
- 3
Load your lead list
Swap the 40 sample leads for your real prospects and assign each to an SDR. The per-rep views and the app update automatically.
- 4
Start dialing and logging
Reps open the Cold Calling App, enter their access key, and log each call's outcome against the lead. Managers watch the board fill in.
Make it yours with Teable AI
The template is the starting point, not the ceiling. Teable builds AI into every table — reshape the stages by describing your cadence, pull your prospect list in, and let AI prep the next call. Four ways to turn this call tracker into yours:
Reshape the lead stages
Status is a normal select field. Tell Teable AI the stages your cadence actually uses and it rewrites the options — the per-SDR views and the app adapt on their own.
Bring your prospect list in
Don't retype a single row. Connect & Migrate pulls your prospects out of CSV or Excel, maps the columns onto the Leads fields, and can assign each one to an SDR.
Let AI prep the next call
Every lead's Notes and Call Notes hold the last conversation. Point AI at them and it drafts a personal opening line, so no rep dials cold into a warm lead.
Automate the follow-up nudge
Super Automation turns a sentence into a running workflow. Watch Days Since Last Contact so a lead never goes quiet without the owner hearing about it.
Frequently asked questions
Is this cold call template really free?
Yes. The template copies into a free Teable workspace, and the free tier covers the tables and the Cold Calling App for a small team. You only upgrade if you outgrow the row or attachment limits.
How does the access-key login work?
Each SDR has an Access Key on their record in the SDRs table. In the Cold Calling App they enter that key, and the app scopes the view to only the leads assigned to them — so reps see their own book, not the whole list.
Can I change the lead statuses or call outcomes?
Absolutely. Status and Outcome are single-select fields — rename options, add new ones, or trim to the ones your team actually uses. The views and the app adapt immediately.
How is this different from a call-tracking spreadsheet?
Three ways: leads link to their SDR and every call made against them, the app scopes each rep to their own book with an access key, and formulas flag stale leads automatically. A spreadsheet holds the data; it can't scope access or do the follow-up math.
Can I import my existing lead list?
Yes. Import a CSV into the Leads table, map your columns to the fields, then assign each lead to an SDR. The per-rep views and the app pick them up straight away.
What happens when the team grows?
Keep going. Add reps to the SDRs table, build a dashboard app for connect-rate reporting, or use Teable's API to sync with your dialer or CRM. The template is a starting base, not a ceiling.
Book more meetings with it
Duplicate SDR Cold Call Manager into your workspace and put your reps on the phones today.
