Sales playbook from Tom Greenwood, BDR Team Lead @Paddle
About Tom
Tom Greenwood is a BDR Team Lead at Paddle. He has been there for just over two years. This year, he averaged 145% of quota and in May alone, he hit 366%. When Tom joined Paddle, he intentionally kept his day-to-day system simple. Alongside the CRM, he built a lightweight personal cockpit in Google Sheets to stay consistent and run tight learning loops week after week..

Why you should read this ? If you’re an outbound rep who wants to consistently exceed targets by mastering habits, relevance, and time protection, this playbook is for you
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+3 years in Fintech
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Proudest Achievement
Reached 145% quota in 2025

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About Paddle
Paddle helps over 6,000 digital product companies operate and grow, automatically. As a Merchant of Record, Paddle manages the complexity of global payments and currencies, refunds, and sales tax compliance on your behalf.
ICP
Paddle’s ICP has three main verticals: AI native companies, SaaS tools and app-builders More broadly, it is any company selling software through the web store.
Deal size and segment
Tom works for company with 100+ employees. Deal size varies by vertical and customer profile, ranging from mid‑market to larger commercial opportunities.
Team structure
Tom is purely outbound. AEs have inbound and outbound. Outbound is split between Americas and Global. Paddle has started hiring reps with owned regions and languages.
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As of this year, we’ve started hiring specifically four, reps to have that owned regions.
Target
Tom optimizes for qualified meetings completed. Quality over volume.
In most sales organizations, BDRs are compensated based on the number of meetings booked and held with the right target personas - ensuring the entire team stays accountable for building a high-quality pipeline that can be converted into opportunities and, ultimately, closed deals.
Otherwise, AEs would be flooded with meaningless meetings, with little time left to focus on deals that actually generate revenue.
If it’s the wrong stakeholder, it creates rework. And if your product can’t genuinely help the company, it’s a fast disqualification.
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Then there’s two outcomes out of that. It’s either nurture or the AE owns it as an opportunity.
Tom’s most practical KPI is replies across channels. He tracks replies in one place and uses that to understand where wins are coming from (Voice notes, looms videos, human personalized linkedin message…) and what to tweak next.
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If you don’t know what your actions are resulting in you don’t know what to tweak.
Tools
Tools used
Salesforce, Gong, Cognism, Sales Navigator, lemlist
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Daily Routine
Tom’s week is designed to protect his best hours for outreach and push everything else to the afternoon.
Non negotiable outreach blocks
He says he is most productive and switched on in the mornings, so he blocks two to three hours every morning, often from 9:30 to 12:30.
He labels these blocks “do not book over”. In that time he does the work that moves his number: LinkedIn messaging and dialing. “And that is like non-negotiable. I’ll label them, do not book over.”
He places one to ones, internal meetings, and prospect meetings in the afternoon or later. His goal is to avoid reacting to a calendar that eats the day.
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I’m in control of my calendar.
Time boxing is key. Sales reps are over-solicited, both externally and internally. They need to protect their calendars. Everyone needs to understand that reps’ priority remains hitting - and exceeding - their quotas in order to generate their OTE and money for the company.
Daily and weekly activity targets he actually uses
Tom works backwards from his own stats month over month and quarter over quarter. He monitors trends in reply rate, reply to meeting rate, meeting to QMC, and onward conversion. If there is a significant drop at any step, he changes the input.
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I’ll always use my own stats to base, what should I do next month?
For the activity levels he tries to maintain:
  • LinkedIn: a consistent daily cadence of fully manual, personalized messages—kept steady week to week.
  • Phone: a daily dialing block focused on top accounts, prioritizing quality targets over extreme volume.
End of day setup
A critical part of his routine is that he sets up tomorrow today. By the end of the day, he prepares the accounts for the next day so the morning outreach block is pure outreach.
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By the end of the day, I’ve got my six accounts for the next day.
Tool Stack
Tom’s stack is worth copying because it is simple and intentional. He uses standard tools, but he is very clear on what he actually relies on every hour.
Even with a strong stack, performance often comes down to what you consistently do every day. Tom’s approach is intentionally simple: a few tools used extremely well
The tool he uses the most: Google Sheets
Tom’s first tool is Google sheets . He built his own outreach tracker and keeps it open all day. It holds him accountable to minimum activity and gives him visibility on what is working.
He uses it to track outreach across channels and centralize replies, especially because LinkedIn is hard to track cleanly inside most systems.
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That’s where I’m tracking the emails, I’m sending the LinkedIn messages, what kind of messages, phone calls, when I get replies.
Other tools
Salesforce: CRM to manage accounts, keep data clean, and filter lists.
Gong: call recording and conversation insights, plus follow up support via Gong AI.
Cognism: contact data, mainly phone numbers for calling.
Sales Navigator: find and target the right stakeholders on LinkedIn for prospecting.
lemlist (enrichment): fill missing contact data when Cognism is missing something.
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Lead sourcing and qualification
Tom’s biggest lesson is to avoid false wins. If you book meetings that get disqualified because the company cannot be serviced, you waste your own time and the prospect’s. That’s why he spends 2–3x more time on diligence than many BDRs
How he builds a list
Tom does not pretend he has a perfect system. He uses Salesforce filters, Sales Navigator, and builds focus lists around events and regions. He also uses reactive triggers like LinkedIn updates.
He frames the mindset as intent based: the timing does not need to be perfect, it needs to be good enough.
Timing signals
Tom calls timing the million dollar question and gives several concrete triggers he uses:
  • Job postings: He reads job descriptions to learn the direction of the company, then references that in outreach.
  • Increases in web traffic and changes in provider.
  • regional growth plus local payment methods as a reason to reach out when Paddle releases something new.

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Outreach strategy
Tom’s main sources are LinkedIn and phone. He also highlights events and in person as valuable, and uses voice notes and videos to stand out.
He does use emails, but says he has not fully sussed out his technique yet, and prioritizes time on what gets him to target.
On LinkedIn, he targets 20 per day and wants to keep weekly consistency.
On the phone, he calls top accounts without chasing extreme volume.
Messaging principles Tom repeats
Tom is strict about relevance. He dislikes generic follow ups like “any thoughts” or “bumping this” because they add no value.
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It’s my pet peeve when I see reps sending out any thoughts or just bumping this… It’s lazy.
He believes being human can outperform being perfect, especially with voice notes and video. He even says the cringe factor is part of why it works.
He also draws a clear line around the BDR role.
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The BDR job isn’t to sell the product. It’s just to start the conversation.
AI usecases
Tom uses Gemini in a way most BDRs can replicate quickly. He does not only use it for copy. He uses it to learn faster and keep his own skills sharp.
Coaching on real calls
After conversations with prospects, he plugs transcripts into Gemini for feedback. He also creates a Gem that looks across his last 10 calls and summarizes what to focus on, what objections he is seeing, and where he can improve.
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Every time I have a co conversation with a prospect, I’ll plug the transcripts into Gemini and be like, give me feedback.
This matters because it supplements manager coaching when time is limited.
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Managers are always gonna be the best source of learning, but they have a whole team to look out for.
Research and list generation
Tom uses Gemini to do research faster by generating similar companies to a list or a case study set.
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Give me 20. Similar companies to this list of companies
Messaging support for new reps
He believes a well trained Gemini copilot can produce messaging that is mostly there, then the rep edits to make it human.
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You can re generate some really solid messaging that’s maybe like 75% of the way there.
Learning retention
He uses Gemini to quiz himself on concepts from books and reinforce what he forgets.
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Unique strengths & differentiators
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Templates & resources
Linkedin message :
Hi {{firstName}}
Went through {{companyName}}'s checkout flow, noticed you use and maintain multiple tools like XYZ within your billing stack.
The majority of product leaders we talk to have constant headaches around dealing with billing support, which can take 10%+ of P&E's time every month to handle, causing frustrating delays.
Are you and the dev team currently finding yourselves entangled in payments rather than products?
Tom
Call Script :
Hi {{firstName}}
So I’m calling from a company called Paddle - have you heard of us?
Appreciate this is out of the blue, but I’m calling about {{companyName}}’S billing infrastructure with (E.G. STRIPE). Are you still leading ROLE?
The reason for my call today is I’ve been speaking with ROLES from VERTICAL companies today - typically hearing 3 key challenges.
  • payment failures in tricky regions
  • avoiding fines with global sales tax compliance
  • and reducing churn
Does that sound familiar?
Whats highest on the priority list?
What solutions have you tried so far?
*(probe for pains, mention similar case study with X uplift using paddle, book in)
Video on Linkedin
(Sent to VP of Growth after connecting on Linkedin)
Great to connect! Personally recorded a 50s video for you:
{{link}}
Appreciate things will be pretty hectic with the apple vs epic case updates, curious if this has put app2web on the table for {{companyName}} ?
P.S. This wasn't made by AI

Turn this playbook into your next action.

Steal & apply these 5 moves from Tom’s playbook today!
Protect morning outreach blocks and label them do not book over
Prepare tomorrow’s accounts today
Track replies across all channels, not just activity
Disqualify early using a strict checklist
Use AI as a coach with call transcripts, not only for copy