Your performance is measured through a small set of clear daily metrics. These metrics help ensure consistent outreach and allow us to support you effectively.
1. What You Must Track Every Day
You are required to track the following metrics daily:
A. Cold Calls Made
The total number of cold calls you completed that day.
B. Decision-Makers Spoken To
How many actual decision-makers you reached (e.g., owner, partner, director).
Receptionists or staff do not count toward this metric.
C. Appointments Booked
How many qualified appointments you successfully booked that day.
D. Appointments Confirmed
Any appointments you confirmed for the following day.
E. Notes / Issues
Anything important that came up (objections, lead quality issues, feedback, etc.).
2. Daily Tracking Sheet
You will record all daily metrics in the tracking sheet provided below:
👉 Daily Tracking Link: Daily Performance Tracker
This sheet must be updated before your shift ends each day.
3. Weekly Expectations
Your weekly benchmarks are:
10 qualified appointments per week
2 qualified appointments per day
Consistent cold calling activity
Speaking with a strong number of decision-makers
Reliable daily reporting
These targets help keep the workflow steady and predictable.
4. Daily End-of-Shift Slack Message
At the end of every workday, you must send this message in the Sales Slack Channel:
DAILY END-OF-SHIFT REPORT
Date:
Total Cold Calls Made:
Decision-Makers Spoken To:
Appointments Booked Today:
Appointments Confirmed for Tomorrow:
Notes / Important Issues:
Example:
Date: Jan 5
Total Cold Calls Made: 72
Decision-Makers Spoken To: 11
Appointments Booked Today: 2
Appointments Confirmed for Tomorrow: 1
Notes: Several busy signals today. One strong lead wants to talk again tomorrow at 10am.