Activity
- •Dials made to 16 prospects from the MSP Expo Party List.
- •Connected with 12 prospects, leading to 5 conversations.
- •Engaged in discussions about Aura's AI digital security offerings, including identity theft protection and dark web monitoring.
- •Identified several prospects who are not actively seeking new services or are facing alternative priorities.
- •Received one explicit request to reschedule for further discussion next week via phone.
Metrics
- •Dials: 16, Connects: 12, Conversations: 5, Meetings: 0
- •Connect Rate: 75%
- •Conversation Rate: 41.7%
- •Meeting Rate: 0%
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Aura MSP Expo Party List | 16 | 12 | 5 | 0 |
Dispositions
- •Connected6
- •Not Qualified4
- •Bad/Wrong Number3
- •Busy1
- •Gatekeeper1
- •Using Competitor1
Client feedback
- •Several prospects indicated they are not qualified (retired, not actively seeking new business, no current need for services).
- •Some prospects are already using competitors.
- •One prospect requested an email follow-up due to being busy with a large project.
- •General sentiment indicates a need to re-engage prospects around their specific business needs rather than general security pitches.
Bottlenecks
- •High number of prospects identified as 'not qualified' or 'retired', indicating potential list accuracy issues.
- •Difficulty converting conversations into meetings, suggesting a need to refine the value proposition or targeting.
- •Several bad or wrong numbers on the list are impacting efficiency.
- •Some prospects expressed being too busy or having other priorities, hindering deeper engagement.
Next actions
- •Review and refine the ICP to better target prospects from similar event lists.
- •Develop more tailored opening lines and value propositions to address prospect priorities.
- •Conduct further list scrubbing to improve data accuracy and reduce bad numbers.
- •Follow up with Hope Thatcher as requested next Monday to continue the conversation.
Action items by department
List Building
- •Re-evaluate the sourcing criteria for future event-based lists.
- •Implement additional verification steps to reduce bad/wrong numbers.
Strategy
- •Analyze call transcripts to identify common objections and refine messaging.
- •Adjust the ideal customer profile to better align with current market needs.
Cold Calling
- •Focus on discovery questions earlier in the call to quickly qualify/disqualify prospects.
- •Experiment with different call openings to improve engagement and overcome 'busy' objections.
Email
- •Draft a compelling follow-up email for Wendy Oswald as requested.
- •Develop an email sequence for busy prospects who prefer written communication.
Customer Success
- •Share qualitative feedback from calls to inform product positioning and marketing.
Hi Aura Team,
We wanted to provide you with an update on our cold calling efforts for the past week, focusing on the leads from the MSP Expo Party List. We dialed 16 prospects from this list, leading to 12 connections and 5 conversations. While we didn't book any meetings this week, we gathered valuable insights into prospect sentiment and challenges.
Our calls revealed that a number of prospects identified as 'not qualified'—either retired, not actively seeking new services, or already utilizing a competitor. We also encountered a few bad numbers, which we'll address to improve efficiency. One positive note is that we have a follow-up call scheduled for next week with Hope Thatcher, who requested a reschedule due to her current project workload. We also received an explicit request for an email follow-up from Wendy Oswald.
Moving forward, we're focusing on refining our targeting and messaging based on this feedback. We'll be working with our List Building team to ensure higher data accuracy, and our Strategy team will help us craft more precise value propositions to connect with qualified prospects more effectively. Our cold calling team will integrate new approaches to better engage busy prospects and accelerate qualification.
We appreciate your continued partnership and are committed to optimizing our approach to drive better results. We'll be in touch with updates on these actions.
Best regards,
The BizDev Labs team