Cold Call Reporter by BizDev Labs
Cleo Health · 7/7/2026, 3:02:22 PM

Cleo Health: Cold Call Recap (July 1st)

Activity
  • 55 total dials were attempted on your behalf.
  • We connected with 5 prospects.
  • 2 conversations lasted longer than 60 seconds.
  • One prospect indicated willingness for a follow-up call.
  • Another prospect expressed strong disinterest and requested removal from our list.
Metrics
  • We completed 55 Dials.
  • We achieved 5 Connects (9.1% connect rate, 5/55).
  • We had 2 Conversations (40.0% conversation rate, 2/5).
  • No Meetings were booked (0.0% meeting rate, 0/2).
Sequences run (1)
SequenceDialsConnectsConvosMeetings
Cleo New Targeted List55520
Dispositions
  • No answer50
  • Connected3
  • Not Qualified2
Client feedback
  • Many calls resulted in no answer, suggesting potential list hygiene issues or suboptimal calling times.
  • One prospect (Timothy Derby) indicated previous contact and noted they would pass our information on.
  • One prospect (Hollie Welch) stated that coding was not within her department and requested list removal.
  • One prospect (Steve Russell) responded negatively to the cold call approach.
Bottlenecks
  • High volume of 'no answers' is impacting connect rates.
  • Some prospects indicated the outreach was not relevant to their department.
  • Negative feedback on the cold call approach from one prospect.
Next actions
  • Continue to work through the 'Cleo New Targeted List' to maximize contact attempts.
  • Analyze calling patterns to identify optimal times for higher connect rates.
  • Refine messaging to better qualify prospects upfront and avoid misdirected outreach.
  • Develop alternative approaches for prospects who are unreceptive to cold calls.
Action items by department
List Building
  • Review contact details and titles for accuracy to improve targeting.
  • Assist in identifying correct departments for product relevance.
Strategy
  • Re-evaluate ideal customer profile based on disposition feedback.
  • Brainstorm alternative engagement strategies for prospects unreceptive to cold calls.
Cold Calling
  • Adapt call scripts to address feedback regarding relevance and directness.
Hi Cleo Health Team, We wanted to provide you with a quick update on our cold calling efforts for the 'Cleo New Targeted List' this past July 1st. In total, we attempted 55 dials, resulting in 5 connects and 2 conversations that lasted over 60 seconds. While we didn't book any meetings this time, we did gather some valuable insights into the market's initial reactions. We observed a high number of 'no answers' across the board, which is an area we're looking to improve. Interestingly, a few prospects indicated that our outreach wasn't directly relevant to their department, or in one instance, a prospect even recalled a previous call. We also encountered some direct disinterest, and one prospect requested to be removed from our calling list entirely. Moving forward, we're focusing on refining our approach. This includes analyzing calling times to boost our connect rate, adjusting our messaging to ensure it resonates more effectively with the right decision-makers, and exploring alternative engagement methods for those who prefer not to be cold-called. We'll be working closely with our List Building and Strategy teams to incorporate this feedback into our next steps. We appreciate your continued partnership and are committed to optimizing these efforts for stronger results. The BizDev Labs team