Activity
- •Dials made: 8 attempts to reach prospects
- •Connects achieved: 3 prospects picked up the phone
- •Conversations held: 2 discussions lasted over 60 seconds
- •Meetings booked: 0 new meetings scheduled
- •Engaged with CISOs from various companies
Metrics
- •Dials: 8, Connects: 3, Conversations: 2, Meetings: 0
- •Connect rate: 37.5% (3 Connects / 8 Dials)
- •Conversation rate: 66.7% (2 Conversations / 3 Connects)
- •Meeting rate: 0% (0 Meetings / 2 Conversations)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Artemis BlackHat List | 8 | 3 | 3 | 0 |
Dispositions
- •Bad/Wrong Number5
- •Not Qualified3
Client feedback
- •Several prospects indicated wrong numbers or requested email-only contact.
- •Prospects were not always qualified for Artemis's services or had existing solutions.
- •Resistance encountered regarding attendance at the Black Hat conference.
Bottlenecks
- •High rate of bad/wrong numbers on the prospect list.
- •Prospects indicating they prefer email or are not the right contact.
- •Difficulty in connecting with qualified decision-makers.
Next actions
- •Cleanse the prospect list to remove bad numbers.
- •Refine targeting to focus on more relevant leads.
- •Develop email follow-up strategies for prospects who prefer that channel.
- •Adjust messaging to address common objections encountered.
Action items by department
List Building
- •Review and cleanse the 'Artemis BlackHat List'.
- •Source new, verified contact numbers.
Strategy
- •Re-evaluate ideal customer profile (ICP) based on feedback.
- •Refine positioning and objection handling.
Email
- •Draft tailored email sequences for prospects requesting email communication.
Hi Artemis,
We're writing to share an update on our cold calling efforts for the week of July 6th, focusing on the Artemis BlackHat List. We made 8 dials, resulting in 3 connects and 2 conversations. While we didn't book any meetings this week, we've gathered valuable insights from these interactions.
A key theme we observed was a high number of bad or wrong numbers, which impacted our connect rate. We also encountered prospects who were either not qualified or preferred communication via email, as well as some who indicated they would not be attending Black Hat. This feedback is crucial for refining our approach.
Moving forward, we'll be working closely with our List Building team to improve data quality and our Strategy team to fine-tune our messaging and targeting. We'll also be preparing email follow-ups for prospects who expressed a preference for that channel. We remain committed to optimizing our outreach and will keep you informed of our progress.
The BizDev Labs team
Activity
- •Dials made: 4
- •Connects achieved: 4
- •Conversations held: 2
- •No meetings booked this week
- •Identified several wrong numbers and unqualified contacts
Metrics
- •Dials: 4, Connects: 4, Conversations: 2, Meetings: 0
- •Connect rate: 100% (4/4)
- •Conversation rate: 50% (2/4)
- •Meeting rate: 0% (0/2)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Artemis Mid Market | 4 | 2 | 2 | 0 |
Dispositions
- •Not Qualified2
- •Bad/Wrong Number2
Client feedback
- •Several prospects identified as wrong numbers or not qualified.
- •Prospects indicating no decision-making power for the discussion.
Bottlenecks
- •A significant portion of dialed numbers were either incorrect or reached unqualified individuals.
- •Current contact list quality seems to be impacting conversation potential.
Next actions
- •Reviewing and cleansing the existing contact list for accuracy.
- •Refining target ICP for future outreach efforts.
- •Focusing on improving qualification criteria during initial calls.
Action items by department
List Building
- •Review current lists for accuracy and update invalid numbers.
- •Research and build new lists aligned with refined ICP.
Strategy
- •Collaborate on refining the Ideal Customer Profile.
- •Adjust messaging to better qualify prospects initially.
Cold Calling
- •Focus on tighter qualification using revised criteria.
- •Experiment with new opening lines to pre-qualify.
Hi Artemis,
We wanted to send a quick update on our cold call outreach for the week of July 6th. We made 4 dials, achieving a 100% connect rate with 4 connects. From these, we had 2 conversations, but we were unable to book any meetings this week. The 'Artemis Mid Market' sequence accounted for all activity with 4 dials, 2 connects, and 2 conversations.
Our initial calls highlighted some list quality concerns, with half of our contacts being wrong numbers or not qualified. This is slowing down our progress in reaching the right people and converting connects into valuable conversations. We're actively working to address this.
Moving forward, we're going to refine our target Ideal Customer Profile and review the current contact lists to ensure we're reaching more relevant prospects. Our List Building team will focus on cleansing data and sourcing higher-quality contacts, while our Strategy team will help us hone our messaging for better qualification. We're confident that these adjustments will improve our efficiency and results in the coming weeks.
The BizDev Labs team
Activity
- •Completed 20 dials targeting your Kaseya list.
- •Connected with 11 prospects, leading to 2 conversations.
- •Successfully booked 1 meeting from conversations.
- •Identified a high number of bad or wrong numbers, impacting efficiency.
Metrics
- •Dials: 20, Connects: 11 (55% connect rate)
- •Conversations: 2 (18% conversation rate), Meetings: 1 (50% meeting rate)
- •One meeting booked with Peppertree Technology Solutions.
- •Average call duration of connects was short, indicating quick disqualification or wrong numbers.
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Aura Kaseya List | 20 | 11 | 2 | 1 |
Dispositions
- •Bad/Wrong Number8
- •Connected7
- •Busy1
- •Not Qualified1
- •Send More Info1
- •Using Competitor1
- •Connected - Meeting Booked1
Client feedback
- •A significant portion of numbers were bad or incorrect.
- •Some prospects indicated they are not currently looking for new solutions or requested follow-up at a later date.
- •One prospect is actively using a competitor.
- •Good reception when we connected with decision-makers.
Bottlenecks
- •High percentage of incorrect or bad phone numbers on the current list.
- •List quality is impacting connect rates and overall efficiency.
Next actions
- •Immediately auditing and cleaning the current Kaseya prospect list.
- •Prioritizing reaching out to prospects who requested more info or a future callback.
- •Strategizing on messaging to better articulate value proposition early in calls.
- •Exploring additional data sources for higher quality contact information.
Action items by department
List Building
- •Audit and clean the current Kaseya list.
- •Source new, verified contact data.
Strategy
- •Review current messaging and script for early disqualification and value communication.
Cold Calling
- •Focus on follow-ups for 'Send More Info' and 'Busy' dispositions.
- •Reinforce handling objections around 'not looking for new solutions'.
Client
- •Provide insights on ideal customer profile refinement.
Hi Aura Team,
We wanted to share a quick recap of our cold calling efforts on your behalf for the past week. We executed 20 dials targeting the Aura Kaseya List, resulting in 11 connects and 2 conversations. We're pleased to report that this activity led to one booked meeting with Peppertree Technology Solutions, which is a fantastic start and shows the potential when we connect with the right prospects.
While we secured a meeting, we observed a significant number of bad or incorrect phone numbers, which impacted our overall connect rate. This data cleanliness issue is a primary bottleneck we're addressing to improve efficiency and focus on quality engagements moving forward. We also noted some prospects were not ready for new solutions or requested follow-up at a later date.
Moving forward, we are immediately initiating an audit and clean-up of the Kaseya list with our List Building department to ensure higher quality data. Our Strategy team will also review our messaging to enhance our value proposition as we continue to reach out. We're committed to optimizing this outreach and will keep you closely informed of our progress. We will be prioritizing follow-ups for those who requested more information or future calls.
The BizDev Labs team
Activity
- •Dials made: 16
- •Connected with 12 prospects from the MSP Expo prospecting list
- •Engaged in 5 conversations lasting over 60 seconds
- •Identified several prospects as 'Not Qualified' due to retirement or lack of need
- •Encountered a few bad numbers preventing connection
Metrics
- •Dials: 16
- •Connects: 12 (75% connect rate)
- •Conversations: 5 (41.7% conversation rate)
- •Meetings: 0 (0% meeting rate)
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 were retired or not actively seeking new services
- •Some prospects were in the middle of projects and preferred email follow-ups
- •One prospect is using a competitor
- •General sentiment indicates the offer may not align with current priorities for some contacts
Bottlenecks
- •High number of prospects identified as 'Not Qualified' or retired
- •Challenges in converting conversations to meetings
- •Need to refine targeting for prospects from the MSP Expo list
Next actions
- •Follow up via email with prospects who requested it
- •Revisit targeting criteria for future outreach from the MSP Expo list
- •Analyze call transcripts for common objections and refine pitch
- •Prioritize follow-ups for prospects open to future conversations
Action items by department
Strategy
- •Review 'Not Qualified' dispositions to refine ICP and messaging
- •Develop alternative angles for engaging semi-retired or less active MSPs
Cold Calling
- •Focus on improving meeting conversion rate from conversations
- •Adapt call scripts to address common objections on relevance
Email
- •Draft tailored follow-up emails for prospects who requested them
List Building
- •Examine MSP Expo list for potential segmenting based on activity level
Hi Aura team,
We wanted to share an update on the 16 cold calls we conducted from the MSP Expo Party List. We connected with 12 prospects, leading to 5 conversations. While we haven't booked any meetings yet, we gathered valuable feedback. We're observing a strong connect rate from this list, indicating good contact quality.
The primary challenge we're encountering is around qualification. Several prospects indicated they are either retired, semi-retired, or not actively seeking new services, leading to a high percentage of 'Not Qualified' dispositions. Some prospects also requested email follow-ups due to being busy with current projects.
We are taking steps to address these observations. Our strategy team will be reviewing the ICP alignment for the MSP Expo list, and our cold calling team will be working on refining the pitch to better resonate with this audience. We'll also be sure to send out those requested email follow-ups. We appreciate your continued partnership as we optimize this outreach.
The BizDev Labs team
Activity
- •Completed 4 dials on your behalf.
- •Connected with 3 prospects.
- •Had 1 conversation lasting over 60 seconds.
- •Encountered gatekeepers in 2 instances.
- •Identified one bad/wrong number.
Metrics
- •Dials: 4
- •Connects: 3 (75% connect rate)
- •Conversations: 1 (33% conversation rate)
- •Meetings: 0 (0% meeting rate)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Aura Closed Lost List | 4 | 3 | 2 | 0 |
Dispositions
- •Gatekeeper2
- •Connected1
- •Bad/Wrong Number1
Client feedback
- •One positive conversation with Vlad Nevyarovskiy.
- •Frequent encounters with gatekeepers.
- •Identified one bad number in the list.
Bottlenecks
- •Initial data quality appears to have some bad numbers.
- •Gatekeepers are frequently encountered, suggesting a need for more direct lines or targeted outreach strategies.
- •Low conversation rate so far indicates potential in-call messaging refinement needed.
Next actions
- •Continue dialing the 'Aura Closed Lost List' sequence.
- •Focus on refining gatekeeper pass-through techniques.
- •Review and optimize our opening statements and disqualification questions.
- •Collaborate with your team to review call recordings for messaging alignment.
Action items by department
List Building
- •Review and cleanse the 'Aura Closed Lost List' for bad/wrong numbers.
Strategy
- •Develop alternative strategies for bypassing gatekeepers.
- •Refine target persona and account criteria based on early feedback.
Cold Calling
- •Focus on improving gatekeeper navigation.
- •Work on increasing conversation duration.
Client
- •Provide direct lines where possible to avoid gatekeepers.
- •Provide feedback on call recordings and current messaging.
Hi Aura team,
We're checking in with an update on our cold calling efforts for the week of July 1st-7th. We’ve completed 4 dials, resulting in 3 connects and 1 conversation. While it's early days, we had one promising conversation and identified some initial themes from the 'Aura Closed Lost List' sequence, where we encountered gatekeepers a couple of times and one bad number.
Our team is already working on addressing these early bottlenecks. We're refining our gatekeeper strategies and focusing on improving our conversation rate. We'll be leveraging the insights from these initial calls to optimize our approach moving forward.
To ensure we're as effective as possible, we would appreciate any additional direct lines you might have for prospects, and feedback on the call recordings we've logged. Your insights are invaluable as we continue to refine our strategy.
We're confident we can build on these initial efforts and look forward to sharing more progress next week.
Best regards,
The BizDev Labs team
Activity
- •Completed 16 dials, connecting with 16 prospects.
- •Engaged in 1 conversation that lasted over 60 seconds.
- •Numerous prospects requested more information via email or text.
- •Encountered several busy signals or quick disconnects.
Metrics
- •Dials: 16
- •Connects: 16
- •Conversations: 1
- •Meetings: 0
- •Connect rate: 100% (16/16)
- •Conversation rate: 6% (1/16)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| BizDev Labs Active Hit List | 16 | 8 | 5 | 0 |
Dispositions
- •Busy5
- •Not Qualified5
- •Bad/Wrong Number3
- •Send More Info2
- •Connected1
Client feedback
- •A few prospects identified themselves as not the right contact, indicating potential list targeting issues.
- •Several prospects were busy or on vacation, requesting email follow-ups.
- •Some numbers were bad or wrong, affecting efficiency.
- •Value proposition around increasing pipeline is resonating, but sometimes with the wrong contact.
Bottlenecks
- •High number of bad/wrong numbers decreasing efficiency.
- •Difficulty reaching decision-makers or relevant contacts.
- •Several prospects were unavailable or requested text/email follow-ups, requiring multi-channel alignment.
Next actions
- •Continue dialing through the existing lists for the client.
- •Prioritize email follow-ups for prospects who requested more info.
- •Further refine target ICP based on conversations and feedback.
- •Cross-reference prospect details to improve phone number accuracy.
Action items by department
List Building
- •Review and clean existing lists for bad/wrong numbers.
- •Refine ICP targeting for future list generations.
Email
- •Draft and send follow-up emails for prospects who requested 'Send More Info'.
Strategy
- •Analyze call recordings to optimize messaging and objection handling.
Cold Calling
- •Adapt call approach based on feedback to better qualify prospects.
Hi there,
We wanted to provide a quick update on our cold calling efforts for the week of July 1st. Miles made 16 dials for BizDev Labs, resulting in 16 connects and 1 conversation. While we’re seeing a strong connect rate, our conversation rate is currently at 6%, and we haven't booked any meetings yet.
We’re finding that a notable number of prospects are either not the right contact, busy, or have bad numbers. We also have a few promising leads who requested more information via email. This feedback is invaluable as we refine our approach.
Moving forward, we will be focusing on cleaning up the list quality, ensuring relevant email follow-ups are sent promptly, and adapting our call strategy to better navigate initial objections. We're actively working to convert these connects into quality conversations and booked meetings for you.
The BizDev Labs team
Activity
- •Dials made for multiple prospects.
- •Connected with a number of decision-makers.
- •Engaged in several conversations regarding autonomous coding.
- •Successfully booked one meeting for Cleo Health.
- •Identified prospects who were not the right contact or not interested.
- •Encountered prospects already using a competitor's service.
Metrics
- •We made 6 Dials, resulting in 6 Connects and 4 Conversations.
- •Our connect rate was 100% (6/6 Dials).
- •Our conversation rate was 66.7% (4/6 Connects).
- •We booked 1 Meeting, achieving a meeting rate of 25% (1/4 Conversations).
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Cleo WIZA and LinkedIn List | 6 | 6 | 4 | 1 |
Dispositions
- •Not Qualified3
- •Connected1
- •Using Competitor1
- •Connected - Meeting Booked1
Client feedback
- •Several prospects indicated they were not the correct decision-maker for autonomous coding.
- •One prospect expressed no interest and explicitly requested removal from outreach lists.
- •Some prospects stated autonomous coding wasn't currently relevant for their organization.
- •One prospect is already utilizing a competitor's solution.
Bottlenecks
- •Difficulty reaching the correct decision-makers or contacts responsible for coding.
- •Prospects expressing a lack of current need or relevance for autonomous coding.
- •Issues with data accuracy, leading to calls to personal numbers.
Next actions
- •Follow up on positive conversations and the booked meeting.
- •Refine targeting for future outreach to better identify key decision-makers.
- •Develop more tailored messaging to address varying prospect needs and relevance.
- •Investigate and update contact information for improved accuracy.
Action items by department
Strategy
- •Review and refine prospect ICP to align with correct decision-makers.
- •Assist with developing more relevant and targeted messaging.
List Building
- •Audit existing prospect lists for data accuracy and role relevance.
Cold Calling
- •Continue outreach with refined messaging and targeting.
- •Implement strategies to navigate gatekeepers more effectively.
Client
- •Provide insights on ideal prospect titles and pain points.
Hi Cleo Health team,
We wanted to share an update on our cold call efforts for the week of July 6th. We completed 6 dials, achieving a 100% connect rate. Out of these, we engaged in 4 conversations and successfully booked one meeting with Matthew Feid at Sturdy Health. We're pleased with the strong connect and conversation rates, indicating good initial engagement once we reach someone.
However, we're seeing a recurring theme where prospects indicate they are not the right person for autonomous coding discussions or that the solution isn't relevant to them at this time. One prospect even specifically requested to be removed from all outreach. This feedback suggests a need to refine our targeting and potentially our initial messaging to ensure we're speaking with the most appropriate contacts and clearly communicating the value proposition.
Our next steps include a deeper dive into the ideal customer profile to improve list quality and tailoring our approach to better resonate with high-value prospects. We'll also be following up diligently on the booked meeting and any other promising conversations. We're confident that with these adjustments, we can increase our meeting-to-conversation ratio and generate more qualified opportunities for you.
Best regards,
The BizDev Labs team
Activity
- •Made 11 dial attempts, connecting with 9 prospects
- •Engaged in 4 conversations lasting over 60 seconds
- •Successfully booked 1 meeting with a promising prospect
- •Encountered prospects using competitors or deeming themselves not qualified
- •Identified several instances of bad or wrong numbers in the current list
Metrics
- •Dials: 11, Connects: 9, Conversations: 4, Meetings: 1
- •Connect Rate: 81.8% (9/11)
- •Conversation Rate: 44.4% (4/9)
- •Meeting Rate: 25.0% (1/4)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Firm 360 3+ Firm Active List | 11 | 9 | 4 | 1 |
Dispositions
- •Connected3
- •Not Qualified2
- •Bad/Wrong Number2
- •Using Competitor2
- •Gatekeeper1
- •Connected - Meeting Booked1
Client feedback
- •One booked meeting, despite the prospect recently switching in-house billing systems
- •Several prospects indicated they are not qualified or are currently using a competitor
- •Noted instances where prospects did not recognize Firm 360
- •Multiple bad/wrong numbers suggest potential list quality issues
Bottlenecks
- •Data quality: Several bad/wrong numbers observed.
- •Prospect education: Some prospects unaware of Firm 360.
- •Competitive landscape: Facing direct competition frequently.
Next actions
- •Continue outreach to the 'Firm 360 3+ Firm Active List'.
- •Cross-reference lists for potential data inaccuracies.
- •Highlight key differentiators from competitors in future outreach.
- •Follow up on positive conversations and warm leads.
Action items by department
List Building
- •Review and cross-reference phone numbers in the 'Firm 360 3+ Firm Active List'.
- •Identify and flag bad/wrong numbers for cleanup.
Strategy
- •Refine messaging to address competitor mentions.
- •Develop concise talking points on Firm 360's unique value proposition.
Cold Calling
- •Focus on delivering clear value proposition early in calls.
- •Attempt to gather more intelligence on current solutions used by prospects.
Hi team,
We wanted to provide you with an update on last week's cold calling efforts for Firm360. We made 11 dial attempts and successfully connected with 9 prospects. Out of these connections, we had 4 conversations, leading to one booked meeting – a fantastic start! The 'Firm 360 3+ Firm Active List' was our primary focus for this outreach.
We're seeing a healthy connect rate of 81.8% and a conversation rate of 44.4%, with a meeting rate of 25% from conversations. The positive news is securing a meeting with Joseph T., who, despite recently switching their in-house billing system, showed enough interest for a product specialist discussion. This indicates that even established firms are open to exploring new solutions when the value is clear.
On the other hand, we encountered some challenges, including several bad or wrong numbers on the list, and a few prospects who were either not qualified or already using a competitor. Some prospects also seemed unfamiliar with Firm 360. To address this, our List Building team will be reviewing the numbers, and our Strategy department will refine messaging to better position Firm 360 against competitors and highlight areas where our solution truly shines. We'll continue pushing forward with the active list while incorporating these refinements into our ongoing outreach.
We're optimistic about the initial results and are taking proactive steps to optimize our approach based on this early feedback. We’ll keep you posted on our progress.
Best regards,
The BizDev Labs team
Activity
- •Executed 1 dial for GitBook, connecting with one prospect.
- •Engaged in a conversation that exceeded 60 seconds.
Metrics
- •Total Dials: 1, Connects: 1, Conversations: 1, Meetings: 0
- •Connect rate: 100% (1/1)
- •Conversation rate: 100% (1/1)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Gitbook Product Signups List | 1 | 1 | 0 | 0 |
Dispositions
- •Connected1
Client feedback
- •The initial conversation was positive, indicating potential interest.
- •No specific objections or positioning issues encountered yet.
Bottlenecks
- •Limited data points make it hard to identify clear trends or areas for improvement.
Next actions
- •Continue with current outreach strategy to gather more data.
- •Monitor conversation quality and prospect engagement closely.
- •Identify common themes or questions from prospects for future messaging.
Action items by department
Cold Calling
- •Continue making dials and logging detailed dispositions.
- •Focus on gathering more qualitative feedback from conversations.
Strategy
- •Analyze emerging trends as more calls are made.
- •Suggest adjustments to target ICP or messaging if needed.
Customer Success
- •Provide ongoing performance reports and insights.
Hi team,
We wanted to give you a quick update on our cold calling efforts for GitBook for July 6th. We’ve initiated our outreach, making one dial and successfully connecting with a prospect. This initial conversation exceeded 60 seconds, which is a great start and provides us with valuable early feedback.
Our first call came from the "Gitbook Product Signups List" sequence. With just one call made so far, it’s early to draw definitive conclusions, but we're encouraged by the high connect and conversation rates from this initial attempt. We'll be keeping a close eye on this sequence as we ramp up our efforts.
Going forward, our immediate focus is on increasing our call volume to gather more data. This will help us identify patterns, common objections, and optimal messaging. We'll be closely monitoring all metrics and will flag any emerging bottlenecks as we get further into the campaign.
The BizDev Labs team
Activity
- •3 dials made to target prospects
- •3 prospects connected with our cold caller
- •3 conversations held with decision-makers
- •1 meeting booked for further discussion
- •Identified several prospects as not qualified for partnership services
Metrics
- •3 Dials, 3 Connects, 3 Conversations, 1 Meeting Booked
- •100% connect rate (3/3)
- •100% conversation rate (3/3)
- •33% meeting rate (1/3)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Impartner HubSpot Target List | 3 | 3 | 3 | 1 |
Dispositions
- •Not Qualified2
- •Connected - Meeting Booked1
Client feedback
- •One meeting was successfully booked with a Head Delivery Client Partner at Zensar Technologies.
- •Prospects at CBRE and AMPCUS indicated they do not have a current need for partnership services.
- •Difficulty in identifying the correct internal contact for partnership discussions at some companies.
- •Some prospects mentioned already having mature partnership strategies or using existing solutions.
Bottlenecks
- •Difficulty in identifying the specific contact responsible for partnerships within larger organizations.
- •Some prospects already have established solutions or mature partner landscapes, leading to 'not qualified' dispositions.
Next actions
- •Continue outreach to the Impartner HubSpot Target List.
- •Refine targeting to focus on companies actively seeking new partnership opportunities.
- •Explore deeper into prospect's organization structures to identify relevant decision-makers for partnerships.
- •Strategize on handling objections related to existing partnership solutions.
Action items by department
List Building
- •Review and refine criteria for identifying ideal customer profiles, focusing on firms actively seeking partnerships.
- •Include more data points to identify relevant contact for partnership discussions.
Strategy
- •Develop more tailored messaging to address prospects with existing partnership solutions.
- •Create strategies for navigating organizations to find the correct decision-makers.
Cold Calling
- •Incorporate new objection handling techniques for prospects with mature partnership landscapes.
- •Focus on discovery questions to uncover hidden needs for partnership program enhancement.
Hi team Impartner,
We wanted to send a quick recap of our cold calling activity for you this past week. We placed 3 dials, resulting in 3 connects and 3 conversations. We're very pleased to report that we secured 1 meeting in this initial batch of calls, demonstrating strong potential for the campaign.
Our current connect rate and conversation rate are both at an excellent 100%, leading to a 33% meeting rate. We've been primarily working through the 'Impartner HubSpot Target List' sequence. While we've seen success in booking a meeting, we also encountered some prospects who were not qualified, often due to existing solutions or a lack of internal need for new partnerships.
We observed that identifying the right contact for partnership discussions within some organizations can be a bottleneck. However, we're actively working to refine our approach and improve our targeting. The BizDev Labs team has already started discussing new strategies for list building and call messaging to address these points and continue driving positive results.
The BizDev Labs team
Activity
- •4 total dial attempts made
- •Connected with 3 prospects
- •Had 2 conversations lasting over 60 seconds
- •No meetings booked directly from these calls
- •One prospect requested more information
Metrics
- •4 Dials, 3 Connects, 2 Conversations, 0 Meetings
- •75% Connect Rate (3/4 Dials)
- •67% Conversation Rate (2/3 Connects)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Impartner Steal List from Partnerstack | 4 | 3 | 0 | 0 |
Dispositions
- •Connected2
- •Busy1
- •Send More Info1
Client feedback
- •One prospect requested more information via email.
- •Prospects were generally busy but open to follow-up.
- •One prospect was traveling and could not discuss.
Bottlenecks
- •Low number of conversations vs. connects.
- •Need to refine immediate value proposition for busy prospects.
Next actions
- •Follow up with prospects who requested more info or follow-up calls.
- •Analyze current script for efficiency in engaging busy prospects.
- •Continue outreach to the 'Impartner Steal List from Partnerstack' sequence.
Action items by department
Cold Calling
- •Focus on immediate value prop to increase conversation length.
- •Ensure clear next steps are booked or confirmed when prospects are busy.
Strategy
- •Review messaging for busy prospects to improve conversion to conversation.
Client
- •Provide any relevant collateral for 'send more info' requests.
Hi PartnerStack team,
We wanted to provide a quick update on our cold calling efforts for July 6th, 2026. We made 4 dial attempts, resulting in 3 connects. While we had 2 conversations, we didn't book any meetings from this initial batch of calls.
Prospects were generally busy, which is a common theme, but we did have one request for more information and another agreed to a follow-up call. We're seeing a healthy connect rate of 75% and a decent conversation rate of 67%, indicating that our targeting and initial engagement are strong. The 'Impartner Steal List from Partnerstack' sequence was the focus for these calls.
Our next steps include following up diligently with all interested prospects. We'll also be reviewing our current script and refining our immediate value proposition to better capture attention and extend conversation length with busy prospects. We've identified some areas where we can improve the transition from a connect to a solid conversation.
Please let us know if you have any questions or additional feedback. We’re committed to optimizing our approach for the best results.
The BizDev Labs team
Activity
- •1 dial attempt made
- •1 prospect connected with us
- •1 conversation held
- •1 meeting booked for RDI
- •Successfully booked a meeting by following up on a whitepaper download
- •Identified interest in an educational discussion about RDI's services
Metrics
- •1 Dials, 1 Connects, 1 Conversations, 1 Meetings
- •100% connect rate (1/1)
- •100% conversation rate (1/1)
- •100% meeting rate (1/1)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| RDI - Whitepaper downloaders | 1 | 1 | 1 | 1 |
Dispositions
- •Connected - Meeting Booked1
Client feedback
- •Prospect is not currently involved in clinical trials, setting up a new diagnostics project (2-3 years out)
- •Interest in understanding RDI's services for future needs
- •Prospect provided email for meeting confirmation and follow-up
Next actions
- •Follow up with Dirk Geerts via email to confirm the meeting and send calendar invite
- •Prepare Conall for the meeting by providing detailed context from the call transcript and notes
- •Continue outreach to the 'RDI - Whitepaper downloaders' sequence
Action items by department
Cold Calling
- •Continue utilizing whitepaper downloads as a strong entry point
Client
- •Conall to prepare for the booked meeting with Dirk Geerts
Hi team,
We wanted to share a quick update on our cold calling efforts for RDI this past Monday, July 6th. We made one cold call and are thrilled to report a booked meeting already! The 'RDI - Whitepaper downloaders' sequence proved successful, with Phillip Haarhoff securing a meeting from his first dial.
During the conversation, we learned that the prospect, Dirk Geerts, is not currently handling clinical trials as they are in the early stages of a new diagnostics project. However, he expressed strong interest in an educational discussion to better understand RDI's services for future consideration. We've arranged a meeting for Thursday afternoon CEST with Conall.
We're very happy with this initial success and the quality of the conversation. The whitepaper download provided an excellent warm lead. We've noted all necessary follow-up actions and look forward to continuing this positive momentum. We'll be sending the calendar invite and ensuring Conall has all the context he needs for a productive discussion.
The BizDev Labs team
Activity
- •Completed 34 dial attempts on your behalf.
- •Connected with 21 prospects.
- •Engaged in 5 conversations lasting over 60 seconds.
- •Identified several prospects interested in more information.
- •Uncovered insights on competitor tool usage and decision-making processes.
Metrics
- •34 Dials, 21 Connects, 5 Conversations, 0 Meetings.
- •Connect rate: 61.8% (21/34).
- •Conversation rate: 23.8% (5/21).
- •Meeting rate: 0% (0/5).
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Velocity Engine Sam List | 34 | 21 | 5 | 0 |
Dispositions
- •Bad/Wrong Number11
- •Connected9
- •Not Qualified5
- •Send More Info5
- •Busy2
- •Using Competitor2
Client feedback
- •A significant portion of calls resulted in wrong numbers or prospects not being available.
- •Some prospects requested more information via email before committing to a call.
- •Noted instances where prospects are using existing AI tools or have built their own solutions.
- •Some prospects expressed a general lack of interest in sales calls on their mobile phones.
Bottlenecks
- •High number of bad/wrong numbers indicating potential data quality issues.
- •Challenges in converting conversations to meetings, often due to busy prospects or existing solutions.
- •Need for clear, quick-to-digest collateral to send to prospects who request more info.
Next actions
- •Reviewing contact data for accuracy to reduce bad numbers.
- •Refining messaging to address common objections around existing solutions.
- •Developing concise follow-up materials for prospects interested in more info but not ready for a meeting.
- •Strategizing on converting 'send more info' to booked meetings.
Action items by department
List Building
- •Investigate and cleanse the 'Velocity Engine Sam List' for inaccurate phone numbers.
Strategy
- •Refine positioning to differentiate against competitor tools.
- •Develop stronger value propositions for B2B marketing teams.
Email
- •Create concise email collateral for 'send more info' requests, including a clear call to action for booking a meeting.
Cold Calling
- •Implement strategies to navigate 'wrong number' and 'busy' dispositions more effectively.
- •Practice converting 'send more info' requests into booked follow-up calls during the initial connect.
Hi team,
We wanted to share a quick update on our cold calling efforts for VelocityEngine, Inc. We ran 34 dials on the 'Velocity Engine Sam List' today, connecting with 21 prospects. From these connections, we had 5 conversations, though we haven't booked any meetings just yet.
We're seeing a decent connect rate at 61.8% and a conversation rate of 23.8%. A notable theme is the number of bad or wrong numbers encountered, which indicates potential areas for list refinement. We also had quite a few prospects who were busy or asked for more information via email rather than committing to a meeting on the spot. We also heard some feedback about prospects already using similar AI tools.
Moving forward, we're focusing on improving data quality, refining our messaging to better address existing solutions, and developing effective collateral for prospects who request more information. Our relevant teams will be working on these areas to optimize our outreach. We'll keep you posted on our progress and any key learnings.
Best regards,
The BizDev Labs team
Activity
- •Made 1 dial to your target accounts.
- •Connected with one prospect.
- •Engaged in one conversation with a Senior Brand Manager at BEIERSDORF.
- •No meetings booked in this initial outreach.
- •Focused on the 'Vestcom List' sequence.
Metrics
- •We made 1 dial and had 1 connect.
- •Our connect rate for this period was 100% (1 Connects / 1 Dials).
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Vestcom List | 1 | 1 | 0 | 0 |
Dispositions
- •Connected1
Client feedback
- •Our initial conversation with a Sr. Brand Manager was positive and engaged.
Bottlenecks
- •Limited outreach volume in this initial period.
Next actions
- •Continue outreach to the 'Vestcom List' sequence.
- •Focus on initiating more conversations.
- •Gather more qualitative feedback from prospects.
Action items by department
Cold Calling
- •Increase daily dial volume for Vestcom accounts.
Customer Success
- •Review initial call patterns and suggest optimizations.
Hi team Vestcom,
We wanted to share a quick update on our initial cold calling efforts for your campaign. This past week, we initiated outreach, focusing on the 'Vestcom List' sequence. We successfully made one dial, resulting in a direct connection with a key decision-maker. While it's early days, we had a good initial conversation with a Senior Brand Manager at BEIERSDORF.
Our current focus is on building momentum and increasing our outreach volume to generate more conversations and identify key themes. We'll be working to expand our activity rapidly now that the initial setup is complete.
We'll continue to monitor connect rates and conversation quality closely. Look forward to providing more comprehensive updates as we scale our efforts.
The BizDev Labs team
Activity
- •We made 13 dials on your behalf.
- •Connected with 9 prospects.
- •Had 4 conversations longer than 60 seconds.
- •Identified several prospects unqualified for your services.
- •Received one request to send more information to the correct contact.
Metrics
- •Total Dials: 13
- •Total Connects: 9
- •Total Conversations: 4
- •Connect Rate: 69.2% (9/13)
- •Conversation Rate: 44.4% (4/9)
- •Meeting Rate: 0% (0/4)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Warehouse List 2 | 13 | 9 | 4 | 0 |
Dispositions
- •Connected4
- •Not Qualified4
- •Bad/Wrong Number3
- •Wrong number1
- •Send More Info1
Client feedback
- •Several prospects indicated they were not the correct contact or the number was wrong.
- •Some prospects already have their own warehouse solutions or are not looking to expand.
- •Difficulty reaching the precise decision-maker for storage/logistics at some companies.
- •One prospect suggested we check company status (closed) before calling.
Bottlenecks
- •High number of wrong/bad numbers in the current list.
- •Trouble reaching the direct decision-maker for warehouse solutions.
- •Prospects sometimes confirming they handle their own logistics.
Next actions
- •Refine targeting to ensure we reach relevant decision-makers.
- •Clean the current list to remove bad contact data.
- •Adjust messaging to more quickly qualify or disqualify prospects.
- •Follow up on the 'Send More Info' lead.
Action items by department
List Building
- •Review and update the 'Warehouse List 2' for accuracy.
- •Prioritize contacts with direct logistics/operations titles.
Cold Calling
- •Focus on establishing clear qualification criteria early in calls.
- •Test new opening lines to navigate gatekeepers more effectively.
Strategy
- •Evaluate current ICP for potential adjustments based on feedback.
- •Refine value proposition to address common objections.
Hi Warehouse Anywhere Team,
We wanted to give you a quick update on our cold calling efforts for this week. We made 13 dials, achieving a 69.2% connect rate and a 44.4% conversation rate. While we didn't book any meetings this week, we had several meaningful discussions and gathered valuable intelligence.
A key theme we're seeing is a high incidence of wrong numbers and contacts who aren't the right decision-makers for storage solutions. This suggests room for improvement in our targeting and list quality. We also encountered some prospects who manage their own facilities, a good qualifying signal to integrate earlier in our calls.
Moving forward, we'll be working to refine our prospect list and messaging to ensure we're reaching the most relevant contacts and qualifying them efficiently. We're committed to optimizing this outreach and will keep you informed of our progress.
The BizDev Labs team
