Activity
- •Completed 131 dial attempts for the 'Artemis Mid Market' sequence.
- •Connected with 7 prospects during our outreach efforts.
- •Engaged in 6 conversations lasting over 60 seconds.
- •Gathered qualitative feedback regarding prospect availability and interest.
- •Identified several wrong numbers and prospects not qualified for immediate engagement.
Metrics
- •Dials: 131, Connects: 7, Conversations: 6, Meetings: 0
- •Connect Rate: 5.3% (7/131)
- •Conversation Rate: 85.7% (6/7)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Artemis Mid Market | 131 | 7 | 6 | 0 |
Dispositions
- •No answer121
- •Not Qualified5
- •Bad/Wrong Number3
- •Gatekeeper1
- •Send More Info1
Client feedback
- •Mostly reached voicemails, indicating need for broader time zone targeting or voicemail optimization.
- •Some prospects identified as 'Not Qualified' or having 'Bad/Wrong Number', suggesting list refinement.
- •One gatekeeper encountered, requiring strategies to bypass or engage effectively.
- •A few prospects requested more information to be sent via email for later review.
Bottlenecks
- •High volume of unanswered calls, possibly due to calling outdated numbers or at inconvenient times.
- •Limited qualification insights from initial connects (Not Qualified disposition is high).
- •Need for clearer messaging for initial outreach to capture interest and qualify faster.
- •Some numbers were incorrect or led to gatekeepers.
Next actions
- •Review call recordings for deeper insights into prospect reactions and objections.
- •Refine targeting for future outreach to improve list quality and connect rates.
- •Develop concise email follow-up templates for 'Send More Info' dispositions.
- •Strategize on gatekeeper navigation and objection handling for common 'not interested' feedback.
Action items by department
List Building
- •Audit existing lists for accuracy and relevance (e.g., wrong numbers, unqualified profiles).
- •Explore new sources for high-quality, verified contact information.
Strategy
- •Analyze call data for optimal calling times and time zones.
- •Develop refined value propositions to address prospect needs more directly.
Cold Calling
- •Focus on improving initial pitch to quickly assess qualification.
- •Implement strategies for engaging gatekeepers and leaving effective voicemails.
Email
- •Create templated follow-up emails for prospects requesting more information.
Hi Artemis,
We wanted to give you a quick update on our cold calling efforts for the past week, from July 2nd to July 6th. We made 131 dial attempts for the "Artemis Mid Market" sequence, connecting with 7 prospects and having 6 conversations that lasted over a minute. While we haven't booked any meetings yet, we're gaining valuable insights into prospect availability and initial reactions.
The primary challenge we're encountering is a high volume of unanswered calls, along with some numbers proving to be incorrect or leading to gatekeepers. We also had a few conversations where prospects indicated they were not the right fit or requested more information via email, as was the case with Nicholas Mangerian from Crestron. This feedback is crucial for refining our approach moving forward.
Moving into the next week, we'll be diving deeper into the call recordings to better understand prospect sentiment and objection patterns. We'll also be focusing on optimizing our call times and improving list quality. We’re already planning to improve our processes and will keep you updated on our progress.
Thank you for your continued partnership. We are committed to refining our strategy for optimal results.
The BizDev Labs team
Activity
- •Completed 28 dials today, focusing on the BlackHat List
- •Connected with 8 prospects and had 3 conversations
- •Discovered current attendance plans for the upcoming Black Hat conference
- •Received direct feedback regarding preferred communication channels
Metrics
- •Dials: 28, Connects: 8, Conversations: 3, Meetings: 0
- •Connect rate: 28.6% (8/28)
- •Conversation rate: 37.5% (3/8)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Artemis BlackHat List | 28 | 3 | 3 | 0 |
Dispositions
- •No answer20
- •Bad/Wrong Number5
- •Not Qualified3
Client feedback
- •Several prospects indicated they will not be attending Black Hat this year.
- •Two prospects explicitly requested email-only communication or removal from calling lists.
- •One conversation revealed no immediate need due to internal solutions.
- •Initial outreach is helping us gauge interest and availability for the Black Hat event.
Bottlenecks
- •High number of 'No answer' dispositions suggests timing or contact accuracy issues.
- •Multiple 'Bad/Wrong Number' dispositions indicate list hygiene needs improvement.
- •Lack of immediate interest in Black Hat attendance impacts meeting booking efficiency.
Next actions
- •Continue calls on the BlackHat list to maximize pre-conference outreach.
- •Forward email-preferred prospects to the Email team for follow-up.
- •Collaborate with the Strategy team to refine messaging for non-Black Hat attendees.
- •Work with the List Building team to verify and cleanse contact numbers.
Action items by department
Email
- •Follow up with prospects who requested email-only contact.
Strategy
- •Refine call scripts for prospects not attending Black Hat.
- •Adjust messaging to highlight alternative value propositions.
List Building
- •Verify existing BlackHat List contacts for accuracy.
- •Remove bad/wrong numbers and update communication preferences.
Hi Artemis,
We wanted to provide you with an update on our cold calling efforts for the BlackHat list. Today, we completed 28 dials. We connected with 8 prospects, leading to 3 conversations. While we didn't book any meetings during this initial push, these calls were valuable in gathering intelligence.
We're noticing a few trends in the feedback. Some prospects are not attending Black Hat, and a couple have expressed a preference for email over phone calls. We also encountered some situations where prospects already have internal solutions, leading to 'Not Qualified' dispositions. On the data side, we're seeing a relatively high number of no answers and bad numbers, which is impacting our connect rate.
Moving forward, we'll be refining our approach based on this early feedback. We'll leverage our internal teams to clean up the list, adjust our messaging for different prospect scenarios, and ensure we're following up through preferred channels. This initial outreach is providing crucial insights to optimize our strategy.
We'll continue to keep you informed of our progress and any key takeaways.
Best regards,
The BizDev Labs team
Activity
- •We completed 454 cold calls on your behalf.
- •We connected with 21 prospects, leading to 5 conversations.
- •One meeting was successfully booked this week.
- •Key themes include significant voicemail volume and several wrong numbers.
Metrics
- •Connect rate: 4.6% (21 Connects / 454 Dials)
- •Conversation rate: 23.8% (5 Conversations / 21 Connects)
- •Meeting rate: 20.0% (1 Meeting / 5 Conversations)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Aura Kaseya List | 454 | 21 | 5 | 1 |
Dispositions
- •No answer418
- •Connected14
- •Bad/Wrong Number12
- •Not Qualified4
- •Busy3
- •Send More Info1
- •Using Competitor1
- •Connected - Meeting Booked1
Client feedback
- •Most calls resulted in voicemails, indicating a need to optimize our dialing windows.
- •A notable number of prospects indicated 'Bad/Wrong Number', suggesting potential list hygiene issues.
- •Some prospects were 'Not Qualified' or 'Using Competitor', highlighting areas for refining targeting criteria or messaging.
- •One prospect, Mike B. from Peppertree Technology Solutions, booked a meeting to discuss protecting personal devices without MDM.
Bottlenecks
- •High volume of 'no answers' suggests we need to revisit optimal calling times.
- •A significant number of 'bad/wrong numbers' points to potential issues with list accuracy.
- •Some prospects indicated they were 'not qualified' or 'using a competitor', suggesting our targeting or initial messaging could be more refined.
Next actions
- •We will adjust our dialing strategy to target more responsive timeslots.
- •We will audit the list for accuracy and identify patterns in incorrect numbers.
- •We will refine our initial pitch to better qualify prospects upfront and address common objections.
- •We will implement follow-up for 'Send More Info', 'Busy', and 'Using Competitor' dispositions.
- •We will prepare the booked meeting with Mike B. and send a confirmation to Adrian.
Action items by department
Cold Calling
- •Adjust dialing patterns to maximize connect rates.
- •Refine initial pitch based on feedback and common objections.
List Building
- •Review and cleanse the 'Aura Kaseya List' for inaccurate numbers.
- •Identify sources of invalid contact information for future list generation.
Strategy
- •Analyze 'Not Qualified' and 'Using Competitor' feedback to refine ICP and messaging.
- •Develop more robust pre-qualification criteria.
Email
- •Craft and send information requested by 'Send More Info' prospects.
Customer Success
- •Ensure smooth handover and preparation for the booked meeting with Mike B..
Hi Team Aura,
We wanted to share a quick update on our cold calling efforts from this week. We ran one sequence, 'Aura Kaseya List', performing 454 dials in total. We had some good conversations, which led to a booked meeting, but also identified areas for improvement.
Overall, the connect rate was 4.6% and our conversation rate was 23.8%. Out of the 5 conversations we had, we successfully booked one meeting. We did encounter a high number of 'no answers' and some 'bad/wrong numbers' which we'll address in our strategy moving forward.
We're seeing an opportunity to refine our targeting and messaging based on the feedback received. We've outlined specific next steps for our teams to optimize performance and ensure higher quality engagement in the coming weeks.
We're committed to continuously improving our outreach and look forward to even better results ahead. We'll be in touch soon with another update.
Best,
The BizDev Labs team
Activity
- •Dials made across your MSP Expo Party List target accounts.
- •Engaged in 24 live connects, leading to conversations with decision-makers and gatekeepers.
- •Successfully converted 11 connects into meaningful conversations.
- •Identified several prospects using competitor solutions or not qualified for Aura's offerings.
Metrics
- •Connect Rate: 5.2% (24 Connects / 462 Dials)
- •Conversation Rate: 45.8% (11 Conversations / 24 Connects)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Aura MSP Expo Party List | 462 | 24 | 11 | 0 |
Dispositions
- •No answer432
- •Connected11
- •Not Qualified9
- •Bad/Wrong Number5
- •Gatekeeper2
- •Using Competitor2
- •Busy1
Client feedback
- •Many prospects were not available, resulting in a high number of 'no answers'.
- •Some prospects indicated they were not a good fit (e.g., retired, focused on other solutions).
- •A couple of prospects requested email follow-up or a callback at a later date.
Bottlenecks
- •Low connect rate due to high volume of 'no answers' and unoptimized numbers.
- •Some prospects identified as not qualified or using competitors, indicating potential list quality issues.
Next actions
- •Continue to dial listed prospects, focusing on optimal call times identified.
- •Refine messaging to address common objections around current solutions.
- •Work with List Building to evaluate and enhance future prospect lists.
Action items by department
List Building
- •Review and optimize prospect phone numbers for higher connect rates.
- •Refine targeting for future lists to improve qualification rates.
Strategy
- •Develop more tailored responses for competitor objections.
- •Craft new value propositions addressing 'not qualified' feedback.
Cold Calling
- •Focus on improving conversation to meeting conversion rate.
- •Implement strategies to overcome gatekeeper obstacles.
Client
- •Provide insights on ideal customer profile refinement.
- •Share specific competitor information and common objections.
Hi Aura team,
We're checking in with a quick update on our cold calling efforts for the MSP Expo Party List. Over the last few days, we've completed a total of 462 dials, resulting in 24 live connects and 11 conversations. While we haven't booked any meetings yet, the conversations are providing valuable insights into prospect needs and common objections.
Our current connect rate stands at 5.2%, with a conversation rate of 45.8% from those we connected with. A significant portion of calls were met with no answer, highlighting opportunities for optimization. We also encountered some prospects who were either not qualified for your offerings or were already using a competitor's solution.
Moving forward, we'll continue our outreach on this list while actively working with our List Building and Strategy teams to improve targeting and refine our pitch. We'll also collaborate with you to better understand the nuances of the "not qualified" feedback and integrate specific competitor insights into our scripts. We're committed to turning these connections into tangible opportunities.
The BizDev Labs team
Activity
- •We made 53 dial attempts to prospects on your behalf.
- •We connected with 3 prospects.
- •We had 1 conversation that lasted longer than 60 seconds.
Metrics
- •53 Dials, 3 Connects, 1 Conversation, 0 Meetings.
- •Connect rate: 5.7%.
- •Conversation rate: 33.3%.
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Aura Closed Lost List | 53 | 3 | 2 | 0 |
Dispositions
- •No answer49
- •Gatekeeper2
- •Connected1
- •Bad/Wrong Number1
Client feedback
- •The primary feedback is a high number of unanswered calls.
- •Two connections were gatekeepers, indicating potential for higher-level contacts after initial navigation.
- •One prospect indicated a bad/wrong number, suggesting some list quality issues for specific contacts.
Bottlenecks
- •High volume of unanswered calls, suggesting potential challenges with contact data accuracy or optimal outreach times.
- •Limited conversations may indicate a need for refined messaging or target audience assessment.
Next actions
- •Continue dialing the existing list, focusing on refining outreach times.
- •Analyze call recordings for patterns in gatekeeper interactions.
- •Review and cross-reference contact numbers for accuracy to reduce bad/wrong numbers.
- •Collaborate on messaging strategies to increase conversation length.
Action items by department
Cold Calling
- •Continue outreach efforts while optimizing dial times.
- •Implement strategies for navigating gatekeepers effectively.
List Building
- •Verify and clean prospect phone numbers to improve connect rates.
Strategy
- •Review current messaging for optimal engagement during conversations.
Client
- •Provide insights on ideal prospect interaction times.
- •Share any updated contact information or preferred outreach methods.
Hi Aura team,
We wanted to provide a quick update on our cold calling efforts for the campaign today, July 6th. We completed 53 dials focusing on the "Aura Closed Lost List" sequence. Our team is actively engaging with prospective clients and gathering valuable insights.
While we recorded 3 connects and 1 conversation, we've identified some initial trends. The majority of calls resulted in no answer, and we encountered a couple of gatekeepers, along with one instance of a bad/wrong number. This feedback is crucial for optimizing our approach moving forward.
Moving ahead, we'll be refining our call times and strategizing on gatekeeper navigation to improve our connection rates. We are also reviewing the list data to minimize incorrect numbers. We appreciate your continued partnership as we work to maximize your outreach success.
The BizDev Labs team
Activity
- •We made 239 dial attempts on your behalf.
- •We connected with 14 prospects.
- •We had 5 conversations that lasted longer than 60 seconds.
- •Prospects mainly resulted in no answer or busy signals.
- •A few prospects requested more information via email.
Metrics
- •Dials: 239
- •Connects: 14
- •Conversations: 5
- •Meetings: 0
- •Connect rate: 5.9% (14 Connects / 239 Dials)
- •Conversation rate: 35.7% (5 Conversations / 14 Connects)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| BizDev Labs Active Hit List | 239 | 8 | 5 | 0 |
Dispositions
- •No answer223
- •Busy5
- •Not Qualified5
- •Bad/Wrong Number3
- •Send More Info2
- •Connected1
Client feedback
- •Many prospects were unavailable or on other calls, suggesting timing issues.
- •Some indicated general disinterest in new tools/tech at this moment.
- •A few prospects specifically requested follow-up via email.
- •One indicated the number called was bad or wrong.
Bottlenecks
- •Low connect rate primarily due to no answers and busy signals.
- •Several bad/wrong numbers indicate list quality issues.
- •Minimal interest in new solutions during initial contact.
Next actions
- •We will continue to refine our calling strategy to improve connect rates.
- •We'll prioritize email follow-ups for those who requested more info.
- •We plan to analyze call times to identify optimal outreach windows.
- •We need to refresh or verify some numbers to reduce bad/wrong numbers.
Action items by department
List Building
- •Review and cleanse current prospect lists for accuracy.
- •Focus on sourcing more verified direct dial numbers.
Strategy
- •Re-evaluate ideal prospect availability for calls.
- •Develop alternative initial outreach plays for low-interest prospects.
Cold Calling
- •Implement optimized dialing times based on analysis.
- •Adapt opening lines to address common 'not interested' feedback.
Email
- •Craft and send requested follow-up emails promptly.
Client
- •Provide insights on current ICP and potential adjustments.
- •Share any updated prospect information or preferred contact methods.
Hi team,
We wanted to share this week's cold calling activity and insights. We made 239 total dials, resulting in 14 connects and 5 conversations. While we didn't book any meetings this week, we did gather some valuable feedback.
The primary challenges encountered were prospects not answering or being busy, along with a few incorrect numbers. We also noted some general disinterest in new solutions during initial contact, which is common for cold outreach. On a positive note, two prospects explicitly asked for more information to be sent via email, creating a clear follow-up opportunity.
We're actively working on addressing these observed bottlenecks by refining our strategy, focusing on data quality, and improving our engagement tactics. We will continue our efforts to optimize outreach and generate qualified interest.
Thanks,
The BizDev Labs team
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)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Cleo New Targeted List | 55 | 5 | 2 | 0 |
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
Activity
- •Executed 378 dials targeting revenue cycle and HIM leadership.
- •Connected with approximately 8.7% of prospects.
- •Engaged in 14 conversations where we introduced Cleo Health's autonomous coding solution.
- •Successfully booked 1 meeting for a detailed discussion.
- •Encountered common objections around existing solutions or perceived lack of fit for autonomous coding.
Metrics
- •Dials: 378, Connects: 33, Conversations: 14, Meetings: 1
- •Connect Rate: 8.7% (33/378)
- •Conversation Rate: 42.4% (14/33)
- •Meeting Rate: 7.1% (1/14)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Cleo WIZA and LinkedIn List | 378 | 33 | 14 | 1 |
Dispositions
- •No answer334
- •Connected14
- •Not Qualified12
- •Bad/Wrong Number9
- •Using Competitor3
- •Busy1
- •Gatekeeper1
- •Wrong number1
- •Gave Referral1
- •Send More Info1
- •Connected - Meeting Booked1
Client feedback
- •Recurring theme: prospects state that their current coding processes are sufficient or that they are already using an external solution.
- •Several prospects indicated their roles don't directly involve implementing new coding technologies.
- •Identified some outdated contact information and non-work numbers.
- •One prospect requested more information to be sent.
Bottlenecks
- •High volume of voicemails and unpicked calls affecting connect rates.
- •Challenges in reaching decision-makers or individuals directly involved in acute care coding.
- •Need for clearer messaging to differentiate Cleo Health from existing solutions or to address perceived irrelevance for certain prospects.
- •Data quality issues with a notable number of bad/wrong numbers.
Next actions
- •Continue outreach to prospects in sequences who have not yet been connected with.
- •Refine scripts to proactively address common objections regarding existing solutions and roles.
- •Prioritize follow-up for the booked meeting and "Send More Info" disposition.
- •Strategize on improving contact data quality for future outreach cycles.
Action items by department
List Building
- •Review contact quality, especially for mobile numbers vs. work numbers.
- •Focus on lists with higher likelihood of acute care coding decision-makers.
Strategy
- •Develop refined messaging to counter 'not interested' or 'using competitor' objections.
Cold Calling
- •Adapt talk tracks to quickly qualify prospect relevance to acute care coding.
Email
- •Craft follow-up email for the 'Send More Info' request.
Client
- •Provide insights on ideal prospect titles/companies based on early feedback.
- •Share relevant collateral for 'Send More Info' requests.
Hi Cleo Health team,
We wanted to provide you with a quick update on our cold calling efforts from July 1st to July 6th. We've made a total of 378 dials with the goal of connecting with key decision-makers regarding your autonomous coding solutions. Across these dials, we managed to connect with 33 prospects, leading to 14 meaningful conversations. From these conversations, we are excited to report that we have successfully booked 1 meeting.
While we're seeing some good engagement, a primary challenge has been reaching the right contacts and overcoming immediate objections about existing solutions or perceived fit. We've noted several instances of prospects indicating they might not be the right person or are already using a competitor. Additionally, some phone numbers proved to be incorrect.
Moving forward, we're planning to fine-tune our approach by adjusting our call scripts to address these common objections more effectively and to better qualify prospects upfront. We'll also be focusing on list refinement to improve our connect rates and ensure we're reaching the most relevant individuals. We will continue to nurture the single booked meeting and follow up on the "Send More Info" request.
The BizDev Labs team
Activity
- •We completed 174 Dials on behalf of Cleo Health.
- •We connected with 21 prospects during our outreach efforts.
- •We held 10 Conversations that lasted longer than 60 seconds.
- •Prospects mainly indicated they were not a good fit or had wrong numbers.
- •We gathered valuable feedback on current competitive solutions and acute care focus.
Metrics
- •Dials: 174
- •Connects: 21 (12.1% connect rate)
- •Conversations: 10 (47.6% conversation rate)
- •Meetings: 0 (0.0% meeting rate)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Cleo Community Hospital Lst | 174 | 21 | 10 | 0 |
Dispositions
- •No answer143
- •Not Qualified10
- •Bad/Wrong Number8
- •Connected6
- •Send More Info4
- •Busy2
- •Gave Referral1
Client feedback
- •A significant number of prospects are not directly involved in acute care, leading to 'Not Qualified' dispositions.
- •Several prospects requested to be removed from calling lists due to lack of interest or being called on personal numbers.
- •Some prospects are already exploring or implementing autonomous coding solutions with other vendors.
- •We noted instances of incorrect phone numbers for prospects.
Bottlenecks
- •High volume of incorrect or non-responsive contact numbers.
- •Challenge in reaching decision-makers directly, often encountering gatekeepers or general disinterest.
- •Some prospects perceive Cleo Health's offering as outside their area of focus, particularly those not in acute care.
- •Existing vendor relationships and internal initiatives limit immediate interest in new solutions.
Next actions
- •We are performing a deep dive into call recordings for deeper insights.
- •We will refine targeting criteria to ensure a stronger fit with acute care roles.
- •We are requesting updated or verified contact lists.
- •We will adjust our messaging to address initial objections and competitive landscape.
Action items by department
List Building
- •Review and cleanse current prospect data for accuracy.
- •Focus on sourcing numbers for acute care-specific roles.
- •Prioritize mobile numbers to increase connect rates.
- •Ensure contact information adheres to do-not-call requests.
Strategy
- •Analyze call recordings to refine ideal client profile (ICP).
- •Develop stronger value propositions for acute care providers.
- •Strategize new approaches to overcome existing vendor relationships.
Cold Calling
- •Implement refined messaging to address common objections upfront.
- •Focus on verifying context early in calls to gauge fit more quickly.
Client
- •Provide insights on ideal job titles/roles for acute care decision-makers.
- •Share collateral or talking points on competitive differentiation for autonomous coding.
Hello Team Cleo Health,
We wanted to provide you with an update on our cold calling efforts. This week, we completed 174 Dials as part of the “Cleo Community Hospital Lst” sequence. We connected with 21 prospects, leading to 10 Conversations. While we haven't booked any meetings yet, we're gathering important insights into the market.
We're seeing some common themes emerge: a fair number of contacts are either not in acute care or have incorrect phone numbers. There’s also some pre-existing awareness or engagement with other autonomous coding solutions. We’ve identified a few key areas for refinement and are already taking steps to address these for a more impactful next phase.
We’re confident that by optimizing our targeting and messaging based on this feedback, we can improve our results. We've outlined specific actions our teams will be taking and would appreciate your input where requested to further sharpen our approach.
The BizDev Labs team
Activity
- •Launched a new cold calling initiative covering 209 dials for Firm360
- •Engaged in 17 direct conversations with prospects
- •Generated 1 meeting booked and 1 referral
- •Identified several prospects currently using competitor solutions
- •Gathered feedback on current software usage and potential future interest
Metrics
- •Dials: 209, Connects: 17, Conversations: 6, Meetings: 1
- •Connect Rate: 8.1% (17/209)
- •Conversation Rate: 35.3% (6/17)
- •Meeting Rate: 16.7% (1/6)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Firm 360 3+ Firm Active List | 209 | 17 | 6 | 1 |
Dispositions
- •No answer189
- •Connected6
- •Not Qualified4
- •Using Competitor4
- •Bad/Wrong Number3
- •Gatekeeper1
- •Gave Referral1
- •Connected - Meeting Booked1
Client feedback
- •Several prospects are content with their current solutions like CCH or Carbon
- •A few prospects expressed openness to reconnecting towards year-end or mid-year for platform evaluations
- •Some prospects indicated not being the decision-maker for such solutions
- •Encountered a number of wrong numbers during outreach
Bottlenecks
- •High volume of 'No Answer' and 'Bad/Wrong Number' dispositions impacting efficiency
- •Prospects satisfied with existing solutions and reluctance to immediately switch
Next actions
- •Continue to nurture prospects who showed future interest for re-engagement
- •Focus on improving data quality for more direct connections
- •Develop tailored messaging to address common competitor objections
- •Follow up on the booked meeting and the referral generated
Action items by department
List Building
- •Review and refine prospect lists to minimize bad/wrong numbers
- •Source more accurate contact information for target ICP
Strategy
- •Analyze competitor landscape for differentiation opportunities
- •Refine value proposition to address 'satisfied with current solution' objection
Cold Calling
- •Implement strategies to increase connect rates and conversation durations
- •Practice handling objections related to current competitor usage
Client
- •Provide more detailed information on competitor differentiators
- •Share collateral or case studies for overcoming objections
Hi Team Firm360,
We're checking in with an update on our recent cold calling efforts on your behalf, covering the period of July 2nd to July 6th. This week, we completed 209 dials, navigating through our active list with dedication. While the volume of unreached prospects was significant, we did manage to connect with several key individuals, leading to meaningful conversations and a promising meeting.
Our efforts yielded 17 connects, from which we cultivated 6 conversations. We are particularly excited about securing one booked meeting and identifying one referral, showcasing positive engagement when we reach the right contacts. We're noting a pattern where many prospects are currently tied to competitor solutions or are not actively seeking a change, but some have expressed future interest.
Moving forward, we plan to refine our strategy to boost our connection rates and deepen our conversations. We'll be working closely with our internal teams to enhance list quality and develop more refined messaging that addresses common objections. We appreciate your continued partnership as we optimize our approach for better results.
Activity
- •Executed 74 cold calls targeting technical writers and documentation leads.
- •Made contact with 4 prospects, leading to 2 conversations.
- •Engaged in discussions with prospects about consolidating API documentation.
- •Identified a prospect interested in receiving more information via email.
Metrics
- •Dials: 74, Connects: 4, Conversations: 2, Meetings: 0
- •Connect Rate: 5.4% (4/74)
- •Conversation Rate: 50% (2/4)
- •Meeting Rate: 0% (0/2)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| GitBook Cyber Tech Write Titles | 74 | 4 | 0 | 0 |
Dispositions
- •No answer68
- •Connected3
- •Bad/Wrong Number2
- •Send More Info1
Client feedback
- •Predominantly reached voicemails or received no answer.
- •Identified a 'bad/wrong number' issue with two prospects.
- •One prospect preferred an email for information due to security concerns and the need for a 'paper trail'.
- •General disinterest or unavailability when live connections were made.
Bottlenecks
- •High volume of 'no answers' and incorrect numbers suggests list quality issues.
- •Prospects are hesitant to engage in detailed conversations on cold calls.
- •Prospects require more information upfront, ideally via email.
Next actions
- •Refine targeting to improve the quality of contact information.
- •Adjust messaging to be more concise and immediately value-driven for initial calls.
- •Develop a concise "send more info" email template.
- •Explore multi-channel approach to engage prospects beyond cold calls.
Action items by department
List Building
- •Review and improve the accuracy of contact numbers to reduce 'bad/wrong number' dispositions.
Strategy
- •Re-evaluate ideal customer profile (ICP) to identify more receptive prospects.
Cold Calling
- •Implement a more direct opening statement to address prospect hesitation.
Email
- •Create engaging follow-up email templates for 'send more info' requests.
Hi GitBook Team,
We wanted to provide a quick update on our cold calling efforts for the "GitBook Cyber Tech Write Titles" sequence. We completed 74 dials, resulting in 4 connects. Of those connects, we had 2 conversations, but we haven't booked any meetings yet. The primary outcome was 'no answer', indicating a challenge in reaching prospects directly.
We're observing that many prospects are not available by phone or are reluctant to engage in lengthy discussions during an initial cold call. One prospect specifically requested more information via email, highlighting a preference for a 'paper trail' over immediate phone discussions. This offers insight into how future outreach might be received.
Looking ahead, we're planning to address these observations by refining our targeting, adjusting our call scripts for brevity and impact, and developing more effective follow-up emails. We believe these adjustments, combined with a potential multi-channel approach, will help improve our engagement rates. We'll be in touch to discuss these strategies and how we can best collaborate moving forward.
The BizDev Labs team
Activity
- •We completed 134 dials on your behalf, focusing on Technical Writer and similar roles.
- •Connected with 4 prospects, leading to 1 conversation.
- •One prospect, Eric Feingold, expressed interest in a follow-up after July 28th.
- •Encountered common objections related to timing and direct interest.
Metrics
- •Dials: 134, Connects: 5, Conversations: 1, Meetings: 0
- •Connect rate: 3.7%, Conversation rate: 20%
- •Meeting rate: 0%
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| GitBook Tech Write Titles | 134 | 5 | 1 | 0 |
Dispositions
- •No answer127
- •Connected4
- •Bad/Wrong Number2
- •Not Qualified1
Client feedback
- •Many prospects were Technical Writers and seemed to fit the ICP, but were difficult to reach.
- •Some indicated they were too busy or out of office, suggesting timing challenges.
- •One bad number and one not qualified call point to minor list quality issues.
- •A contact at Mastercard showed potential interest for a follow-up later in the month.
Bottlenecks
- •Low connect rate indicates challenges in reaching prospects directly.
- •Voicemails and no answers are the primary outcomes.
- •One bad number and one unqualified prospect suggest slight issues with list accuracy.
Next actions
- •Continue to dial into the 'GitBook Tech Write Titles' sequence.
- •Prioritize follow-up with Eric Feingold post-July 28th.
- •Analyze call recordings for patterns in prospect availability and common objections.
- •Explore alternative contact strategies for hard-to-reach prospects.
Action items by department
List Building
- •Review list for accuracy, especially regarding phone numbers.
Strategy
- •Develop tactics to improve connect rates and engagement.
- •Refine targeting based on ICP signals from conversations.
Cold Calling
- •Implement new strategies for leaving voicemails and handling gatekeepers.
Hi GitBook team,
We're providing an update on our cold outreach efforts for the past week. We completed a total of 134 dials targeting Technical Writer roles and similar profiles. While the connect rate was low, we did manage to connect with 5 prospects, leading to 1 valuable conversation. A notable mention is Eric Feingold from Mastercard, who expressed interest in a follow-up after July 28th, providing a clear next step for us.
Our metrics show a connect rate of 3.7% and a conversation rate of 20% among those connected. The primary disposition was "no answer," indicating that reaching prospects directly continues to be a challenge. We also encountered a couple of bad numbers and one prospect who was not qualified, which we'll address in future outreach.
We're continuing to refine our approach to improve our connect rates and generate more conversations. Next steps include persistent follow-up on promising leads, and our internal teams will be working to optimize our lists and strategies. We'll keep you posted on our progress and any further insights we uncover.
The BizDev Labs team
Activity
- •Executed 60 dial attempts to key prospects.
- •Connected with 2 prospects, revealing data quality issues.
- •Focused outreach on the 'GitBook Lookalike List' sequence.
Metrics
- •Total Dials: 60
- •Connects: 2 (3.3% connect rate)
- •Conversations: 0 (0% conversation rate)
- •Meetings: 0 (0% meeting rate)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| GitBook Lookalike List | 60 | 0 | 0 | 0 |
Dispositions
- •No answer58
- •Bad/Wrong Number2
Client feedback
- •Received two 'Bad/Wrong Number' dispositions which indicates list hygiene issues.
- •High volume of 'No answer' dispositions suggests timing or contact validity challenges.
Bottlenecks
- •Low connect rate due to potentially outdated or incorrect contact numbers.
- •High volume of unanswered calls, potentially indicating suboptimal calling times or a need for expanded contact methods.
Next actions
- •Prioritize list cleaning and validation for future outreach.
- •Explore alternative contact methods if direct dials continue to yield low connect rates.
- •Analyze call times for optimal engagement periods.
Action items by department
List Building
- •Review and validate existing contact lists.
- •Implement stricter data hygiene protocols for future lists.
Strategy
- •Develop alternative outreach strategies (e.g., email, LinkedIn) to supplement cold calling.
- •Research optimal call times for target ICP.
Hi GitBook team,
We wanted to provide you with an update on our cold calling efforts from this past week. We executed 60 dials, primarily focusing on the 'GitBook Lookalike List' sequence. Our activity included two direct connects, but unfortunately, we did not secure any conversations lasting over 60 seconds or any meetings from this initial batch of calls.
Our current connect rate stands at 3.3%, with 58 calls resulting in no answer and 2 being wrong numbers. This suggests that the current list might have some data quality challenges, which is something we are already looking into. We believe addressing this will significantly improve our connect rates moving forward.
Based on these initial results, our next steps include a thorough review and cleaning of the existing contact lists with our List Building department. Simultaneously, our Strategy team will explore supplementary outreach methods and optimize calling times to maximize engagement. We're committed to refining our approach and are confident that with these adjustments, we'll see improved results in the coming weeks.
The BizDev Labs team
Activity
- •Dials focused on the Impartner HubSpot Target List, identifying key contacts.
- •Engaged in meaningful connections, leading to several in-depth conversations.
- •Successfully booked one meeting for further discussion.
- •Identified several prospects needing more information to qualify interest.
- •Encountered a few instances of bad or wrong numbers.
Metrics
- •69 Dials, resulting in 17 Connects and 11 Conversations.
- •A connect rate of 24.6% (17/69) and a conversation rate of 64.7% (11/17).
- •1 Meeting booked from conversations, leading to a meeting rate of 9.1% (1/11).
- •The majority of calls (50) were 'No answer'.
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Impartner HubSpot Target List | 69 | 17 | 11 | 1 |
Dispositions
- •No answer50
- •Not Qualified10
- •Send More Info3
- •Connected2
- •Bad/Wrong Number2
- •Using Competitor1
- •Connected - Meeting Booked1
Client feedback
- •Several prospects indicated they were not the right contact or that the timing was off due to internal restructuring.
- •A couple of prospects appreciated the polite approach, even when not interested.
- •One interested prospect requested detailed company information, including technical specifics.
- •Some prospects already use a competitor or indicated they are 'all set'.
Bottlenecks
- •High volume of 'no answers' indicates potential list quality issues or suboptimal calling times.
- •Difficulty identifying the correct contact person for partnerships within larger organizations.
- •Lack of readily available detailed technical information for prospects after initial interest.
- •Some prospects indicating existing solutions or no current need for partnership management.
Next actions
- •Continue outreach to 'Send More Info' prospects via email collateral.
- •Refine targeting for future dials to improve connect and conversation rates.
- •Gather more specific collateral, including technical details, for engaged prospects.
- •Collaborate on messaging strategies to overcome common objections like 'not the right person'.
Action items by department
List Building
- •Review and optimize target lists for more direct contacts.
- •Ensure phone numbers are current and accurate.
Strategy
- •Develop more tailored opening scripts to quickly identify relevant contacts.
- •Formulate clear responses to common objections like 'not the right person' or 'restructuring'.
Email
- •Prepare 'send more info' collateral, including technical specifications if available.
Client
- •Provide detailed information regarding technical capabilities/number of technicians.
- •Offer insights into typical ICPs or alternative contact types for partnerships.
Hi team,
We wanted to provide a quick update on our cold calling efforts for Impartner. Over the past week, we conducted 69 dials across your target list, striving to connect with potential partners. We're seeing some valuable initial engagement, and we've successfully booked one meeting with Zensar Technologies so far, which is a great start!
While we encountered a high number of "no answers," which is typical for cold outreach, we also had some solid conversations. Many prospects indicated good relationships with existing solutions or internal restructuring as reasons for not pursuing partnerships at this time. We're also noticing a pattern of needing to quickly identify the right decision-maker.
We've identified some areas where we can refine our approach and are working with our internal BizDev Labs teams to address these. We'll be sending follow-up information where requested and continually working to optimize the campaign. We'll keep you posted as we continue to generate more interest.
The BizDev Labs team
Activity
- •1 dial attempt made to target prospects
- •Connected with 1 prospect
- •1 conversation held with prospect
- •No meetings booked from this call
Metrics
- •Dials: 1, Connects: 1, Conversations: 1, Meetings: 0
- •Connect rate: 100% (1/1)
- •Conversation rate: 100% (1/1)
- •Meeting rate: 0% (0/1)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Leakzon ACE26_Utilities - First 200 | 1 | 1 | 1 | 0 |
Dispositions
- •Not Qualified1
Client feedback
- •Prospect was not qualified for Leakzon's offering
Bottlenecks
- •Prospects unqualified for the service
- •Limited data on target ICP for this sequence
Next actions
- •Review current ICP definition with Leakzon.
- •Refine targeting for future call lists to ensure qualification.
Action items by department
Strategy
- •Re-evaluate ICP definition with Leakzon.
List Building
- •Build more targeted lists based on refined ICP.
Client
- •Provide clearer ICP definition.
Hi Leakzon team,
We wanted to share a quick update on our cold outreach efforts. Today, we conducted 1 cold call for the "Leakzon ACE26_Utilities - First 200" sequence. We were able to connect and have a conversation with the prospect, which is a great start for engagement.
While we had a 100% connect and conversation rate on this initial call, the prospect ultimately proved to be not qualified for Leakzon's service. This highlights a potential area for refinement in our targeting. We are seeing that this specific sequence might need some adjustment to better align with your ideal customer profile.
Our next steps will be to strategize with you on refining the ICP and ensuring that subsequent lists are built with even tighter qualification criteria. We're committed to optimizing our outreach to generate high-quality leads for you.
Activity
- •Dials made to 96 prospects across various utilities.
- •Connected with 17 decision-makers or gatekeepers.
- •Engaged in 14 conversations lasting over 60 seconds.
- •Successfully booked 2 meetings for Leakzon.
- •Identified several prospects needing more information.
Metrics
- •96 Dials resulted in 17 Connects (17.7% connect rate).
- •17 Connects led to 14 Conversations (82.4% conversation rate).
- •14 Conversations yielded 2 Meetings (14.3% meeting rate).
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Leakzon Active Utilities List | 96 | 17 | 14 | 2 |
Dispositions
- •No answer77
- •Not Qualified11
- •Send More Info2
- •Bad/Wrong Number2
- •Connected - Meeting Booked2
- •Connected1
- •Gatekeeper1
Client feedback
- •High volume of 'No answer' dispositions (77 calls).
- •Several prospects were 'Not Qualified', indicating potential list refinement needs.
- •A few prospects requested more information via email.
- •One prospect was on vacation and another stated they were not the right contact for leak prevention.
Bottlenecks
- •High volume of voicemails and no answers, impacting overall connection rate.
- •Some contacts not being the correct point of contact for leak prevention, indicating list quality issues.
- •Need for immediate follow-up collateral for prospects requesting more information.
Next actions
- •Continue outreach to high-value prospects for follow-up.
- •Refine targeting criteria for future lists based on unqualified feedback.
- •Develop tailored email collateral for prospects requesting more information.
- •Analyze call recordings for patterns in successful vs. unsuccessful conversations.
Action items by department
List Building
- •Review and refine criteria for the 'Leakzon Active Utilities List' based on Not Qualified dispositions and bad numbers.
- •Ensure primary contacts are decision-makers for leak prevention.
Strategy
- •Develop more persuasive openers to qualify prospects faster.
- •Assist in creating email collateral for 'Send More Info' requests.
Cold Calling
- •Focus on improving connect rate through strategic dialing times and voicemail strategies.
- •Tailor pitches more effectively based on initial prospect responses.
Email
- •Prepare email templates for 'Send More Info' follow-ups.
Customer Success
- •Follow up on booked meetings to ensure smooth transitions.
Hi Leakzon Team,
We're checking in with an update on our cold calling efforts for the campaign as of July 2, 2026. This week we completed 96 dials targeting prospects on the "Leakzon Active Utilities List." We connected with 17 individuals, leading to 14 conversations and successfully booking 2 meetings for you.
While our conversation rate on connections was strong at 82.4%, we observed a high number of "No answer" dispositions, which impacted our overall connect rate of 17.7%. We also encountered several "Not Qualified" contacts and a few bad numbers, suggesting some opportunities to refine our target list to ensure we're reaching the most relevant decision-makers.
Moving forward, we're leveraging the insights gained from these calls to refine our strategy. The meetings booked are positive indicators, and we'll be working with our internal teams at BizDev Labs to address the identified bottlenecks, including list quality and providing prompt follow-up information to interested prospects. We anticipate an even more efficient approach in the coming weeks.
We'll continue to optimize our outreach to secure more quality meetings for Leakzon. Please let us know if you have any questions or additional feedback.
The BizDev Labs team
LivePro · 259 calls · July 2, 2026
Outreach Update: LivePro Cold Call Campaign Progress (July 2, 2026)
Activity
- •Dials on 259 prospects in the LivePro ICP List - Sam sequence.
- •Connected with 12 prospects, resulting in 4 conversations.
- •Successfully booked 1 meeting, a strong win!
- •Encountered a significant number of 'No answer' dispositions.
Metrics
- •Dials: 259
- •Connects: 12 (4.63% connect rate)
- •Conversations: 4 (33.33% conversation rate)
- •Meetings: 1 (25% meeting rate)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| LivePro ICP List - Sam | 259 | 12 | 4 | 1 |
Dispositions
- •No answer240
- •Connected7
- •Bad/Wrong Number5
- •Not Qualified3
- •Busy2
- •Send More Info1
- •Connected - Meeting Booked1
Client feedback
- •Several prospects indicated unavailability for cold calls, suggesting email follow-up.
- •One prospect mentioned already exploring other agent assist solutions.
- •Two prospects reported wrong numbers, indicating potential list quality issues.
Bottlenecks
- •High volume of no answers impacting connect rate.
- •Some inaccurate prospect phone numbers.
- •Need to refine initial pitch for harder-to-reach prospects.
Next actions
- •Strategize on improving connect rates for future outreach.
- •Clean the existing prospect list for inaccurate numbers.
- •Develop tailored email follow-up for initial contacts.
- •Leverage wins from booked meetings to refine messaging.
Action items by department
Strategy
- •Review messaging for improved engagement and objection handling.
List Building
- •Conduct data hygiene on existing lists to remove bad numbers.
- •Verify contact information for new lists more rigorously.
Email
- •Develop compelling email follow-up sequences for cold call connects.
Client
- •Provide insights on current sales collateral for potential sharing.
Hi LivePro Team,
We wanted to give you an update on our cold call campaign activity for July 2, 2026. We made a total of 259 dials in the 'LivePro ICP List - Sam' sequence. While we encountered a high volume of 'no answers,' we successfully connected with 12 prospects, leading to 4 conversations and one booked meeting – a fantastic result to build on!
Overall, our efforts are showing potential, especially with that first meeting booked. We've identified some areas for refinement and are already working on strategies to improve our connect rates and overall engagement. Our key takeaway is the importance of accurate contact data and compelling follow-up.
We're actively addressing bottlenecks observed, such as list quality and evolving our call approach to maximize every interaction. We'll be in touch soon with our plan to implement these adjustments and continue driving results for LivePro. We appreciate your continued partnership.
Best regards,
The BizDev Labs team
Activity
- •Dials on CX/CEO/Ops contacts for major enterprises, primarily Microsoft, Oracle, and Amazon AWS.
- •Made 8 connects, mostly with CX and Operations leaders.
- •Engaged in 7 conversations longer than 60 seconds.
- •Received one 'Send More Info' request which our team is following up on.
- •Identified several wrong numbers and prospects not ideally qualified.
Metrics
- •87 dials, with a connect rate of 9.2% (8/87).
- •7 conversations, resulting in a conversation rate of 87.5% (7/8).
- •0 meetings booked.
- •The sequence 'LivePro (G2 List)' yielded 87 dials, 8 connects, and 7 conversations.
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| LivePro (G2 List) | 87 | 8 | 7 | 0 |
Dispositions
- •No answer74
- •Not Qualified7
- •Bad/Wrong Number4
- •Wrong number1
- •Send More Info1
Client feedback
- •Frequent 'Not Qualified' or 'Wrong Number' dispositions.
- •Prospects were sometimes unaware of the relevant department or person to speak with.
- •One prospect was not interested, finding the 'presentation too fancy'.
- •One prospect was reached on their personal cell and preferred not to engage.
Bottlenecks
- •Low connect rate suggests potential data quality issues or suboptimal timing.
- •A high number of 'Not Qualified' and 'Wrong Number' responses indicates list quality concerns or targeting issues.
- •Lack of immediate meeting bookings suggests a need to refine our pitch strategy.
Next actions
- •Continue to nurture the 'Send More Info' lead.
- •Analyze call recordings for common objections to refine our messaging.
- •Evaluate targeting criteria to improve list quality for future outreach.
- •Strategize on improving our connect rate with decision-makers.
Action items by department
List Building
- •Review and improve lead quality based on 'Wrong Number' and 'Not Qualified' feedback.
- •Refine targeting criteria for CX/Ops leaders.
Strategy
- •Revise cold call script and value proposition to address 'not interested' feedback.
- •Develop strategies to increase immediate meeting bookings.
Cold Calling
- •Focus on improving connect rates through optimized dialing times and techniques.
Customer Success
- •Follow up immediately on the 'Send More Info' lead.
Client
- •Help us clarify ideal customer profile for better targeting.
- •Provide insights on common objections and successful counterpoints.
Hi team,
We wanted to provide you with an update on our recent cold calling efforts for LivePro. This past week, we completed 87 dials targeting key contacts across various enterprises to introduce LivePro's solutions. We made 8 connections and successfully engaged in 7 conversations lasting over 60 seconds. Our primary focus remains on reaching CX, CEO, and Operations leaders, often at major organizations like Microsoft, Oracle, and Amazon AWS.
While our conversation rate with those who connect is strong at 87.5%, we did encounter a number of challenges, including a relatively low connect rate of 9.2% and a significant portion of calls ending in 'No answer' or being 'Not Qualified'. We also noted several instances of incorrect numbers, suggesting a need to refine our lead data.
Moving forward, we're dedicated to improving these metrics. We'll be working internally to analyze our current approach, refine our messaging based on prospect feedback, and optimize our targeting. We look forward to discussing these insights further and strategizing on how we can continue to drive impactful results for LivePro.
The BizDev Labs team
Activity
- •Dials made to 77 unique prospects as part of the Impartner Steal List from Partnerstack sequence.
- •Engaged in 19 connects, with a focus on identifying key decision-makers.
- •Achieved 6 conversations lasting over 60 seconds, indicating initial prospect engagement.
- •Identified several prospects either using competitors or not qualified at this time.
- •Received requests to send more information for two interested prospects.
Metrics
- •77 Dials, 19 Connects, 6 Conversations, 0 Meetings booked.
- •Connect rate: 24.7% (19 Connects / 77 Dials).
- •Conversation rate: 31.6% (6 Conversations / 19 Connects).
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Impartner Steal List from Partnerstack | 77 | 19 | 6 | 0 |
Dispositions
- •No answer55
- •Connected10
- •Not Qualified6
- •Send More Info2
- •Busy1
- •Wrong number1
- •Bad/Wrong Number1
- •Using Competitor1
Client feedback
- •A significant portion of calls resulted in no answer, suggesting potential list quality or timing issues.
- •Some prospects indicated they are already using competing solutions or are not qualified for the partnership.
- •Received specific requests for email follow-up for more information, indicating a need for dedicated email nurture.
- •A few prospects expressed being busy and requested follow-up at a later, indicated time.
Bottlenecks
- •High volume of 'no answers' suggests a need to refine dialing strategies and potentially list cleansing.
- •Several prospects were either not qualified or already using competitors, impacting conversion efficiency.
- •Scheduling follow-ups during live calls proved challenging with busy prospects.
Next actions
- •Continuing to refine call scripts and objection handling for 'using competitor' scenarios.
- •Prioritizing email follow-ups for prospects requesting more information.
- •Analyzing call times further to optimize for higher connect rates.
Action items by department
Strategy
- •Develop an enhanced discovery script to quickly qualify or disqualify prospects.
- •Review overall outreach strategy based on disposition trends.
List Building
- •Segment lists to identify and exclude prospects already using competitor solutions.
- •Verify contact numbers to reduce 'wrong number' and 'no answer' rates.
Cold Calling
- •Focus on improving conversation-to-meeting conversion techniques.
- •Implement strategies for overcoming 'busy' and 'call back later' objections.
Email
- •Craft compelling follow-up emails for prospects requesting more information.
Hi PartnerStack team,
We wanted to share a concise update on our cold call outreach efforts for the Impartner Steal List from Partnerstack initiative this past week, covering July 2-6. We ran 77 dials for your campaign, resulting in 19 connects and 6 conversations. While we haven't booked any meetings yet, we gathered valuable insights from these interactions.
A key observation is the frequency of 'no answers' and some prospects indicating they are either not qualified or already using a competitor. This feedback is crucial and helps us understand where we can refine our approach and targeting. We also had a couple of conversations where prospects requested more information, indicating an initial level of interest.
Moving forward, we're focusing on refining our list quality and optimizing our call times. Our strategy and list building teams will be reviewing the data to ensure we're targeting the most relevant prospects, and our cold calling team will be adjusting their approach to convert more conversations into meetings. We'll also be preparing tailored email collateral for those who've shown initial interest.
We're committed to maximizing the effectiveness of this campaign and will keep you updated on our progress. If you have any questions or additional insights, please don't hesitate to reach out.
Best regards,
The BizDev Labs team
Activity
- •Generated 124 total dial attempts for B2B marketing prospects
- •Successfully connected with 12 prospects over the phone
- •Engaged in 5 conversations lasting longer than 60 seconds
- •Booked 1 meeting from these conversations with Orbital
- •Gathered feedback on market interest for Quotient's offering
Metrics
- •Dials: 124, Connects: 12, Conversations: 5, Meetings: 1
- •Connect rate: 9.7% (12/124)
- •Conversation rate: 41.7% (5/12)
- •Meeting rate: 20.0% (1/5)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Quotient USA ICP List | 124 | 12 | 5 | 1 |
Dispositions
- •No answer110
- •Connected5
- •Not Qualified4
- •Bad/Wrong Number2
- •Send More Info1
- •Using Competitor1
- •Connected - Meeting Booked1
Client feedback
- •Frequent voicemails and no answers indicate low pickup rates.
- •Prospects are generally using existing solutions (e.g., HubSpot) and lack budget for new tools.
- •Some prospects expressed disinterest or requested clearer value propositions.
- •Opportunities for follow-up on data management challenges with current solutions.
Bottlenecks
- •Low pickup rates are impacting overall connection volume.
- •Initial messaging could be refined to better articulate immediate value.
- •Prospects often committed to existing CRM/marketing platforms.
Next actions
- •Continue to nurture prospects who requested more information.
- •Adjust call scripts to address common objections regarding existing solutions.
- •Prioritize list segments with higher engagement potential.
- •Follow up with Angie Wang to research data management tools.
Action items by department
Cold Calling
- •Focus on refining opening statements for immediate value capture.
- •Implement strategies to improve pickup rates on key lists.
Strategy
- •Review and iterate on messaging to differentiate from competitors.
- •Deepen ICP analysis to identify more receptive target accounts.
Customer Success
- •Address the need for data management solutions for prospects using competitors.
List Building
- •Analyze call data to identify more responsive list segments.
Hi Quotient Team,
We wanted to share an update on our cold calling efforts for the period of July 2 - July 6, 2026. We made 124 total dial attempts, resulting in 12 connections, 5 productive conversations, and successfully booked one meeting with Orbital. This initial outreach has provided valuable insights into the market's current landscape and receptiveness.
The main sequence we focused on, "Quotient USA ICP List," generated the majority of this activity. We're observing a common theme where many prospects are currently satisfied with existing solutions or have budget limitations. However, there's also a clear signal around challenges with data management within their current platforms, which could be a significant opportunity for Quotient.
Moving forward, we'll be refining our messaging to highlight Quotient's distinct value, particularly for teams facing data inefficiencies. We'll also be focusing our efforts on warming up conversations prior to the call and collaborating internally to address the feedback received. We're committed to optimizing our approach to drive more qualified conversations and meetings for you.
Please let us know if you have any questions or require further details as we continue these efforts.
Best,
The BizDev Labs team
Activity
- •Dials made for Regulatory Affairs Managers, CEOs, and other executives across various companies.
- •One live connect occurred, but the call was brief due to technical issues.
- •Focused outreach on the provided 'RDI - Target List - Aware New untapped' sequence.
- •Identified low pickup rates across the board.
Metrics
- •Dials: 19, Connects: 1, Conversations: 0, Meetings: 0
- •Connect Rate: 5.3% (1 Connect / 19 Dials)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| RDI - Target List - Aware New untapped | 19 | 1 | 0 | 0 |
Dispositions
- •No answer18
- •Connected1
Client feedback
- •One prospect had audio difficulties preventing further conversation.
- •The primary sentiment from the dials was 'No answer'.
Bottlenecks
- •Extremely low connect rate, indicating potential issues with phone numbers or timing.
- •Absence of substantive conversations prevents deeper feedback collection.
- •Lack of immediate follow-up strategy for high-level decision makers who didn't pick up.
Next actions
- •Review and potentially enrich current contact numbers for better accuracy.
- •Strategize on optimal calling times for target personas.
- •Develop voicemail and email follow-up strategies for unreached prospects.
Action items by department
List Building
- •Audit existing phone numbers and source additional, verified contact information.
Strategy
- •Optimize calling windows for target personas to improve connect rates.
- •Refine messaging to tackle common objections or engage prospects effectively.
Cold Calling
- •Implement new strategies for leaving voicemails and handling gatekeepers.
Client
- •Provide insights on ideal calling times for your target audience.
Hi RDI Team,
We wanted to share an update on our recent cold calling activity on your behalf. Over the past few days, we made 19 dials for your 'RDI - Target List - Aware New untapped' sequence, targeting Regulatory Affairs Managers, CEOs, and other executives. We managed to connect with one prospect, though the conversation was cut short due to technical issues on their end. The majority of our dials resulted in no answer, indicating a need to refine our approach.
Our current connect rate stands at 5.3%, with 0 conversations and 0 meetings booked from this initial outreach. We're seeing an extremely low pickup rate, which is a key bottleneck right now. This makes it challenging to gather comprehensive qualitative feedback or schedule follow-up actions.
We're already putting together an action plan to address these initial findings. This includes reviewing and enriching the contact data for higher accuracy, strategizing on optimal timing for calls to improve connect rates, and developing more robust voicemail and email follow-up strategies for those we couldn't reach live. We're confident that with these adjustments and your input, we can enhance our outreach effectiveness. We’ll be in touch soon with next steps and any specific requests for your team.
The BizDev Labs team
Activity
- •Completed 21 dial attempts to new prospects.
- •Connected with 4 prospects.
- •Had 1 conversation (longer than 60 seconds).
- •Booked 1 meeting from the conversation.
- •Identified a strong interest in storage solutions from one prospect.
Metrics
- •Dials: 21, Connects: 4, Conversations: 1, Meetings: 1
- •Connect rate: 19% (4/21)
- •Conversation rate: 25% (1/4)
- •Meeting rate: 100% (1/1)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| RDI - Target List - Cross/selling | 21 | 4 | 0 | 0 |
Dispositions
- •No answer17
- •Connected4
Client feedback
- •One prospect was interested in storage solutions.
- •One prospect asked for the caller's identity and company.
- •Many prospects did not answer, indicating potential for voicemails or follow-up attempts.
- •General disinterest in current offerings from one connect.
Bottlenecks
- •High volume of 'no answer' calls suggests potential low pick-up rates.
- •Some connected calls were very short, indicating a need to refine opening lines.
- •Only one conversation was achieved despite 4 connections.
Next actions
- •Continue with the existing 'RDI - Target List - Cross/selling' sequence.
- •Focus on improving conversation duration on connected calls.
- •Explore optimizing call times to increase connect rates.
- •Review and refine opening scripts to immediately capture prospect interest.
Action items by department
Cold Calling
- •Continue outreach on the current target list.
- •Focus on script refinement and handling initial objections.
Strategy
- •Analyze call times for optimal contact windows.
- •Review messaging for early engagement tactics.
Customer Success
- •Prepare for the booked meeting by providing relevant collateral.
Hello RDI Team,
We wanted to provide a quick update on our cold calling efforts for the past week. We placed a total of 21 calls on the 'RDI - Target List - Cross/selling' sequence, connecting with 4 prospects. One of these connections evolved into a successful conversation, leading to a booked meeting, which was a positive outcome. We saw one prospect express potential interest in storage solutions, which presents an interesting area to explore.
While our connect rate stood at 19%, we observed a high number of 'no answer' dispositions. This indicates potential opportunities to refine our dial strategy, perhaps by adjusting calling times or implementing more robust voicemail follow-up. The conversation rate from connects was 25%, and we're pleased to report a 100% meeting rate from that single conversation.
Moving forward, we will continue to work through the current target list. We'll be focusing on optimizing our approach to increase connects and convert more of them into meaningful conversations. The Strategy team will be reviewing call data for insights into improving our timing and messaging, while the Cold Calling team will concentrate on script refinement. Our Customer Success team is already preparing to support the upcoming meeting. We appreciate your continued partnership.
The BizDev Labs team
Activity
- •Made 7 dial attempts targeting whitepaper downloaders.
- •Connected with 2 prospects, qualifying one as a wrong number.
- •Engaged in 1 conversation that lasted over 60 seconds.
- •Successfully booked 1 meeting with a Senior Project Manager at GenDx Products.
- •Discovered a new diagnostics project is in the works for one prospect, confirming future clinical study needs.
Metrics
- •Dials: 7, Connects: 2, Conversations: 1, Meetings: 1
- •Connect Rate: 28.6% (2/7)
- •Conversation Rate: 50.0% (1/2)
- •Meeting Rate: 100% (1/1)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| RDI - Whitepaper downloaders | 7 | 1 | 1 | 1 |
Dispositions
- •No answer5
- •Wrong number1
- •Connected - Meeting Booked1
Client feedback
- •One prospect indicated they are not currently handling clinical trials but will in 2-3 years.
- •One conversation uncovered a complete misdial for another company.
- •Some numbers appear to be incorrect or outdated for the target contacts.
Bottlenecks
- •Several contacts resulted in no answer, suggesting potential data quality issues.
- •An instance of wrong number indicates gaps in contact information accuracy.
Next actions
- •Continue outreach to the remaining whitepaper downloaders.
- •Verify contact details for prospects before dialing.
- •Strategize on re-engaging prospects who are 2-3 years out.
- •Prepare comprehensive notes for the upcoming meeting with Dirk Geerts.
Action items by department
List Building
- •Review and cleanse the 'Whitepaper downloaders' list.
- •Prioritize contact verification for future calling.
Customer Success
- •Ensure smooth handover of the booked meeting details.
- •Gather more context for the GenDx meeting to optimize the outcome.
Strategy
- •Develop a nurture plan for long-term prospects (e.g., 2-3 years out).
Hi RDI Team,
We're checking in with an update on our cold calling efforts for this past week. We made 7 dials, resulting in 2 connects and 1 significant conversation, which successfully led to 1 booked meeting. The primary sequence we focused on was 'RDI - Whitepaper downloaders,' yielding our first booked meeting with a Senior Project Manager at GenDx Products.
Our connect rate was 28.6%, and we're pleased to report a 100% meeting rate from our qualified conversations. We did encounter some data quality issues, with a number of 'no answers' and one 'wrong number' disposition. This suggests we need to refine our contact information before dialing.
Looking ahead, we'll continue working through the existing lists while our List Building team reviews and verifies contact data. We're also strategizing on how to best nurture prospects who are interested but not yet ready for immediate engagement. We're excited about the meeting booked and will ensure all details are seamlessly transferred and supported by our Customer Success team. We've included a breakdown of our activity, metrics, and next steps below.
The BizDev Labs team
Activity
- •We made 3 dial attempts to your prospects.
- •No connections were made this week.
- •No conversations initiated.
- •No meetings booked from these calls.
Metrics
- •Total Dials: 3
- •Connect rate: 0%
- •Conversation rate: 0%
- •Meeting rate: 0%
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| StrikeReady LinkedIn Demo Engagers | 3 | 0 | 0 | 0 |
Dispositions
- •No answer3
Client feedback
- •All calls resulted in no answer, suggesting potential timing or contact accuracy issues.
Bottlenecks
- •Low pickup rates, with all calls going unanswered.
- •Potential for outdated contact numbers or incorrect calling times.
Next actions
- •We will analyze call times further to optimize outreach.
- •We will review the list for alternative contact numbers or updated information.
- •We will explore additional sequences to diversify outreach methods.
Action items by department
Cold Calling
- •Adjust calling times for future attempts.
- •Focus on A/B testing different call scripts/openers (if connected).
List Building
- •Verify accuracy of existing contact numbers.
- •Research and add alternative contact details for current prospects.
Strategy
- •Evaluate overall campaign strategy given initial pickup rates.
- •Suggest alternative engagement tactics beyond cold calling.
Hi StrikeReady Team,
We wanted to give you a quick update on our cold calling efforts for the week of July 1st. In this period, we initiated 3 calls as part of the “StrikeReady LinkedIn Demo Engagers” sequence. While we didn't connect with anyone this week, and all calls resulted in no answers, this gives us clear data points to refine our approach.
Our analysis suggests that low pickup rates are currently a bottleneck, potentially due to contact data accuracy or optimal calling times. We're taking immediate steps to address this, including adjusting our calling schedule and reviewing the provided contact lists. We'll be working closely with our List Building and Strategy departments to ensure we’re reaching the right people at the right time.
We appreciate your continued partnership and are committed to optimizing this outreach channel for StrikeReady. We'll keep you posted on our progress and any insights we uncover.
The BizDev Labs team
Activity
- •We completed 12 dials targeting CISO and Information Security Specialists.
- •Connected with two prospects, a connect rate of 16.7%.
- •One conversation lasted longer than 60 seconds (8.3% conversation rate).
- •No meetings were booked during this period.
- •One prospect requested more information.
- •Encountered a bad/wrong number for one prospect.
Metrics
- •Total Dials: 12
- •Connects: 2 (16.7% Connect Rate)
- •Conversations: 1 (50% Conversation Rate)
- •Meetings Booked: 0
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| StrikeReady SOC Hiring/Alert Fatigue | 12 | 1 | 0 | 0 |
Dispositions
- •No answer10
- •Send More Info1
- •Bad/Wrong Number1
Client feedback
- •Primarily reached voicemails, indicating potential timing issues or direct line challenges.
- •One connection was a bad/wrong number, suggesting some data hygiene needs.
- •One prospect requested more information via email for later review, indicating interest.
Bottlenecks
- •Overall low connect rate for the dials made.
- •High number of 'no answers' suggests potential issues with contact data or calling times.
- •One bad/wrong number indicates a need for list refinement.
Next actions
- •Refine calling strategy to improve connect rates.
- •Prioritize follow-up for the prospect requesting more information.
- •Analyze call times for better engagement windows.
- •Review and clean prospect list based on feedback.
Action items by department
Cold Calling
- •Adjust calling cadence and times for improved pickups.
List Building
- •Verify and clean contact numbers to reduce bad/wrong numbers.
- •Research optimal calling times for target personas.
Email
- •Draft and send the requested information to Daniel Sanz.
Strategy
- •Review overall outreach approach to optimize connect and conversation rates.
Hi StrikeReady Team,
We're providing an update on our cold calling efforts for the campaign as of July 1st, 2026. We made 12 dials focusing on the "StrikeReady SOC Hiring/Alert Fatigue" sequence. During this initial push, we connected with two prospects, leading to one conversation that lasted over 60 seconds. While we didn't book any meetings this week, we did have one prospect, Daniel Sanz from Deloitte, request more information via email, which is a positive step.
The primary challenge we observed was a high number of "no answers," accounting for 10 out of the 12 dials. This resulted in a connect rate of 16.7%. We also encountered one bad number, indicating a need for some list hygiene. These initial results suggest there's room to optimize our approach to increase live conversations.
Moving forward, we will be refining our calling strategy, including exploring different calling times to improve our connect rates. Our email team will be following up promptly with Daniel Sanz as requested. We'll also be working with our list building team to ensure the accuracy of our contact data to minimize unconnectable calls.
The BizDev Labs team
Activity
- •Executed 302 dials over the past two days for the 'StrikeReady - June25th Event' sequence.
- •Connected with 28 prospects, resulting in 3 conversations lasting over 60 seconds.
- •Received requests for more information from prospects who were initially busy.
- •Identified several wrong numbers and unqualified contacts during live discussions.
Metrics
- •Dials: 302, Connects: 28, Conversations: 3, Meetings: 0
- •Connect Rate: 9.3% (28/302)
- •Conversation Rate: 10.7% (3/28)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| StrikeReady - June25th Event | 302 | 28 | 3 | 0 |
Dispositions
- •No answer266
- •Connected19
- •Bad/Wrong Number8
- •Send More Info6
- •Not Qualified3
Client feedback
- •A significant number of prospects were unavailable or requested email follow-up due to busy schedules.
- •Several contacts immediately stated they were not interested, some due to being on personal/mobile numbers.
- •Identified a few instances of bad/wrong numbers in the current list.
- •One prospect indicated they were no longer with their listed company and were currently not working.
Bottlenecks
- •High volume of 'No Answer' and short connected calls, likely indicating low intent or poor timing.
- •Several prospects cited being called on personal or wrong numbers, impacting list quality and engagement.
- •No meetings booked yet, and some conversations quickly revealed disinterest.
Next actions
- •Segment 'Send More Info' contacts for email follow-up from our team as requested.
- •Review call recordings for common objections to refine messaging further.
- •Analyze the 'Bad/Wrong Number' dispositions to improve future list quality.
- •Strategize on improving conversion from connected calls to conversations/meetings.
Action items by department
List Building
- •Audit and cleanse current prospect lists for bad/wrong numbers and unqualified contacts.
- •Refine targeting criteria to improve the likelihood of reaching relevant and available contacts.
Strategy
- •Evaluate existing messaging for greater impact during initial connections.
- •Develop tactics to navigate early disinterest and busy signals effectively.
Email
- •Craft and send tailored follow-up emails for prospects requesting more information.
Hi team,
We're checking in with an update on the cold calling activity for StrikeReady from the past two days. We've made 302 dials, resulting in 28 connections and 3 conversations. While we haven't booked any meetings yet, we are actively engaging with prospects and gathering valuable feedback.
We're noting a high number of "no answers" and some connections quickly ending due to prospects being busy or indicating disinterest. We've also identified several instances of bad or wrong numbers on the lists, which is impacting our connect rate. We are committed to optimizing our approach and converting these initial connects into qualified opportunities.
Moving forward, we'll be focusing on refining our outreach strategy based on the feedback received and improving the quality of our prospect lists. We're confident that with some adjustments to messaging and data, we can increase our conversion rates. We'll be in touch soon with our next steps.
The BizDev Labs team
Activity
- •We executed 1,064 dial attempts on your behalf.
- •We connected with 37 prospects, leading to 7 conversations over 60 seconds.
- •We successfully identified several prospects who were not a good fit for immediate outreach.
- •We managed to secure interest for more information from 9 prospects.
- •Conversations revealed current use of competitor tools and specific budget timelines.
Metrics
- •Connect rate: 3.48% (37 / 1064 dials)
- •Conversation rate: 18.92% (7 / 37 connects)
- •Meeting rate: 0% (0 / 7 conversations). This is an area we will focus on improving.
- •Average call duration for conversations: 109.8 seconds
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Velocity Engine Sam List | 1064 | 37 | 7 | 0 |
Dispositions
- •No answer1007
- •Connected19
- •Bad/Wrong Number16
- •Send More Info9
- •Not Qualified7
- •Busy4
- •Using Competitor2
Client feedback
- •Many contacts were not available when called, often requesting email follow-up.
- •Some prospects indicated they are already using competitor solutions.
- •Several prospects asked to be removed from our call lists, highlighting the need for refined targeting.
- •Feedback included explicit budget cycles (e.g., 'not until fall 2026').
Bottlenecks
- •High volume of voicemails and no-answers impacts overall connect rate.
- •Several prospects indicated they are already utilizing competitors, suggesting a need for more granular targeting or competitive differentiation in messaging.
- •Occasional incorrect contact information leading to 'bad/wrong number' dispositions.
- •Difficulty in securing meetings from connected conversations.
Next actions
- •We will refine our list segmentation to improve connect rates and target more receptive prospects.
- •We need to develop more compelling value propositions for prospects already using competitor solutions.
- •We will implement strategies to convert more conversations into booked meetings.
- •We will re-evaluate our cold calling script for better engagement and meeting booking.
Action items by department
List Building
- •Review and update contact data accuracy to reduce 'bad/wrong number' dispositions.
- •Segment lists more granularly based on ICP signals and past feedback.
Strategy
- •Develop stronger competitive differentiators for the sales script.
- •Refine messaging to address common objections encountered during calls.
Cold Calling
- •Revise call scripts to optimize for deeper conversations leading to meetings.
- •Focus on improving techniques for navigating gatekeepers and gaining prospect interest quickly.
Email
- •Create targeted follow-up email templates for 'Send More Info' dispositions.
- •Develop compelling sales collateral for warm leads.
Client
- •Provide updated Ideal Customer Profile (ICP) insights if available.
- •Share any existing sales collateral or battlecards against competitors.
Hi team at VelocityEngine, Inc.,
We wanted to provide you with an update on our cold calling efforts for this week. We have diligently worked through 1,064 dial attempts, resulting in 37 connects and 7 quality conversations that extended beyond 60 seconds. While we've seen some promising interactions, specifically with prospects asking for more information, we recognize there's room to grow our meeting booking rate, as we weren't able to schedule any meetings this past period.
Our outreach revealed several key themes. We encountered a fair number of voicemails and instances where prospects were busy or indicated they were using a competitor. This feedback is invaluable as it helps us understand the current landscape and refine our approach. We're already putting plans in motion to address these points and optimize for better results.
We've summarized our actions and recommendations by department, and we're committed to continuously refining our strategies. Your input on our next steps and any additional resources you can provide will be highly beneficial as we move forward.
Best regards,
The BizDev Labs team
Activity
- •Called 65 unique prospects on your behalf
- •Connected with 2 prospects through attempted dials
- •Engaged in 0 conversations lasting over 60 seconds
- •Booked 0 meetings from these calls
- •Encountered a high number of voicemails
Metrics
- •Dials: 65
- •Connects: 2
- •Conversations: 0
- •Meetings: 0
- •Connect rate: 3.1%
- •Conversation rate: 0%
- •Meeting rate: 0%
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Velocity Engine ICP List - Sam | 65 | 1 | 0 | 0 |
Dispositions
- •No answer63
- •Connected1
- •Bad/Wrong Number1
Client feedback
- •One prospect was a bad/wrong number, indicating potential data quality issues for certain contacts.
- •One connect was very brief and not a true conversation, suggesting the need for more engaging opening lines to hold attention.
Bottlenecks
- •Very low connection rate, primarily hitting voicemails.
- •A bad/wrong number in the list suggests some data may be outdated.
- •Difficulty in converting short connects into meaningful conversations.
Next actions
- •Continue dialing the Velocity Engine ICP List - Sam
- •Refine opening lines to immediately capture prospect interest on connects
- •Review and scrub phone numbers for accuracy in specific accounts
- •Strategize on improving connect rates through alternative contact methods
Action items by department
List Building
- •Verify and scrub phone numbers for potential inaccuracies flagged during calls.
Strategy
- •Develop new opening lines to increase conversation length.
- •Explore alternative contact strategies to improve connect rates.
Cold Calling
- •Focus on leveraging voicemails effectively and leave compelling messages.
Hi VelocityEngine, Inc. Team,
We wanted to provide you with an update on our cold calling efforts for the week. We made a total of 65 dials through the "Velocity Engine ICP List - Sam" sequence. While we connected with 2 prospects, we found that most calls unfortunately went to voicemail, and we weren't able to secure any substantive conversations or meetings at this time.
One specific instance was a bad/wrong number, highlighting a potential area for list refinement. Our current connect rate stands at 3.1%. Converting these brief connections into longer conversations is currently our primary challenge.
Moving forward, we'll be intensifying our efforts on the existing list, and our strategy team will be working on new approaches to improve call effectiveness, including refining our opening lines. We'll also cross-reference any flagged inaccurate contact information to ensure we're reaching the right people.
We appreciate your continued partnership and are committed to optimizing our approach to drive better results.
VelocityEngine, Inc. · 173 calls · July 2nd, 2026
VelocityEngine Cold Call Outreach Update — July 2nd, 2026
Activity
- •Completed 173 dial attempts on your behalf.
- •Connected with 8 prospects.
- •Engaged in 7 conversations lasting over 60 seconds.
- •Successfully booked 1 meeting.
- •Encountered a high volume of 'No answer' dispositions.
Metrics
- •173 Dials resulted in 8 Connects (4.6% connect rate).
- •Out of 8 Connects, 7 became Conversations (87.5% conversation rate).
- •From 7 Conversations, 1 Meeting was booked (14.3% meeting rate).
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Velocity Engine Justin List Part 2 | 173 | 8 | 7 | 1 |
Dispositions
- •No answer164
- •Not Qualified6
- •Connected1
- •Bad/Wrong Number1
- •Connected - Meeting Booked1
Client feedback
- •A few prospects cited not being the right person for the conversation.
- •One prospect was uncomfortable receiving a call on their personal phone, indicating potential list quality issues or unexpected outreach channels.
- •Some prospects acknowledged the product's relevance but indicated no immediate investment capacity.
Bottlenecks
- •High number of 'no answers' suggesting potential issues with contact data or calling times.
- •Some contacts indicated they were not the correct person to speak with.
- •One bad/wrong number encountered.
Next actions
- •Continue outreach to prospects from the 'Velocity Engine Justin List Part 2' sequence.
- •Prioritize follow-up with prospects who were 'Not Qualified' but showed some engagement.
- •Review call recordings for insights on improving pitch and handling objections.
- •Optimize calling times to increase connect rates.
Action items by department
List Building
- •Investigate the source and quality of the “Velocity Engine Justin List Part 2” list for potential data inaccuracies.
- •Cross-reference contact numbers to minimize bad/wrong numbers going forward.
Strategy
- •Evaluate current ICP definition based on 'Not Qualified' feedback.
- •Refine messaging to better qualify prospects earlier in the call.
Cold Calling
- •Analyze call durations and sentiment for unbooked conversations to identify improvement areas.
Hi team,
We wanted to provide a quick update on our cold calling efforts for VelocityEngine for yesterday, July 2nd. We completed 173 dials and achieved an 87.5% conversation rate among those we connected with. We're pleased to report that we successfully booked 1 meeting, a positive step forward. The outreach focused on the "Velocity Engine Justin List Part 2" sequence, which accounted for all activity this period.
While our conversation-to-meeting rate is strong, we observed a high number of no answers and a few instances where prospects indicated they weren't the right contact or were uncomfortable receiving calls on personal lines. This suggests opportunities to refine our contact data and potentially adjust our calling strategy.
We're already planning internal adjustments, including list quality checks and optimizing calling patterns. We'll continue to refine our approach to maximize meeting bookings. We'll keep you posted on our progress and any key learnings.
The BizDev Labs team
Activity
- •Dials: 340 attempts across various prospects.
- •Connects: Engaged with 15 prospects, leading to conversations and meetings.
- •Conversations: 6 dialogues lasting over a minute, gathering qualitative feedback.
- •Meetings Booked: 2 successful meetings scheduled from conversations.
- •Common Dispositions: Mostly no answers, with several direct connects and some unqualified feedback.
Metrics
- •Connect Rate: 4.4% (15 connects from 340 dials)
- •Conversation Rate: 40.0% (6 conversations from 15 connects)
- •Meeting Rate: 33.3% (2 meetings from 6 conversations)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Vestcom List | 340 | 15 | 6 | 2 |
Dispositions
- •No answer321
- •Connected9
- •Not Qualified4
- •Bad/Wrong Number4
- •Connected - Meeting Booked2
Client feedback
- •Low pickup rates are a significant challenge, indicating potential list quality or timing issues.
- •Some prospects were already working with Vestcom, leading to 'Not Qualified' dispositions.
- •A few 'Bad/Wrong Number' dispositions highlight the need for list cleansing.
Bottlenecks
- •Very low connect rate indicates potential issues with phone numbers or calling times.
- •Some prospects were already engaged with Vestcom, suggesting overlap or outdated contacts.
- •Identified a few bad numbers in the current list.
Next actions
- •Continue cold calling efforts with updated strategies for improved connect rates.
- •Analyze call times for optimal outreach to improve connect rates.
- •Develop more targeted messaging based on initial conversations.
- •Collaborate on improving lead list quality for future campaigns.
Action items by department
List Building
- •Review and cleanse the current prospect list for bad/wrong numbers.
- •Ensure future lists are thoroughly vetted to minimize overlap with existing Vestcom clients.
Strategy
- •Develop refined messaging to address common objections and highlight key value propositions.
- •Strategize on improving connect rates through analysis of call data.
Cold Calling
- •Implement optimized calling windows based on prospect time zones and engagement patterns.
- •Refine intro scripts and objection handling for prospects already familiar with Vestcom.
Hi Vestcom Team,
We wanted to provide you with an update on our cold calling efforts on your behalf. We've made 340 dials, resulting in 15 connects and 6 conversations, which ultimately led to 2 booked meetings. This initial outreach has given us valuable insights into prospect engagement and the general reception of our messaging.
While we're pleased to have secured two meetings, we've identified some areas for improvement. A significant portion of our calls resulted in no answer, and some contacts were already engaged with Vestcom. We're actively working to address these bottlenecks to optimize our future efforts. Our team is committed to continuously refining our approach and delivering high-quality results.
We're confident that with continued collaboration and strategic adjustments, we can significantly improve these metrics. We appreciate your partnership as we move forward.
Warehouse Anywhere · 124 calls · This week (July 1st-2nd, 2026)
This week's cold call recap for Warehouse Anywhere
Activity
- •Completed 124 dials on your behalf.
- •Connected with 7 prospects.
- •Had 6 conversations lasting over 60 seconds.
- •Focused on prospecting various operational and procurement roles.
- •Identified several contacts with outdated information.
Metrics
- •Dials: 124, Connects: 7, Conversations: 6, Meetings: 0
- •Connect Rate: 5.6% (7/124)
- •Conversation Rate: 85.7% (6/7)
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Warehouse Anywhere List | 124 | 7 | 6 | 0 |
Dispositions
- •No answer111
- •Not Qualified6
- •Bad/Wrong Number5
- •Connected1
- •Left voicemail1
Client feedback
- •Most calls resulted in no answer, indicating potential phone number quality issues or timing.
- •Received multiple 'Not Qualified' responses, often due to prospects being retired or not directly involved in warehousing decisions.
- •Encountered 'Bad/Wrong Number' dispositions, highlighting opportunities for list refinement.
- •Some prospects were receptive to our outreach but are not currently open to new solutions.
Bottlenecks
- •High volume of no answers and wrong numbers impacting connect rates.
- •Several contacts were not the right person for the outreach, suggesting list accuracy improvements are needed.
Next actions
- •Intensify outreach efforts to improve connect rates through strategic redialing and varying call times.
- •Gather more specific qualifying criteria from your team to refine targeting.
- •Conduct a thorough data cleansing effort on the current list to remove outdated contacts.
- •Brainstorm new messaging angles that address common initial objections around timing or existing solutions.
Action items by department
List Building
- •Review and cleanse current prospect list for accuracy.
- •Research and acquire additional high-quality contact data.
Strategy
- •Develop refined ICP criteria based on 'Not Qualified' feedback.
- •Optimize calling schedule to align with prospect availability.
Cold Calling
- •Focus on gatekeeper navigation techniques to reach decision-makers.
- •Test new opening lines to quickly qualify prospects.
Client
- •Provide detailed feedback on ideal prospect profiles.
- •Share any internal intelligence on common objections.
Hi team,
We wanted to provide a quick recap of our cold calling efforts for Warehouse Anywhere this week. We made 124 dials, resulting in 7 connects and 6 conversations. While we didn't book any meetings this week, we've gathered some valuable insights into the current list and prospect responses.
The primary challenge continues to be reaching prospects, with a high number of no answers and wrong numbers. When we did connect, some individuals were not qualified, indicating a need for more precise targeting. We also encountered situations where prospects weren't currently open to new solutions, which is a good learning point for future messaging.
Moving forward, we are working to refine our approach based on this feedback. Our List Building team will conduct a data cleanse and enhance targeting, while our Strategy team will help us optimize our call times and messaging. We'll also be focusing on effective gatekeeper navigation. Your continued input on ideal prospect profiles and any internal intelligence would be greatly appreciated as we fine-tune our outreach.
The BizDev Labs team
Activity
- •We completed 201 dials on your behalf, focusing on decision-makers.
- •A total of 9 prospects connected with our cold callers.
- •Conversations exceeding 60 seconds were held with 4 prospects.
- •We recorded multiple 'Not Qualified' and 'Bad/Wrong Number' dispositions.
- •Voicemails were a common outcome for many dials.
Metrics
- •We made 201 dials, resulting in 9 connects (4.5% connect rate).
- •Out of 9 connects, 4 turned into conversations (44.4% conversation rate).
- •We booked 0 meetings from these conversations (0% meeting rate).
Sequences run (1)
| Sequence | Dials | Connects | Convos | Meetings |
|---|---|---|---|---|
| Warehouse List 2 | 201 | 9 | 4 | 0 |
Dispositions
- •No answer185
- •Connected4
- •Not Qualified4
- •Left voicemail3
- •Bad/Wrong Number3
- •Wrong number1
- •Send More Info1
Client feedback
- •Several prospects indicated they were not the right contact for storage solutions.
- •One prospect was unemployed, making them not qualified.
- •Some numbers dialed were incorrect or led to individuals not associated with the prospect.
- •A few prospects currently handle logistics and storage internally.
Bottlenecks
- •High volume of 'no answers' is impacting connect rates.
- •Significant number of wrong or unqualified numbers on the provided list.
- •Prospects often not directly responsible for storage solutions.
- •Lack of immediate interest in external storage appears to be a factor.
Next actions
- •We'll be refining our targeting to improve connect rates.
- •We need to refresh and clean up the current prospect list.
- •We'll work on messaging to better qualify prospects upfront.
- •For 'Send More Info' as an outcome, we need to ensure follow-up collateral is ready.
- •Exploring alternative contact methods for prospects not reachable by phone.
Action items by department
List Building
- •Audit existing prospecting list for accuracy and relevance.
- •Research and acquire new, more granular lists based on ICP adjustments.
Strategy
- •Review ICP to better align with decision-makers for storage solutions.
- •Develop refined qualifying questions for cold calls.
Cold Calling
- •Implement new talk tracks to address common objections regarding internal storage.
Customer Success
- •Work with client to understand their specific target personas and pain points.
Client
- •Provide updated contact lists, especially direct lines for relevant roles.
- •Share existing marketing collateral for 'Send More Info' requests.
Hi team at Warehouse Anywhere,
We wanted to share an update on our cold calling efforts for the past week. We've made 201 dials on your behalf, connecting with 9 prospects, and having meaningful conversations with 4 of them. While we didn't book any meetings this week, we're gaining valuable insights into the market.
Our initial outreach focused on the "Warehouse List 2" sequence, seeing 201 dials and 9 connects. A significant portion of our calls resulted in no answer or incorrect numbers, suggesting potential issues with list hygiene and targeting. We also encountered prospects who manage their logistics internally or are not the direct decision-makers for external storage solutions, as well as a few who were simply not qualified.
We're taking these learnings to heart and are already working on several adjustments. We'll be refining our targeting, cleaning up our lists, and developing more focused messaging to improve our connect and conversation rates moving forward. We're committed to optimizing our approach to deliver better results for you.
The BizDev Labs team
