Straight talk for the team

• Phone sourced leads the day after they land. They’re your warmest prospects, Ross or Elliot has already emailed them for you. Anything in your “overdue” count has gone past that window, so start your day there.
• Presentations booked is the number that becomes revenue. As a team we’re at roughly 1.7 a week against a 5 target. If you’re getting decision-makers on the phone but not booking presentations, that’s the thing to crack, so ask for help with it rather than sitting on it.
• Only HubSpot calls count. Dial through HubSpot every time. If you call off-system it won’t show here and you won’t be credited for the work.
• Set an outcome on every call. A call with no outcome doesn’t count as a conversation. Open your Activity detail, clear your “needs an outcome” list, and the board updates the moment you tidy it.
• A company counts once a day. Call the same firm five times and it still counts once, so there’s nothing to gain from padding, and nothing to lose from chasing a live target hard.
• Think a number is wrong? Open your Activity detail, check the calls behind it, and flag it. Fixing the data beats arguing the total.