Are you measuring this KPI in your business?
16 Apr 2024

Chris Wiser says track first-time appointments booked and how many convert to discovery calls or pitches. Review the numbers daily with your team to keep leads moving through the pipeline.

Chris Wiser says track first-time appointments booked and how many convert to discovery calls or pitches. Review the numbers daily with your team to keep leads moving through the pipeline.
I also want us to be checking in on KPIs. So this the most important KPI is how many first time appointments did we book? So this is how many calls are on the calendar. Then I want your bdr. If they are not the one that's moving that lead through the pipeline, I want them to be getting the numbers from you on how many of those FTAs that they booked, how many of those actually went through to the next step, such as their discovery call or pitching the CSRA to them. So it's so, so, so important that every single day you are looking at those numbers that matter. That's going to make sure that they are clear on what their goal is. Because again, these are people. People get distracted. They need recognition. And we have to ensure that we're moving them on the right path.

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