Valoram · The Annuity Institute Cold-Dial Outbound Setting Report

SDR Jeremy · 60 cold-dialed leads (44 of 104 self-booked, excluded) · counted per unique person, voicemail excluded, stops at booked.

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Wk 1

Jun 26 to Jul 2 · 45 new leads delivered · weekly KPIs
Dials placed
367
43 leads worked
goal ≥ 500 / week · pure effort
Speed to lead
17hrs
median for 45 leads generated this period
goal ≤ 10 min · respond faster
Conversation to booked
57%
4 of 7 real conversations
goal ≥ 70% · sales skill
Opener strength
75%
9 of 12 first contacts held past 2 min
goal ≥ 60% · keep them on the line

Speed to first dial how fast leads got called

Only 4 of 45 leads were called within the hour. 32 waited more than 4 hours.

4
<1h
9
1-4h
19
4-24h
13
>1d

Best time to dial

12-3p returns more pickups than its share of dials. Shift more volume here, and ease off 3-6p.

0.0%
9a-12p
23 dials
7.6%
12-3p
131 dials
2.8%
3-6p
106 dials
0.9%
6-9p
107 dials

Where leads drop off

66% never reach a human, the biggest leak. Past that: 25% stall at the opener, 50% of conversations don't book.

47
Lead100%
16
Contacted34%
12
Conversation26%
6
Booked13%

Do this to reach more next week biggest lever first

1Dial faster17 hrs

Auto-fire the dial after the ~7-min self-book hold, then always work the freshest lead first.

2Dial the productive windows12-3p · Wed

Front-load 12-3p, where pickups per dial run highest, then weight the week toward Wed. Same effort, more humans reached.

3Cover every workable lead7 leads skipped or barely dialed

These are old enough to have been worked but got zero or far fewer dials than the leads that came in with them. Dial them now, you have the capacity.