Prospecting Terms

Here you will find all the terms regarding Prospecting.

A

Assigned Leads

Number of leads assigned to a rep.

Attempts

The cumulative number of times outreach was made to connect with the lead.

Atts/Day

Attempts made per day.

Atts/Hr

Attempts made per hour.

Atts/Resp

Attempts made per response received.

Atts/VL

Average number of attempts made per valid lead.

B

Booked

Calls booked.

Booked /Day

Calls booked per day.

Booked /Hr

Calls booked per hour.

(%) Booked

Percentage of all valid leads that ended up booking.

C

Closes

Number of Closes made.

Commit (%)

The percentage of situations where you made an offer that resulted in a monetary commitment from the lead, either a close or a deposit.

Convos

Number of actual two-way conversations held with leads.

Convs/Day

Convos held per day.

Convs/Hr

Convos held per hour.

(%) Convo

Percentage of all Valid Leads that ended up having a convo.

D

Date

The specific day when a key action or event occurred.

Deposits

The total number of deposits made by leads or clients as a form of monetary commitment.

F

(%) Follow-Ups Atts

Percentage of follow-up attempts made to a valid lead.

H

Hours

Total Number of hours worked per session.

Hours/Day

Hours worked per day.

I

ID

A unique identifier automatically generated to distinguish a specific record, entry, or event within the system.

M

Medium

Specific breakdown of the source (e.g., IG DM, paid ad, story reply).

N

Net Revenue

The total revenue received by the business after subtracting processing fees, transaction costs, and any other applicable deductions.

NOT_Filled

It's a validation that checks whether all fields have been correctly filled out.

NR / Atts

Net revenue generated per attempt.

NR / Booked

Net revenue generated per booking.

NR / Day

Net revenue generated per day.

NR / VL

Net revenue generated per valid lead.

NT / Hr

Net revenue generated per worked hour.

O

Offer

This field specifies the type of offer presented during the interaction with the lead (Demo Call, Sales Call, Offer #1, Offer #2, Offer #3). The exact definitions for each offer type should be referenced in your client folder for consistency and accuracy.

Offer/ Close (%)

The percentage of leads who received an offer and ended up closing.

Offers

Number of offers made to leads.

Offrs/Day

Offers made per day.

Offrs/Hr

Offers made per hour.

(%) Offer

The percentage of conversations in which an offer was made to the lead.

R

Resp/ Booked (%)

The percentage of responses that resulted in a booked call.

Resp/ Close (%)

The percentage of responses that resulted in a closed sale.

Resp/Day

Responses received per day.

Resp/Hr

Responses received per hour.

Responses

Total number of times a lead responded.

S

Sales Rep

Name of the Sales Rep.

Source

Traffic source or platform the lead came from (e.g., Instagram, organic, ads).

Type

Type of entry (e.g., call, message, DM, etc.).

V

Valid Leads

Number of assigned leads that are considered valid (e.g, not bots, valid numbers, not fake).

VL/ Close (%)

Percentage of Valid Leads that ended up closing.

VL/Booked (%)

Percentage of Valid Leads that ended up booking a call.

VLs/ Booked

Number of valid leads needed to book a call.

VLs/Close

The number of valid leads needed to close a sale.

VLs/Convo

Number of valid leads needed to have a convo.

VLs/Day

Valid Leads assigned per Day.

VLs/Hr

Valid Leads assigned per hour.

VLs/Offer

Number of valid Leads needed to make an Offer.

VLs/Resp

Number of valid Leads needed to get a Response.

(%) Valid

Percentage of all assigned leads that ended up being valid.

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