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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