Daily Activity Targets
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Daily Cold Call Target
Daily cold call target per SR
Daily LinkedIn Target
Daily LinkedIn touch target per SR
Activity Rollover Cap
Max rolled-over targets before alert
Follow-Up Cadence
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Follow-up Delay Days
Working days between follow-ups (No Response)
Follow-up Warm Delay Days
Working days between follow-ups (Positive Response)
Follow-up Max No Response
No-responses before suggesting Nurture
Hot Lead Stale Days
Days in Hot without meeting before alert
Meeting Max No-Shows
Consecutive no-shows before escalation
Outreach Sequence Configuration
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4-Step Sequence
1
Email
Disabled
2
LinkedIn
3
Cold Call
4
Cold Meeting
Disabled
Auto-Restart Sequence
Automatically restart after completion
Max Sequence Cycles
Maximum cycles before exit to Pool
Nurture Settings
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Nurture Email Interval Days
Days between nurture email touches
Nurture Call Interval Days
Days between nurture calls
Nurture Cycle Length Days
Total duration of nurture cycle
Auto-Exit to Pool
Automatically exit nurture back to Pool after cycle
Deal & Client Thresholds
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Stale Deal Days
Days in stage before stale alert
Long Negotiation Days
Days in Negotiation before alert
Client Dormancy Days
Days inactive before dormant flag
Auto-Assign On Won
Automatically assign to client when deal won
Cold Call Default Method
Default method for cold outreach
KPI Targets
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| KPI Name | Target Value | Frequency |
|---|---|---|
| Win Rate Target | Monthly | |
| Deals Won Target | Monthly | |
| Pipeline Value Target | Monthly | |
| Graduation Rate Target | Monthly | |
| Cold Call Answer Rate | Weekly |