GlowRadius Researcher
May 6, 2025
In this Article, Chuck Conners, Head of Sales Development at Tekmetric shares the playbook for team performance tracking.

Exact step-by-step playbook to benchmark beating SDR team performance

Tekmetric has raised $2.3M, and is growing solid with revenue reached to over $7.2M. Chuck Conners, Head of Sales Development at Tekmetric and team crushed 76.6% year-over-year growth.

We tried to understand what the team is doing differently to achieve this.

What we found is that this result is not an accident but a carefully crafted revenue engine.

In this Article, Chuck shares the playbook for team performance tracking.

Here are the actionable steps outlined for Team Performance Tracking

Step 1: Track Phone Calls
Measure the total number of phone calls made.
Categorize the quality of phone calls into negative, neutral, and positive outcomes.
Negative Calls: Calls where the response was dismissive or uninterested.
Neutral Calls: Calls where the response was non-committal, such as "reach out to me in a month."
Positive Calls: Calls where there was a potential interest or agreement to proceed.

Step 2: Analyze Call Outcomes
Identify trends in call outcomes to determine areas needing improvement.
Use the data to provide coaching on objection handling and pitching.
Example: If there are more negative than positive calls, focus on training reps to handle objections better.

Step 3: Track Email Metrics
Monitor the number of emails sent. Focus on the quality of emails rather than the volume.
Example: Prioritize personalized, targeted emails over mass email campaigns.
Compare the effectiveness of emails in generating responses and meetings.

Step 4: Improve Call and Email Quality
Provide regular coaching and feedback based on performance data.
Example: A rep making 200 calls but yielding only one meeting needs targeted coaching to
improve call effectiveness.
Encourage quality over quantity.
Example: Aim for reps to make 50-60 high-quality calls yielding 5-6 meetings rather than a higher volume with lower results.

Step 5: Prospect Addition and Funnel Management
Ensure a consistent addition of new prospects into the funnel.
Target: Add 15-20 new prospects per day.
Maintain a balance between speed and efficiency in outreach.
Example: Regularly replenish the funnel to prevent stagnation and ensure continuous outreach.

Step 6: Performance Metrics and Adjustments
Use performance metrics to adjust strategies and focus areas.
Example: Track and adjust the number of negative, neutral, and positive calls to improve rep performance continuously.
Provide ongoing training based on performance data to ensure continuous improvement.
Example: Conduct role plays and shadow sessions to enhance skills and techniques.

What stands out in this playbook?

Actionable Metrics: The playbook emphasizes tracking call quality metrics like negative, neutral, and positive outcomes, enabling precise coaching.

Focused Coaching: By prioritizing outcome-driven coaching based on call trends, it hones in on improving objection handling and pitching skills.

Emphasis on Quality: Rather than focusing solely on call volume, the playbook advocates for quality calls, which result in better meeting outcomes.

Key Performance Indicators (KPIs) Affected

Total Number of Phone Calls and Emails
Without effective tracking and analysis, the total number of phone calls and emails might increase without yielding positive outcomes.

Quality of Phone Calls (Negative, Neutral, Positive Outcomes)
An increase in negative and neutral call outcomes would indicate poor communication strategies and ineffective objection handling.

Email Engagement Metrics (Open Rate, Click-Through Rate, Response Rate)
Ineffective email strategies would result in low engagement metrics.

Lead Conversion Rate
A higher rate of negative and neutral calls and low-quality emails will lead to a lower lead conversion rate.

Sales Rep Productivity and Efficiency
Lack of targeted coaching and feedback will lead to decreased productivity and efficiency of sales reps.

Customer Acquisition Cost (CAC)
Higher negative call outcomes and ineffective emails increase the cost of acquiring new customers.

Customer Lifetime Value (CLV)
Poor initial interactions and follow-ups can result in low-quality customer acquisition, affecting long-term relationships.



Catch Chuck’s
full SDR playbook here!

Stay updated on everything sales by signing up for our newsletter.

We'll let you know when something new happens in the sales life.
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Convert!

Exact step-by-step playbook to benchmark beating SDR team performance

If you're targeting customer service managers, than you'll need a pitch that completely resonates with them.

But how do you write emails that strike are a perfect balance between promoting your business but not being too self-centered?

In this article, Sacha, CEO of Growth Room, shows how social proof helps you transform a cold email into a powerful tool that books meetings!

Cold email mistakes to avoid if you want to book more meetings

Here's an example of a cold email that targets customer service (CS) managers in e-commerce to sell an AI-powered CS platform 👇

Here are Sacha’s insights on what needs to be improved to get more replies:

Mistake  #1 → Too promotional subject line

Avoid using popular marketing and sales keywords such as “boost”, “customer service”, and “AI” which won’t make your cold email stand out in prospects’ inboxes.

Mistake #2 → Self-centered intro line

The intro line should catch prospects’ attention by talking about them and what you can do for them. Talking about yourself won’t bring them value and interest them in reading the rest of your email.

Mistake #3 → Not-visible CTA

Because your prospects usually scan emails before reading them, adding a space line before the ending line will make their next step more clear.

Mistake #4 → Spam words

If you want to ensure your messaging gets through, avoid using spam words like “free”. Those words trigger the spam filters and land your emails in the spam folder where your target audience can’t read them.

How to write a cold email for a high conversion rate

Here is how Sacha would rewrite the previous cold email and his tips for booking more meetings!

Tip #1 → Focus on your prospect

If you want to get replies to your cold emails - talk about their company, compliment them, and ensure the majority of your email is focused on them and how to achieve their goals.

Tip #2 → Give a glimpse of the value you bring

By leveraging social proof, you can showcase prospects’ desired outcomes and tease them into replying. Mention clients and their results from relevant industries to build trust and credibility.

Tip #3 → Position yourself as an expert

Position yourself as a problem solver. Once you show your leads that you understand their pain point and know how to solve it, it will make your product/service more relevant.

Tip #4 → Non-intrusive CTA

Instead of talking about demos, ask for less effort and talk about catching up over a call/meeting. It will sound less salesy and push your prospects to reply.


The key takeaways

Here are Sacha’s tips for effective cold emailing to sell AI-powered platforms to e-commerce CS managers:

-> Focus on the recipient, highlighting their company and goals
-> Utilize social proof relevant to their industry to establish trust
-> Position yourself as a solution to their specific challenges
-> Use a non-intrusive call-to-action, like suggesting a casual call or meeting instead of demo

Do cold emails work?

Cold emails work effectively when they are targeted, personalized, clear, and part of a well-thought sales strategy.

Here are 5 best practices that will make your cold outreach effective and help you get results:

1. Find target audience

Cold emails can be effective when they are highly targeted. This means understanding the recipient's industry, role, and potential needs, and then crafting an email that speaks directly to those factors.

2. Personalize

A key element of successful cold emails is personalization. This goes beyond just using the recipient's name; it involves tailoring the message to address their specific challenges or interests.

3. Offer a clear value proposition

The effectiveness of a cold email is often tied to its clarity. As the majority of recipients first scan cold emails, they are more likely to engage with the ones that get to the point quickly and offer a clear value proposition.

4. Follow-up

Persistence in cold outreach pays off! Follow-up emails, when done respectfully and increasing the value, can boost the chances of getting a reply.

5. Track right metrics

The success of cold emails should be measured not just by open or response rates, but also by the quality of the interactions they initiate (e.g., established connections, closed deals)

Who is Salesloft for

Salesloft can be used in Large Enterprises, Mid Size Business, Non Profit, Public Administrations, and Small Businesses.

It was built for the entire revenue teams to optimize customer journey:

  • Sales development representatives
  • Account Executives
  • Full-Cycle reps
  • Account Managers
  • Customer Support reps, and their managers

Tekmetric has raised $2.3M, and is growing solid with revenue reached to over $7.2M. Chuck Conners, Head of Sales Development at Tekmetric and team crushed 76.6% year-over-year growth.

We tried to understand what the team is doing differently to achieve this.

What we found is that this result is not an accident but a carefully crafted revenue engine.

In this Article, Chuck shares the playbook for team performance tracking.

Here are the actionable steps outlined for Team Performance Tracking

Step 1: Track Phone Calls
Measure the total number of phone calls made.
Categorize the quality of phone calls into negative, neutral, and positive outcomes.
Negative Calls: Calls where the response was dismissive or uninterested.
Neutral Calls: Calls where the response was non-committal, such as "reach out to me in a month."
Positive Calls: Calls where there was a potential interest or agreement to proceed.

Step 2: Analyze Call Outcomes
Identify trends in call outcomes to determine areas needing improvement.
Use the data to provide coaching on objection handling and pitching.
Example: If there are more negative than positive calls, focus on training reps to handle objections better.

Step 3: Track Email Metrics
Monitor the number of emails sent. Focus on the quality of emails rather than the volume.
Example: Prioritize personalized, targeted emails over mass email campaigns.
Compare the effectiveness of emails in generating responses and meetings.

Step 4: Improve Call and Email Quality
Provide regular coaching and feedback based on performance data.
Example: A rep making 200 calls but yielding only one meeting needs targeted coaching to
improve call effectiveness.
Encourage quality over quantity.
Example: Aim for reps to make 50-60 high-quality calls yielding 5-6 meetings rather than a higher volume with lower results.

Step 5: Prospect Addition and Funnel Management
Ensure a consistent addition of new prospects into the funnel.
Target: Add 15-20 new prospects per day.
Maintain a balance between speed and efficiency in outreach.
Example: Regularly replenish the funnel to prevent stagnation and ensure continuous outreach.

Step 6: Performance Metrics and Adjustments
Use performance metrics to adjust strategies and focus areas.
Example: Track and adjust the number of negative, neutral, and positive calls to improve rep performance continuously.
Provide ongoing training based on performance data to ensure continuous improvement.
Example: Conduct role plays and shadow sessions to enhance skills and techniques.

What stands out in this playbook?

Actionable Metrics: The playbook emphasizes tracking call quality metrics like negative, neutral, and positive outcomes, enabling precise coaching.

Focused Coaching: By prioritizing outcome-driven coaching based on call trends, it hones in on improving objection handling and pitching skills.

Emphasis on Quality: Rather than focusing solely on call volume, the playbook advocates for quality calls, which result in better meeting outcomes.

Key Performance Indicators (KPIs) Affected

Total Number of Phone Calls and Emails
Without effective tracking and analysis, the total number of phone calls and emails might increase without yielding positive outcomes.

Quality of Phone Calls (Negative, Neutral, Positive Outcomes)
An increase in negative and neutral call outcomes would indicate poor communication strategies and ineffective objection handling.

Email Engagement Metrics (Open Rate, Click-Through Rate, Response Rate)
Ineffective email strategies would result in low engagement metrics.

Lead Conversion Rate
A higher rate of negative and neutral calls and low-quality emails will lead to a lower lead conversion rate.

Sales Rep Productivity and Efficiency
Lack of targeted coaching and feedback will lead to decreased productivity and efficiency of sales reps.

Customer Acquisition Cost (CAC)
Higher negative call outcomes and ineffective emails increase the cost of acquiring new customers.

Customer Lifetime Value (CLV)
Poor initial interactions and follow-ups can result in low-quality customer acquisition, affecting long-term relationships.



Catch Chuck’s
full SDR playbook here!

Stay updated on everything sales by signing up for our newsletter.

We'll let you know when something new happens in the sales life.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Call to action

This section uses a container element to ensure the content looks right on every device. It’s centered with the class “Centered Container.”

Convert!

Exact step-by-step playbook to benchmark beating SDR team performance

In this Article, Chuck Conners, Head of Sales Development at Tekmetric shares the playbook for team performance tracking.
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Tekmetric has raised $2.3M, and is growing solid with revenue reached to over $7.2M. Chuck Conners, Head of Sales Development at Tekmetric and team crushed 76.6% year-over-year growth.

We tried to understand what the team is doing differently to achieve this.

What we found is that this result is not an accident but a carefully crafted revenue engine.

In this Article, Chuck shares the playbook for team performance tracking.

Here are the actionable steps outlined for Team Performance Tracking

Step 1: Track Phone Calls
Measure the total number of phone calls made.
Categorize the quality of phone calls into negative, neutral, and positive outcomes.
Negative Calls: Calls where the response was dismissive or uninterested.
Neutral Calls: Calls where the response was non-committal, such as "reach out to me in a month."
Positive Calls: Calls where there was a potential interest or agreement to proceed.

Step 2: Analyze Call Outcomes
Identify trends in call outcomes to determine areas needing improvement.
Use the data to provide coaching on objection handling and pitching.
Example: If there are more negative than positive calls, focus on training reps to handle objections better.

Step 3: Track Email Metrics
Monitor the number of emails sent. Focus on the quality of emails rather than the volume.
Example: Prioritize personalized, targeted emails over mass email campaigns.
Compare the effectiveness of emails in generating responses and meetings.

Step 4: Improve Call and Email Quality
Provide regular coaching and feedback based on performance data.
Example: A rep making 200 calls but yielding only one meeting needs targeted coaching to
improve call effectiveness.
Encourage quality over quantity.
Example: Aim for reps to make 50-60 high-quality calls yielding 5-6 meetings rather than a higher volume with lower results.

Step 5: Prospect Addition and Funnel Management
Ensure a consistent addition of new prospects into the funnel.
Target: Add 15-20 new prospects per day.
Maintain a balance between speed and efficiency in outreach.
Example: Regularly replenish the funnel to prevent stagnation and ensure continuous outreach.

Step 6: Performance Metrics and Adjustments
Use performance metrics to adjust strategies and focus areas.
Example: Track and adjust the number of negative, neutral, and positive calls to improve rep performance continuously.
Provide ongoing training based on performance data to ensure continuous improvement.
Example: Conduct role plays and shadow sessions to enhance skills and techniques.

What stands out in this playbook?

Actionable Metrics: The playbook emphasizes tracking call quality metrics like negative, neutral, and positive outcomes, enabling precise coaching.

Focused Coaching: By prioritizing outcome-driven coaching based on call trends, it hones in on improving objection handling and pitching skills.

Emphasis on Quality: Rather than focusing solely on call volume, the playbook advocates for quality calls, which result in better meeting outcomes.

Key Performance Indicators (KPIs) Affected

Total Number of Phone Calls and Emails
Without effective tracking and analysis, the total number of phone calls and emails might increase without yielding positive outcomes.

Quality of Phone Calls (Negative, Neutral, Positive Outcomes)
An increase in negative and neutral call outcomes would indicate poor communication strategies and ineffective objection handling.

Email Engagement Metrics (Open Rate, Click-Through Rate, Response Rate)
Ineffective email strategies would result in low engagement metrics.

Lead Conversion Rate
A higher rate of negative and neutral calls and low-quality emails will lead to a lower lead conversion rate.

Sales Rep Productivity and Efficiency
Lack of targeted coaching and feedback will lead to decreased productivity and efficiency of sales reps.

Customer Acquisition Cost (CAC)
Higher negative call outcomes and ineffective emails increase the cost of acquiring new customers.

Customer Lifetime Value (CLV)
Poor initial interactions and follow-ups can result in low-quality customer acquisition, affecting long-term relationships.



Catch Chuck’s
full SDR playbook here!