What you read
every Monday.
One page, plain numbers, and a straight account of what's working. Below is the format for each track, with illustrative figures so you can see how it reads.
This is a sample of the format, not a client result. Every figure below is illustrative. Your real report starts from your own list, your own storms and your own baseline, and we don't promise any of these numbers.
Week of [date]
"We made 225 dials, reached 22 businesses, spoke to 5 decision-makers and set 1 appointment."
The numbers that matter
| Measure | This week | Last week | 4-week average |
|---|---|---|---|
| Dials | 225 | 210 | 218 |
| Contacts reached (a person answered) | 22 | 20 | 21 |
| Conversations about the building | 13 | 12 | 12 |
| Decision-makers reached | 5 | 4 | 4 |
| Appointments set | 1 | 1 | 1 |
| Appointments held | 1 | 0 | 1 |
| Jobs booked (your side) | 0 | 0 | 0 |
| Cost per held appointment | in your real report | in your real report | in your real report |
By where each record started
Records moving up a stage, from no one named to a decision-maker reached, is the earliest sign the list and the calls are working.
| Where the record started | Records worked | Dials | People reached | Decision-makers reached | Appointments set | Moved up a stage |
|---|---|---|---|---|---|---|
| No decision-maker known | 118 | 140 | 13 | 0 | 0 | 6 |
| Decision-maker named | 41 | 60 | 6 | 3 | 1 | 2 |
| Decision-maker reached | 16 | 25 | 3 | 2 | 0 | n/a |
Appointments
| Building | Visit | Status | Outcome |
|---|---|---|---|
| Light industrial, about 24,000 sq ft, Cleburne area | Thursday, 10:00 a.m. | Set, awaiting your confirmation | Open |
What we learned
Most of this week's "no" answers were "we already have a roofer" and "send an email." We're testing a shorter opener on the front desk and logging which version gets a name. Volumes are small, so treat it as directional.
List health
9 wrong numbers, 4 reached a neighbor at another address, 3 closed or vacant, 1 do-not-call request honored the same minute. We fix these in the data before we change the script.
Quality and compliance
20 calls reviewed, average score 22 of 28, 0 rule breaks, 1 do-not-call request handled.
Next week
A new wave of buildings. What we need from you: open slots for roof visits in the next 2 to 4 days, and outcomes entered within one business day.
Week of [date]
"We made 37,500 dials, spoke with 1,300 homeowners, set 11 inspections, 9 were held and 2 contracts were signed."
The numbers that matter
Illustrative week for one caller on a predictive dialer.
| Measure | This week | Last week | 4-week average |
|---|---|---|---|
| Dials | 37,500 | 36,800 | 37,900 |
| People answered | 1,875 | 1,840 | 1,900 |
| Homeowners reached (right party) | 1,300 | 1,270 | 1,290 |
| Conversations | 1,125 | 1,100 | 1,120 |
| Appointments set | 11 | 10 | 11 |
| Appointments confirmed | 10 | 9 | 10 |
| Appointments held (homeowner there, inspection done) | 9 | 8 | 9 |
| Contracts signed (your side) | 2 | 2 | 2 |
| Cost per held appointment | in your real report | in your real report | in your real report |
By call type
Fast callbacks also report speed: median time from a lead arriving to our first call was 4 minutes, and 9 in 10 were reached within 5 minutes.
| Call type | Dials | Homeowners reached | Appointments set | Held |
|---|---|---|---|---|
| A. Storm outbound | 32,000 | 1,090 | 8 | 6 |
| B. Reactivation of your past homeowners | 3,500 | 140 | 2 | 2 |
| C. Fast callbacks and inbound | 2,000 | 70 | 1 | 1 |
By time of day
| Time block (homeowner local time) | Dials | Homeowners reached | Right-party rate |
|---|---|---|---|
| Weekday 9:00 a.m. to 5:00 p.m. | 16,000 | 370 | 2.3% |
| Weekday 5:00 to 8:00 p.m. | 15,500 | 650 | 4.2% |
| Saturday 9:00 a.m. to 1:00 p.m. | 6,000 | 280 | 4.7% |
What we learned
Evenings reached more homeowners than weekday daytime. The top reasons for "no" were "I already have a roofer" and "my roof is fine," so we're sharpening the honest answer to each.
By storm
Each report breaks results out by hail date and area, so you can see which storms are still worth working and which have run their course.
List health
410 wrong numbers or not the homeowner, 140 renters, 95 vacant, disconnected or commercial, 60 language flags for a bilingual follow-up, 38 do-not-call requests honored the same minute.
Quality and compliance
150 calls reviewed, average score 21 of 28, 0 rule breaks. Callers never discuss insurance, claims or deductibles.
Plain definitions, agreed up front.
Before the first call we write down what each number means and agree it with you, so the report can't be read two ways.
- Contact: a person answered the phone.
- Conversation: a real exchange about the building or the home.
- Appointment set: date, time and site contact confirmed, and on your calendar.
- Appointment held: your rep met the contact and did the visit or inspection as agreed.
- Job booked or contract signed: recorded by your team, with date and amount.
- Cost per held appointment: the full weekly program cost divided by appointments held, with what's included stated every time.
Want a report like this for your market?
A short call, no pitch deck. We'll tell you straight whether this fits.