Interactive Cold Call Worksheet by Yesware
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How many cold calls do you need to make?
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Instructions:
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1. To adapt this spreadsheet for your own use, select File > Make a Copy.
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2. Add your information into each of the blue boxes and your monthly and daily activity goals will populate automatically.
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INPUTS
RESULTS
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What is your monthly quota?
$7,000
MONTHLY GOALS
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To hit this month's quota, you'll need to make this many...
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What is your average deal size?
$40
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If you know your own historical average deal size, enter it here. If you don't know itCalls13,125
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(or you're new to the job), get your team's average deal size and enter it here.To have this many...
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Conversations2,625This model assumes you connect on 20% of your calls. To reflect your true connect rate, change the formula in cell O14.
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To create this many...
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New Opportunities
875This model assumes 30% of conversations with target prospects result in new opportunities. To reflect your true
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To close this many...meeting-to-opportunity ratio, change the formula in cell O16.
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Deals175
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DAILY GOALS
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Your daily activity goals are calculated by dividing the call, connect, and new opps totals by the number of working days in the month.
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Calls625
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Conversations125
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New Opportunities
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