Six numbers from you on the left. Everything on the right reads the CALL LOG.
WHAT YOU DID
Touches logged—
Total dials and attempts—
Decision-makers reached—
Appointments set—
Bids requested—
Estimated value on the table—
WHAT IT CONVERTS AT
Connect rate (per dial)—
Appointments per connect—
Appointments per dial—
DIALS PER APPOINTMENT SET—
Appointments that became bids—
WHAT IT IS WORTH
Weeks of calling logged—
Jobs these appointments should produce—
Revenue those jobs are worth—
What one dial is worth—
What an hour of prospecting is worth—
Dials per week vs your target—
Appointments per week vs your target—
BEST CALL WINDOWS
7-9am connect rate—
9-11am connect rate—
11am-1pm connect rate—
1-3pm connect rate—
3-5pm connect rate—
YOUR BEST WINDOW—
BEST DAYS TO CALL
Monday connect rate—
Tuesday connect rate—
Wednesday connect rate—
Thursday connect rate—
Friday connect rate—
YOUR BEST DAY—
WHAT YOU OWE PEOPLE
Follow-ups on the calendar—
Follow-ups you are late on—
Next follow-up falls on—
Doors you have parked—
Do-not-call flags—
Today drop-bys come due on—
Call Log
One row per touch. Date, when you called, who, what happened, what is next.
Date
Day
Call window
Company / building
Segment
Who you asked for
Channel
Dials / attempts
Reached a decision-maker?
Outcome
Appt
Est. job value
Next action
Next date
Due in (days)
What you learned
1
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2
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3
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4
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5
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6
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7
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8
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9
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10
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11
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12
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13
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14
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15
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16
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17
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Where that leaves you
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Educational estimates only. These calculators and workbooks do the arithmetic on the figures you enter; they are general-purpose tools, not financial, investment, tax, legal, lending, insurance or construction advice, and no result is a quote, an offer, or a guarantee of any outcome. Results depend entirely on your inputs and assumptions. Verify anything you intend to rely on with a licensed professional — a CPA, attorney, lender, licensed contractor, or your own agent. WorkbookBarn and Marcos Gil accept no liability for decisions made using these tools. Marcos Gil is a licensed Kentucky real estate agent (License No. 296259) and is not a lender, CPA or attorney.