Sample Daily Report to Your Manager

This article is a part of a series that was cre­at­ed to help you get the prac­tice of out­bound prospect­ing built into your com­pany. 

This series will walk through the process, nec­es­sary roles, in addi­tion to guides for each role to help your com­pany get started quickly.  This is the final post of the quick start guide series for business development representatives to use to attain success during this process.

At the end of each day, you should report your activities to your management team. This includes your direct manager, and anyone else who is involved with the success of your initiative. Your manager will let you know who should be CC’d. This report should not take any longer than 3 minutes to create!

The report will help you stay accountable for your daily goals, and keep your managers informed of the calls to conversations to opportunities ratio. The report also might be a good place to include any successes and/or impediments from the day. Below, we’ve provided a sample daily report.

Here is a sample of a daily e-mail report:

# of                              Target              Actual

Calls 60                       76

Convos 10                       13

Opportunities 1                         1

Scheduled Follow-up Calls:      4

Opportunity: Joe Shmoe, president of (company name). Has 52 employees and 30-45 projects going on at any given time. Looking to use (product name) as a light PM and intranet and possibly extranet. Has looked at (competitor) but didn’t like – not detailed enough and not great for content management. Set up for a call Thursday at 2pm CST with Jon, the AE. He is very interested in our offerings and is looking to get a solution in the door asap.

As an outbound prospector, you must learn to find ways to self manage. Because your managers will not be sitting by your side each day looking over your shoulder, this daily e-mail report is a way to show the management team your progress and make sure that you are staying on track. If something appears to be off – for instance, you haven’t generated an opportunity in a few days – your manager will know that he/she needs to spend some time with you as soon as possible (rather than waiting until the end of the week retrospective) to try to find a resolution.

Take the Next Step: Download the Free eBook

One of the greatest challenges that most B2B companies face, particularly those lacking the brand recognition and market traction of their biggest competitors, is figuring out how to drive high-quality leads.

Get More Customers! How to Build an Outbound B2B Lead Generation Team that Drives Sales provides a detailed overview of B2B lead generation and how to create an effective B2B lead generation machine.

Download this free eBook and learn how to:

  • Understand what outbound lead generation is and why it’s important
  • Recognize the components of a successful outbound generation implementation
  • Build an effective and sustainable compensation plan
  • Improve your outbound approach and process
  • Explore the various technologies available to sales managers and how to utilize them effectively to manage the outbound lead generation process

Take the Next Step: Download the Free eBook

One of the greatest challenges that most B2B companies face, particularly those lacking the brand recognition and market traction of their biggest competitors, is figuring out how to drive high-quality leads.

Get More Customers coverGet More Customers! How to Build an Outbound B2B Lead Generation Team that Drives Sales provides a detailed overview of B2B lead generation and how to create an effective B2B lead generation machine.

Download this free eBook and learn how to:

  • Understand what outbound lead generation is and why it’s important
  • Recognize the components of a successful outbound generation implementation
  • Build an effective and sustainable compensation plan
  • Improve your outbound approach and process
  • Explore the various technologies available to sales managers and how to utilize them effectively to manage the outbound lead generation process

Download



photo by: RebeccaBarray

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  • loveplanter1

    please manager stop playing without account