ThinkWork
Team/Manager Scorecard/Rubric Free

Weekly Prospecting Activity Scorecard

The leading-indicator tracker: touches, connects, and meetings booked, broken out by channel, built to catch a slump 2–3 weeks before it shows up in pipeline.

How to use it

Fill in the table every Friday from the sequencing tool and dialer logs, compare each row against its benchmark and red-flag line, then walk into the weekly 1:1 with the specific row that's off, not a general "how's prospecting going."

What's inside

  • Fill-in weekly table: Email, LinkedIn, Calls, Video, Combined outcomes
  • Starting-point benchmark ranges per channel (calibrate to your own data)
  • Red-flag threshold for each metric
  • 4 diagnostic red-flag patterns (volume-fine-but-zero-replies, etc.)
  • 5 weekly 1:1 review questions tied directly to the scorecard
  • Guidance on how many weeks of data before a trend is real

Activity volume tells you effort. This scorecard tells you where in the funnel that effort is breaking down: which is the thing that actually predicts next month's pipeline, not this week's dial count alone.


Weekly tracker

MetricMonTueWedThuFriWeek TotalTargetStatus
Email, Sent150–200
Email, Opens40%+
Email, Replies8–12%+
Email, Positive replies2–4%+
LinkedIn, Connection requests sent20–25
LinkedIn, Accepted30%+ of sent
LinkedIn, Messages sent
LinkedIn, Replies15%+
Calls, Dials60–80
Calls, Connects (live conversation)5–8% cold
Calls, Conversations that advanced
Video, Sent
Video, Viewed40%+
Video, Replied
Combined, New meetings bookedmanager-set
Combined, Meetings held (no-show adj.)80%+ of booked
Combined: New opportunities created

Targets above are starting-point benchmarks, not universal norms, recalibrate to your own team's historical conversion data within one quarter of tracking.


Red-flag diagnostic patterns

Use these to turn a bad number into a specific fix, not a vague "try harder":

  1. Volume on track, replies flat for 2+ consecutive weeks → messaging problem, not a volume problem. Run drafts through the Cold Email Copy Review Scorecard.
  2. High reply rate, zero meetings booked → CTA problem. The reply ask isn't converting to a booked slot.
  3. High connect rate on calls, low conversation-to-advance rate → opener/script problem, not a dialing problem.
  4. Meetings booked but no-show rate above 20% → qualification or confirmation problem, not a scheduling one.

Weekly 1:1 review questions

  1. Which row is furthest below target this week, and is that the first week or the third?
  2. Where in the funnel did the drop happen: sent, opened, replied, or booked?
  3. What's one thing you changed this week, and what did it do to the numbers?
  4. Is this a volume problem, a messaging problem, or a targeting problem, pick one.
  5. What's the one row you're going to move next week, and how?

Trend rule: don't act on a single bad week, one week of data is noise. Two consecutive weeks below target on the same row is a real signal worth a coaching conversation.

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