Score a rep's activity mix — outreach volume, connect rate, cadence discipline and CRM hygiene — separating busy work from pipeline that actually moves.
Quick answer
A score of a rep's activity mix — outreach volume, connect rate, cadence discipline and CRM hygiene — that separates genuine pipeline motion from busy work.
Activity is the easiest number to fake and the easiest signal to misread. This check scores what a rep's week is made of: outreach volume against targets, connect rates that show message quality, cadence follow-through, CRM hygiene and the ratio of movement to motion. Weighted into an activity profile with an AI report, it tells a manager whether a struggling rep needs a different number of calls or a completely different kind of call.
A fillable sample form and report preview — live once the app is published.
Everything you need to run this template.
Volume, connect, cadence and hygiene scored independently.
Follow-through measured per deal, not per intention.
Hygiene rated by whether the record could hand off cold.
An AI PDF to anchor the coaching conversation.
From copy to deliverable in four steps.
Copy the check for each rep or self-run it.
Five dimensions with the CRM open.
Team overlays show systemic versus personal gaps.
Fix cadence or fix messaging — the score says which.
Pick your role — see how it fits your workflow.
Diagnose the activity mix behind every missed number.
See which dimension quietly caps your results.
Standardize activity expectations across regions.
What makes this template work as a professional deliverable.
A preview of real questions — the live version scores them and builds a report per respondent.
