Outbound Campaign Audit Framework

Phase 1: Weekly Tracking & Initial Metrics Review (Every Monday)

Goal: Review Meeting Booked Rate.

• Metric: % of total leads who booked a meeting.
• Target: +1% week-on-week.

Actions:

• ☐ Check meeting booked % in your CRM or outreach tools (Instantly, Waalaxy, etc).
• ☐ If not improving:
  • Reassess the offer, targeting, or lead magnet.
  • Revisit ICP quality and message-market fit.
• ☐ If stuck → Conduct 10 interviews with prospects/past clients (within the next 7 days).

Phase 2: Bi-Weekly Show-Up Rate Audit (Every 2nd & 4th Friday)

Goal: Review the Show-Up Rate from booked meetings.

• Metric: % of booked calls that prospects attend.
• Target: 80%+

Actions:

• ☐ Check no-shows vs attended calls from your CRM/calendar.
• ☐ If below 80%:
  • Review/change pre-call reminders & automation.
  • Create a short pre-call video or PDF to set expectations.
• ☐ Recheck the show-up rate next cycle.

Phase 3: Monthly Sales Performance Review (1st Monday of Each Month)