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Weiss Ratings

Performance Metrics

Daily expectations, KPIs, communication standards, and what it takes to succeed. These are non-negotiable.

Core KPIs

50
Dials / Day
Non-negotiable minimum. This is the floor, not the ceiling.
250
Dials / Week
Consistency over intensity. 50 per day, 5 days a week.
$50K
Revenue / Week
Target for experienced reps. This is what top performers hit.

Why These Numbers Matter

The number one reason reps fail is not making enough calls and getting in their own head. The leads are good. The product is legitimate. The company has a 50+ year track record. The rest is the rep.

Volume creates opportunity. Opportunity creates conversations. Conversations create sales. There is no shortcut. The math is the math.

Daily Expectations

Outbound Call Standards

Minimum 50 outbound dials per day — tracked through AirCall
Calls should be made during designated dial blocks
Quality over quantity — but quantity is non-negotiable
Every call must be logged in Salesforce with detailed notes
Voicemails count as attempts but do not replace live conversations
Aim for a minimum of 15-20 live conversations per day

CRM & Documentation

All opportunities must be updated in Salesforce by end of day
Call notes must include: what was discussed, objections raised, next steps, and product interest
Pipeline must be reviewed and updated weekly
No stale opportunities — if it has not been touched in 14 days, it needs action or closure
Tasks and follow-ups must be scheduled in Salesforce, not in your head

Dial Block Schedule

Morning block: 9:00 AM - 12:00 PM (focus on East Coast leads)
Afternoon block: 1:00 PM - 4:00 PM (focus on West Coast leads)
Late block: 4:00 PM - 6:00 PM (callbacks and follow-ups)
No personal calls, emails, or distractions during dial blocks
Stand up. Move around between blocks. Reset your state.

Communication Response Times

ChannelExpected Response Time
Teams Messages
Respond within 15 minutes during business hours. If you cannot respond fully, acknowledge receipt and provide a timeline.
Email (Internal)
Respond within 2 hours during business hours. Same-day response is the standard.
Email (Customer)
Respond within 4 hours during business hours. If research is needed, acknowledge receipt immediately and provide the full response within 24 hours.
Voicemail (Customer)
Return all customer voicemails within 2 hours. If the customer is unreachable, leave a voicemail and send a follow-up email.
Manager Requests
Priority response. Acknowledge within 5 minutes. Complete within the requested timeframe.

Team Meeting Schedule

Daily Huddle

9:00 AM15 min

Quick wins, pipeline updates, daily focus. Mandatory attendance.

Weekly Team Meeting

Monday 10:00 AM60 min

Performance review, training, product updates, and strategy.

1-on-1 with Manager

Scheduled weekly30 min

Individual performance review, coaching, pipeline review, and development.

Friday Wrap-Up

Friday 4:00 PM30 min

Week in review, wins celebration, lessons learned, next week planning.

General Expectations

1Be available and responsive during business hours (8:30 AM - 6:00 PM)
2Attend all scheduled meetings and training sessions — no exceptions without prior approval
3Dress code: business casual for in-office days, professional appearance for video calls
4Maintain a clean and organized workspace
5Report any system issues (Salesforce, AirCall, CSUM) immediately to your manager
6If you are going to be late or absent, notify your manager before your shift starts
7No personal social media during dial blocks
8Maintain a positive, professional attitude — your energy affects the entire team

The Bottom Line

These metrics and expectations exist because they work. Every top performer at Weiss Ratings hits these numbers consistently. The reps who struggle are the ones who think the rules do not apply to them. They do. The math is simple: more calls = more conversations = more sales = more income. There are no shortcuts.