zilliant
CONFIDENTIAL
Performance Analysis Report

Outreach Performance Analysis

Insufficient Prospect Data Volume and Consistency

Report ID: ZIL-OPA-2024-Q3
Date: December 12, 2025
Period: Q3 2024
Classification: Internal Use
10
Accounts/BDR/Week
Below Target
82
Avg Contacts/BDR
Insufficient
0
New Accounts Since July
Critical Gap
3
BDRs Affected
100% Impact

Executive Summary

Problem Statement

The outreach team is not receiving sufficient volume of consistent prospect data to operate effectively. Current assignment structure and contact flow are limiting the team's ability to maintain necessary outreach cadence for meaningful engagement and pipeline development.

Impact Assessment

  • • Reduced outreach velocity
  • • Inconsistent pipeline generation
  • • Underutilized team capacity

Urgency Level

HIGH
Immediate action required

Detailed Findings

1
Initial Account Assignment Structure

Current Assignment Model

Accounts per BDR per week:10
Contact availability:Variable
Data quality:Inconsistent

Issues Identified

  • Limited contact generation capacity
  • Account inactivity reduces viable prospects
  • Insufficient volume for sustained outreach

2
BDR Performance Analysis (Two-Week Period)

F

Francine

Business Development Representative
Total Contacts:77
43
Week 1
34
Week 2
Below Target
F

Frankie

Business Development Representative
Total Contacts:70
36
Week 1
34
Week 2
Significantly Below Target
I

Ice

Business Development Representative
Total Contacts:100
58
Week 1
42
Week 2
Approaching Target

Performance Gap Analysis

Current performance falls significantly short of industry benchmarks and operational requirements.

Current Average: 82 contacts per BDR per 2 weeks
Industry Benchmark: 100-200 contacts per BDR per 2 weeks
Performance Gap: 18-118 contacts below target
Contributing Factors:
  • • Insufficient account volume allocation
  • • Poor data quality and contact availability
  • • Lack of systematic replenishment process
  • • No quality assurance on prospect data

3
Temporary Intervention Analysis

Short-term Solution Implemented

Ice:50 accounts
Frankie:89 accounts
Francine:74 accounts
Total Additional:213 accounts

✓ Provided temporary relief and improved short-term performance metrics

Current Critical Status

All additional accounts exhausted by mid-July
Zero new accounts assigned since July
Team operating at significantly reduced capacity

⚠ System has reverted to original insufficient state

Strategic Recommendations

Root Cause Analysis & Solution Framework

Systemic Issues Identified:

  • •Inconsistent and insufficient prospect data flow
  • •Lack of systematic account replenishment process
  • •Absence of data quality standards and validation
  • •No performance monitoring or early warning system

Critical Success Factors:

  • •Scalable, automated data supply infrastructure
  • •Consistent weekly high-quality account allocation
  • •Proactive performance monitoring and intervention
  • •Standardized data quality assurance protocols

Implementation Action Plan

1

Immediate Data Pipeline Restoration

URGENT - Week 1

Establish emergency account allocation to restore team capacity while implementing systematic solution.

Deliverables:

  • • Allocate minimum 30 accounts per BDR immediately
  • • Verify contact data quality before assignment
  • • Establish weekly allocation schedule

Success Metrics:

  • • 100+ contacts per BDR per week
  • • 90%+ contact data accuracy
  • • Zero allocation gaps
2

Data Quality Standards Implementation

HIGH - Weeks 2-3

Develop and implement comprehensive data quality standards and validation processes.

Deliverables:

  • • Data quality scoring system
  • • Automated validation workflows
  • • Contact verification protocols

Success Metrics:

  • • 95%+ contact accuracy rate
  • • 80%+ account activity verification
  • • Standardized quality scoring
3

Performance Monitoring System

MEDIUM - Weeks 3-4

Establish comprehensive monitoring and early warning system for sustained performance.

Deliverables:

  • • Real-time performance dashboard
  • • Automated alert system
  • • Weekly performance reports

Success Metrics:

  • • Daily performance visibility
  • • 24-hour issue detection
  • • Proactive intervention capability

Appendix

Key Stakeholders

Report Author:Performance Analytics Team
Primary Stakeholder:Sales Operations Director
Implementation Owner:BDR Team Manager
Data Owner:Marketing Operations

Next Review

Follow-up Report:2 weeks post-implementation
Performance Review:Weekly during implementation
Full Assessment:End of Q4 2024
Report Classification:Internal Use Only