Here's the core system for that scale (100+ leads/day, 20 reps, 10% close rate = roughly 10 deals/day):
1. Lead flow and routing
- Leads must be assigned within minutes, not hours. Speed to first contact is the single biggest lever on conversion.
- Use round robin or skill based routing in your CRM. No manual assignment at this volume.
- Every lead gets a source tag (channel, campaign, landing page) so you can see which sources actually convert.
2. Pipeline stages (keep it simple)
New → Contacted → Qualified → Demo/Proposal → Negotiation → Closed Won/Lost
Each stage needs a clear entry and exit criteria, or reps will fudge the pipeline and your numbers become useless.
3. Daily numbers to track per rep
- Leads assigned
- Contact attempts (calls/messages)
- Contact rate (% of leads actually reached)
- Qualified rate
- Meetings/demos booked
- Close rate
- Average response time to new lead
4. Team level dashboard (daily)
- Total leads in, leads worked, leads untouched (this one matters a lot, untouched leads = dying leads)
- Funnel conversion at each stage, not just final close rate. If contact rate drops, that's a different fix than if qualified-to-close drops.
- Speed to first contact, team average