
Follow-through, per person
Where the numbers come from
Meeting analysis extracts commitments from each transcript — “I’ll send the pricing”, “I’ll introduce you to our solutions engineer” — and creates follow-ups. Completion is the share of those that get marked done.This only works if your team marks follow-ups complete. A team that does the work but never ticks the box will show a completion rate near zero. Agree where completion is recorded — Tap or your CRM — and be consistent.
Reading it per member
The view breaks completion down per person, so you can see who closes loops and who accumulates open promises.What to do about it
High volume, low completion
High volume, low completion
Overloaded. Reduce their capture load, redistribute the follow-ups, or accept fewer leads worked properly. More coaching won’t create hours.
Low volume, low completion
Low volume, low completion
Something is wrong that the numbers won’t tell you. Have the conversation — it could be tooling, training, territory, or something outside work entirely.
High volume, high completion
High volume, high completion
Find out what they do differently and make it the team’s default. This is the most under-used thing in the view.
Everyone is low
Everyone is low
That’s a process problem, not a people problem. Usually either follow-ups aren’t being marked complete, or the team has no protected time for follow-up after an event.
Making completion better
1
Block time straight after the event
The single highest-impact change most teams can make. Follow-ups completed within 48 hours convert dramatically better than ones done a fortnight later, and the context is still in the rep’s head.
2
Cap what one person captures
A rep who can work forty leads properly and captures a hundred has produced sixty cold records and a worse completion rate.
3
Make completion visible weekly
Reviewed weekly it’s a working habit. Reviewed quarterly it’s a performance review, which is far less useful and much less welcome.
4
Fix the recording, not just the doing
If completion looks bad but the work is happening, the problem is where completion gets recorded. Fix that before coaching anyone.
