Field notes for agency sales
Better sales activity tracking for agencies.
Practical guides on door-to-door tracking, gong culture, cold-calling KPIs, and agency sales operations — written from real shifts, not theory.
Door-to-door · 6 min read
The digital replacement for the paper callback tracker
Why D2D agencies are still on paper, what the actual cost is, and how to make the digital version fast enough that reps don't revert.
Read article → Tracking · 4 min readHow to track cold calls without killing momentum
A simple framework for logging the data that actually improves sales coaching — without turning callers into administrators.
Read article → Coaching · 3 min readA cold-call script tracking framework for agencies
Break a script into measurable stages so the team can see exactly where prospects fall out. Then fix the leak.
Read article → KPIs · 5 min readThe cold-calling KPIs agency owners should watch
Connect rate, booking-ask rate, objection handling, show-ups, and cash collected — the six numbers that matter.
Read article →Stop reading. Start tracking.
The fastest way to improve a sales floor is to see it live. We made that part easy.