Activity metrics still matter for coaching. This post gives a scorecard with formulas, a sample qualification definition, review frequency, and the AU/NZ spam rules that still apply when someone else sends mail or texts for you. Services overview: https://www.telexph.com/services.
Metric | Formula | Owner | Review
Sales-accepted leads (SAL) | Count of leads sales marks "accepted" against the written definition | Sales lead | Weekly
Meetings booked | Count of meetings with a calendar hold created | Provider + sales | Weekly
Meetings held | Count of booked meetings that started (attendee joined) | Sales | Weekly
Show-up rate | Meetings held ÷ Meetings booked | Shared | Weekly
Pipeline created ($) | Sum of opportunity value opened from held meetings in the period | Sales | Weekly
Cost per qualified meeting | Total campaign cost for the period ÷ Meetings held that met the qualification definition | Client finance / ops | Weekly
Connect rate | Conversations with a human ÷ Dial attempts | Provider | Weekly (coaching)
Positive reply rate | Positive email replies ÷ Emails sent | Provider | Weekly (coaching)
Data waste rate | (Bounces + wrong numbers + duplicates) ÷ Records attempted | Provider | Weekly
Total campaign cost means your provider fee for the period plus any list or tool costs you assign to the campaign. Do not use Telex list prices here — plug in your contracted figures.
1. Industry matches your ICP list: [e.g. freight, wholesale, SaaS].
2. Role is a buyer or strong influencer: [e.g. owner, GM, Head of Ops].
3. Geography: [AU and/or NZ regions you serve].
4. Timing: confirmed need or project window inside [e.g. 90 days / 6 months].
5. Next step: agreed to a meeting of [e.g. 15 or 30 minutes] with a named person on your side.
Borderline leads go to a daily 15-minute sales review, not straight into "accepted". Reject reasons must be tagged (wrong industry, no authority, no timing, duplicate, spam complaint) so the provider can coach.
Change the definition only at the monthly review, not mid-week, or your SAL trend becomes meaningless.
Australia — Spam Act 2003 (ACMA): commercial email and SMS generally need consent; messages must identify your business, include contact details and a working unsubscribe; unsubscribe requests must be actioned within 5 working days. ACMA says you remain liable even when someone else sends for you (https://www.acma.gov.au/avoid-sending-spam).
New Zealand — Unsolicited Electronic Messages Act 2007 (Department of Internal Affairs): consent, accurate sender details and a working unsubscribe (https://www.dia.govt.nz/Spam-Three-Steps).
Telemarketing has separate rules (ACMA). Before you sign, ask how consent is recorded, how unsubscribes are actioned, and where lists are sourced. Put CRM and list ownership in the contract.
Bring your ICP, current funnel numbers and the scorecard above to a planning call: https://www.telexph.com/contact.
FAQs: lead generation outsourcing
Sources
- ACMA, Avoid sending spam: https://www.acma.gov.au/avoid-sending-spam
- ACMA, Email and SMS unsubscribe rules: https://www.acma.gov.au/sites/default/files/2024-05/Fact%20sheet%20-%20email%20and%20SMS%20unsubscribe%20rules.pdf
- DIA (NZ), Spam three steps: https://www.dia.govt.nz/Spam-Three-Steps

