Reps spend about 40% of their week selling. Tell us where your team’s week goes today, set how much of the non-selling work you could remove, and see what the reclaimed hours are worth.
Choose “Assets raised” for wealth management, asset management and alternatives distribution teams.
Not sure of your numbers? Have three reps log their week by the hour for five days using these categories, then enter the averages.
Extra calls usually bring in less than today’s average call, because reps already prioritize their best opportunities. The scenario sets how much less, and how much better-prepared calls convert. The defaults below work for most teams; open a section to change them.
Existing accounts: more calls to current clients (upsell, retention, cross-sell). New accounts: covering more clients at today’s call rate per client.
Top performers win on preparation as much as volume. Research time doesn’t add calls, but it makes every call worth more.
| Today | With change | |
|---|---|---|
| Selling hrs per week | ||
| of which research & prep | – | |
| Client conversations per week | ||
| Conversations per existing client per year | ||
| Clients covered | ||
| Annual sales (full effect) |
| Year 1 | Year 2+ | |
|---|---|---|
| Gross profit: existing accounts | ||
| Gross profit: new accounts | ||
| Gross profit: better-prepared calls | ||
| Revenue benefit | ||
| Rep time freed (not reinvested) | ||
| Manager time saved | ||
| Total benefit counted | ||
| Solution cost | ||
| Implementation | $0 | |
| Net return |