Our cold email introduces us to warm contacts. We add these contacts to Copper as “people.”
We have not currently been putting them into the pipeline at that point because that could be 50+ people per week but we do need a metric on warm lead to meetings booked to close.
Can you please provide best practices?
Best answer by Natalie from CopperView original
@Rhodes I’m more than happy to help.
My understanding is that these contacts are entered as people but you are looking for a report that would be based on you eventually adding opportunities to these people records, is that correct? If not, how are you marking these “closed”.
Thank you in advance for the further clarification!
Thanks for hopping in.
Yes, we add them as people, and then they end up in the pipeline when we have an opportunity. Then we mark wether the opportunity is won or lost.
We would like to know the percentage of cold email leads result in opportunities and wins and loses.
Great, thank you so much! Below is a video walkthrough on how I would calculate the conversion rate for opportunities that are added from your people records.
Please let me know if you have any questions or need another approach.
@Natalie from Copper! That was super helpful.
For clarity, we do not need to know the % of wins per person, we need to calculate the percentage of people that turn into ops and then are won or lost.
50 turn into opps
We now know
Thank you for the further clarification on this! I recorded another video with the calculations that you’re looking for.
Please let me know if this suits your needs or if you’d like it configured another way.