← Agentic Opportunity Conversation/Student Resource 07

The Prospecting
Scoreboard™

Eleven numbers, one funnel. Every figure here is worked out from the activity log below — nothing is typed in as a total, so the scoreboard can only ever tell you the truth about the work. It lives in this browser, and it will show you which single stage is costing you the most.

This week

The funnel

The stages run in the order a real relationship moves. The number on the right is all time; the line beneath it is the week you have selected. Between each pair of stages is the carry rate — the share of people who made it through. The worst one is flagged, and it is the only stage worth working on this week.

    The referral engine

    Introductions are the only input that compounds. Requested measures your nerve; received measures your reputation. The gap between them is the honest read on how you are landing in the room.

    Loop back

    Weekly targets

    Set targets only on the things you actually control. You cannot decide to win a client this week; you can decide to start twenty-five conversations. Outcomes are what the inputs produce — a target on an outcome only tempts you to pad the log.

    Set a target to 0 to switch it off.

    Log activity

    One event, one line in the log. A single conversation is often three events — you spoke to someone, you named their constraint, and they asked to keep talking. Log each one, or the carry rates cannot tell you anything.

    What happened

    Pick what happened.

    Note — their words, not yours

    Just added

    Live pipeline

    One row per person, placed at the furthest stage they have actually reached. Days since last touch is the number that kills deals quietly — nobody decides to stop; they just never hear from you again.

    The ledger

    The source of every number on this page. It is stored in this browser only — nothing is uploaded, and clearing your site data clears it. Export it if you want it somewhere safer, or to hand it to Claude.

    Working with Claude

    If you use the prospecting-scoreboard skill, press Copy for Claude and paste — it will merge the log, work out where your funnel is tightest, and tell you which stage to spend the week on. It can hand a ledger back the same way, through Import.