Founders, sales leads, and agency account owners
Run a weekly outreach review you can trust
Explain what was recorded, what is still unknown, and the one next test worth reviewing.
Guide dated September 30, 2026. Your actual report has its own evidence time and scope.
The work to complete
Lock the scope and dates
Write the Workspace, Seat, campaign filter, exact start/end dates, timezone, and report execution time. Compare like scopes. Campaign cohorts can overlap, so adding every campaign's reply total can double-count people.
Keep this artifact
A scope header that another authorized reviewer can reproduce.
Separate messages, people, and meetings
Sent counts qualifying outbound message rows. Contacted and replied count distinct people in the report cohort. Meetings counts bookings in the window. Reply rate divides replied people by contacted people; meeting rate divides contacted people with a meeting by contacted people. Those rates count replies or meetings after the first qualifying send in the window. Off-platform meetings can count as bookings without counting in the contact conversion rate.
Keep this artifact
Counts with their units and denominators. A booked meeting is not automatically a qualified Klose or a sale.
Keep missing evidence visible
Sent means recorded provider-accepted sending, not inbox placement. Delivery and bounce values depend on explicit outbound provider evidence. When sending exists but no delivery outcome is tracked, the value is unavailable, not zero. Tracking coverage is the share of sent messages with a recorded delivered-or-bounced outcome; it measures evidence coverage, not inbox placement. Reply and meeting rates remain unavailable below five contacted people.
Keep this artifact
A short explanation of missing evidence, sample size, and freshness.
Read the conversations behind the count
Review actual questions, declines, referrals, and interest within your permitted scope. Record themes without exposing message bodies or contact details. A reply count includes replies that are not sales interest.
Keep this artifact
Two supported observations, one unknown, and the human follow-up owner.
Choose one next test
Change one audience or message assumption only after evidence review. Name an owner and next review date. Delivery uncertainty needs investigation; never resend a provider action with an unknown outcome just to improve a count.
Keep this artifact
One proposed test with a reason, an approval owner, and a dated review. Observed changes do not prove causation.
Inspectable walkthrough
How we use Klosent: the workflow
Fictional arithmetic exercise: a report records 24 sent messages to 10 contacted people, 2 people replied, and 1 contacted person booked 2 meetings. It has no explicit delivery receipts. These are invented counts for learning, not Klosent or customer performance.
An example to adapt, with no customer result or live execution. Access and actions depend on authorized scope and your Workspace's actual availability.
01
Outkomes → Reporting
- Start with
- One authorized scope and fixed dates; 24 messages, 10 people contacted, 2 people replied.
- Reviewable output
- Reply rate: 2 ÷ 10 = 20%. Delivery: unavailable because no explicit delivery outcome is tracked.
- Human decision
- Do not calculate 2 ÷ 24 as the canonical reply rate. Record the execution time; provider events may arrive later.
02
Outkomes → Meetings
- Start with
- Two booking records, both for one contacted person.
- Reviewable output
- Meetings: 2. Contact-grain meeting rate: 1 ÷ 10 = 10%.
- Human decision
- Check held and qualification evidence separately. Neither number proves two qualified opportunities or revenue.
03
Konvos → human review
- Start with
- The permitted reply threads and the audience brief.
- Reviewable output
- An observation such as ‘one person asked for a resource’; a named owner for the answer.
- Human decision
- Use the actual request to decide the next step. Leave the uncertain delivery outcome for investigation and propose only one reviewed change.
Your working checklist
Checkboxes are for your reading and are not saved. Download the worksheet for your review. Keep client data in its authorized space.