Cold Outreach Cohort · Briefing-Quality Analysis
A cohort of cold-outreach prospects defined by sales: opportunities that are not member referrals, not alumni rejoins, and have at least one Salesforce Event with subject matching "Call 1" (excluding "Call 1A"). The cohort is 89 briefings across the matched dataset, with a 33% win rate and an average rubric score of 8.7.
Sales' working definition of "cold outreach" combines three filters in the data:
| Filter | Source field | Inclusion rule |
|---|---|---|
| Not a referral | Opportunity_Source__c | Excludes 5 referral-source values (Member Referral, Advising Member Referral, Advisor Referral, Alumni Referral, Prospect/Suspect Referral) |
| Not an alumni rejoin | Alumni_Re_join__c | Excludes records where the checkbox is true |
| Has a Call 1 Event (not 1A) | Event.Subject | Includes records with at least one Event whose Subject contains "Call 1" but not "Call 1A". Records may also have a separate Call 1A event in their history; the criterion is that a Call 1 Event exists. |
Cohort size: 89 briefings (30 won, 59 lost; 34% win rate; average rubric score 8.7). Outcome is determined by Salesforce IsWon. Briefings were scored 0–2 on each of 8 rubric sections (Cheat Sheet, How Set, Past Calls, Existing Members, Why Them, Triggers, Group-Specific, Alumni-Specific) for a total possible score of 16.
| Bucket | n | Won | Win rate |
|---|---|---|---|
| 0–5 (low) | 11 | 1 | 9% |
| 6–8 (mid) | 33 | 12 | 36% |
| 9–11 (high) | 30 | 10 | 33% |
| 12+ (top) | 15 | 7 | 47% |
Pattern across buckets: the 0–5 bucket closes at 9% (1 of 11). The 6–8 and 9–11 buckets are nearly identical at 36% and 33%. The 12+ bucket sits highest at 47%. The largest gap between adjacent buckets is at the 0–5 / 6–8 boundary (+27 pts); the 6–8 / 9–11 boundary is essentially flat (−3 pts); the 9–11 / 12+ boundary is +14 pts.
| "Complete" threshold | Above-threshold (n) | Above win% | Below-threshold (n) | Below win% | Gap |
|---|---|---|---|---|---|
| rubric ≥ 6 ◀ candidate cut | 78 | 37% | 11 | 9% | +28 pts |
| rubric ≥ 7 | 69 | 41% | 20 | 10% | +31 pts |
| rubric ≥ 8 | 60 | 40% | 29 | 21% | +19 pts |
| rubric ≥ 9 | 45 | 38% | 44 | 30% | +8 pts |
| rubric ≥ 10 | 31 | 42% | 58 | 29% | +13 pts |
| rubric ≥ 11 | 23 | 48% | 66 | 29% | +19 pts |
| rubric ≥ 12 | 15 | 47% | 74 | 31% | +16 pts |
Two cuts produce comparable gaps with reasonable cell balance. The rubric ≥ 6 cut splits 78 vs 11 — both sides survive the n-test but the below-threshold cell is small. The rubric ≥ 7 cut splits 69 vs 20 — better balance, marginally larger gap (+31 vs +28). Above rubric 8 the gap collapses (≥9 = +8 pts) and only re-widens at the top of the rubric (≥11, ≥12). For a single cohort threshold, ≥7 is the cleanest cut at this n.
How this differs from the Referral cohort: In the Referral cohort, the rubric ≥ 8 cut produced the cleanest gap (+21 pts, 61% vs 40%). In the Cold Outreach cohort, the equivalent ≥ 8 cut produces a smaller gap (+19 pts, 40% vs 21%). The largest gap shifts to the ≥ 7 cut, and the bucket distribution shows a clearer floor effect (0–5 wins 9%) than a top-end effect — though the 12+ bucket does also sit notably above the middle.
IsWon. For Cold Outreach the divergence between Drive folder placement and SF outcome is small (most cold briefings agree on outcome between Drive and SF); the convention is the same as in the Referral and Alumni analyses for consistency.Each row links to the briefing's source document on Drive (opens in a new tab). Sorted by outcome (won first), then by rubric score (highest first). Use this to verify cohort membership, audit individual briefings, or sample for follow-up review.
| Briefing (links to Drive) | Account | Group | Outcome | Rubric | SF Action | SF Reason |
|---|---|---|---|---|---|---|
| Christoph Buerki | Novartis AG | PR50 | WON | 16 | Follow-up Email | Member Referral |
| Nalina Athyantha | ServiceNow, Inc. | ME5X | WON | 15 | Call 3+ | Member Referral |
| Tarbinlam Lafon | Humana Inc. | PR50 | WON | 15 | Follow-up Email | Member Referral |
| Scott Thiele | Stellantis N.V. | SC50 | WON | 13 | Follow-up Email | Member Referral |
| Joseph Cano | Lowe's Companies, Inc. | DI50 | WON | 12 | Follow-up Email | Overall World 50 Value Proposition |
| Oggie Kapetanovic | Philip Morris International Inc. | FR50 | WON | 12 | Follow-up Email | Member Referral |
| Sudhakar Lingineni | C&S Wholesale Grocers, Inc. | EN50 | WON | 12 | Call 1 | Member Referral |
| Barbara Stoyko | Shell plc | EL50 | WON | 11 | Call 3+ | Member Referral |
| Dan Christenson | PepsiCo, Inc. | GA50 | WON | 11 | Follow-up Email | Connections / World 50 Community |
| Jeff Oberstein | Capital One Financial Corporation | ST50 | WON | 11 | Call 2 | Member Referral |
| Nick Stone | Fresenius SE & Co. KGaA | FE5X | WON | 11 | Other (see Won/Lost Explanation) | Overall World 50 Value Proposition |
| Chris Nielsen | Toyota Motor Corporation | SC50 | WON | 10 | Call 3+ | Overall World 50 Value Proposition |
| Ugo Prechner | Schlumberger Limited | FE5X | WON | 10 | Other (see Won/Lost Explanation) | Content / Programming |
| Aldo Rosales | Dave & Buster's Entertainment, Inc. | STII | WON | 9 | Follow-up Email | Overall World 50 Value Proposition |
| Ashish Pandya | Here International B.V. | STII | WON | 9 | Follow-up Email | Overall World 50 Value Proposition |
| Bonnie Van Etten | Stellantis N.V. | FE5X | WON | 9 | Follow-up Email | Overall World 50 Value Proposition |
| Thomas Wyatt | Twilio Inc | RE50 | WON | 9 | Follow-up Email | Member Referral |
| Anthony Krebs | Baker Hughes Company | EN50 | WON | 8 | Call 1 | Overall World 50 Value Proposition |
| Bo Cassidy | Quanta Services, Inc. | GL50 | WON | 8 | Call 1 | Overall World 50 Value Proposition |
| Cam Smith | R.R. Donnelley | PR50 | WON | 8 | Call 2 | Overall World 50 Value Proposition |
| Charlie Griffis | Parrish Construction | PDII | WON | 8 | Call 2 | Overall World 50 Value Proposition |
| Pascal Aguirre | Indeed, Inc. | STII | WON | 8 | Call 2 | Overall World 50 Value Proposition |
| Ryan Parietti | DoorDash, Inc. | EL50 | WON | 8 | Follow-up Email | Overall World 50 Value Proposition |
| Sally Gilligan | The Gap, Inc. | SC50 | WON | 8 | Call 2 | Overall World 50 Value Proposition |
| Adam Rimes | Aprio (Atlanta) | GO50 | WON | 7 | Follow-up Email | Overall World 50 Value Proposition |
| Birgit Boykin | Oliver Wyman Group | HR5X | WON | 7 | Follow-up Email | Overall World 50 Value Proposition |
| Jessica Plevy | Corning Incorporated | HR5X | WON | 7 | Call 1 | Overall World 50 Value Proposition |
| Thomas Culligan | The Boeing Company | SU50 | WON | 7 | Call 1 | Overall World 50 Value Proposition |
| Jim Nadler | Kroll Bond Rating Agency | GR50 | WON | 6 | Call 1 | Overall World 50 Value Proposition |
| Michael Rubiera | Accelevation | GR50 | WON | 5 | Follow-up Email | Overall World 50 Value Proposition |
| Andrew Gwin | Hertz Global Holdings, Inc. | FE5X | LOST | 14 | Other (see Won/Lost Explanation) | Other (see Won/Lost Explanation) |
| Joseph Heynoski | Nationwide Mutual Insurance Company | PR50 | LOST | 14 | Other (see Won/Lost Explanation) | Not Interested / No Value / Unresponsive |
| Deena Rembert Neason | Alcon Inc. | HR5X | LOST | 13 | Call 3+ | Not Interested / No Value / Unresponsive |
| Tarek Rizk | Schlumberger Limited | SC50 | LOST | 13 | Call 2 | Not Interested / No Value / Unresponsive |
| Benjamin Richard | Enhabit, Inc. | TEII | LOST | 12 | Call 1 | Other (see Won/Lost Explanation) |
| Elanor Andrews | BT Group plc | LE5X | LOST | 12 | Call 1 | Budget |
| Sally Macaluso | GE HealthCare Technologies Inc. | PR50 | LOST | 12 | Follow-up Email | Other (see Won/Lost Explanation) |
| Stephanie Cohen | CloudFlare Inc | ST50 | LOST | 12 | Follow-up Email | Time |
| Frederico Freire Jardim | The Kraft Heinz Company | EL50 | LOST | 11 | Other (see Won/Lost Explanation) | Job Change |
| Janet Kavinoky | Vulcan Materials Company | COII | LOST | 11 | Follow-up Email | Budget |
| Koen Burghouts | Mondelez International, Inc. | EL50 | LOST | 11 | Follow-up Email | Time |
| Matthew Underwood | Fifth Third Bancorp | LE5X | LOST | 11 | Call 1 | Budget |
| Andrea Salvato | Liberty Global plc | STII | LOST | 10 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Christian Kaufmann | The Unilever Group | FE5X | LOST | 10 | Follow-up Email | Other (see Won/Lost Explanation) |
| Julie Gebauer | Willis Towers Watson Public Limited Company | FR50 | LOST | 10 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Noah Dunlap | Emory Healthcare | SC50 | LOST | 10 | Call 1 | Time |
| Peter Jackson | Builders FirstSource, Inc | G1CE | LOST | 10 | Follow-up Email | Time |
| Robyn Miller | ARCADIS N.V. | LE5X | LOST | 10 | Call 1 | Not Interested / No Value / Unresponsive |
| Bill Connelly | Stellantis N.V. | ME5X | LOST | 9 | Call 2 | Budget |
| Iris Yen | Wella Company | STII | LOST | 9 | Follow-up Email | Budget |
| Jason Radford | BeOne Medicines AG | STII | LOST | 9 | Follow-up Email | Budget |
| Kenny Chae | Akzo Nobel N.V. | FE5X | LOST | 9 | Other (see Won/Lost Explanation) | Not Interested / No Value / Unresponsive |
| Niels Larsen | DSV A/S | FR50 | LOST | 9 | Follow-up Email | Time |
| Paul Brenchley | Manulife Financial Corporation | ST50 | LOST | 9 | Follow-up Email | Time |
| Rachael Conrad | Rockwell Automation Inc. | CX50 | LOST | 9 | Follow-up Email | Budget |
| Roland Gonzalez | Church's Chicken, Inc. | GR50 | LOST | 9 | Follow-up Email | Budget |
| Steve Finch | Manulife Financial Corporation | EL50 | LOST | 9 | Call 2 | Time |
| Ted Gillick | Penguin Solutions, Inc. | STII | LOST | 9 | Call 1 | Budget |
| Doug Goss | Premium Brands Holdings Corporation | GCII | LOST | 8 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Jay Cohen | QBE Insurance Group Limited | RI50 | LOST | 8 | Call 1 | Disqualified |
| Joe Martin | Fossil Group, Inc. | RE50 | LOST | 8 | Call 1 | Time |
| Michael Newcomer | Riviera Partners | GR50 | LOST | 8 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Rajesh Subramaniam | ResultsCX | GR50 | LOST | 8 | Call 2 | Job Change |
| Robert Dro | Stanley Black & Decker, Inc. | DF50 | LOST | 8 | Follow-up Email | Time |
| Sacha Weinberg | Nielsen Holdings plc | ME5X | LOST | 8 | Call 1 | Not Interested / No Value / Unresponsive |
| Terrill Pitkin | Par Pacific Holdings, Inc. | SC50 | LOST | 8 | Call 1 | Not Interested / No Value / Unresponsive |
| Avner Applbaum | Valmont Industries, Inc. | G1CE | LOST | 7 | Call 1 | Time |
| Brian Henry | Bird Construction Inc. | HRII | LOST | 7 | Follow-up Email | Budget |
| Elizabeth Robinson | Brightspring Health Services | FR50 | LOST | 7 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Jana Haines | MSCI Inc. | PDII | LOST | 7 | Follow-up Email | Time |
| Matthew McMullin | Chubb Limited | FR50 | LOST | 7 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Amit Ziv | The Walt Disney Company | SE5X | LOST | 6 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Brian Hoffmann | Cipla Limited | RE50 | LOST | 6 | Follow-up Email | Budget |
| Clint Nicholson | RWE AG | FE5X | LOST | 6 | Call 1 | Budget |
| David Ward | Brighthouse Financial, Inc. | SU50 | LOST | 6 | Follow-up Email | Budget |
| James Barnes | Primerica | TEII | LOST | 6 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Paulo Miranda | LATAM Airlines Group | CX50 | LOST | 6 | Follow-up Email | Time |
| Thomas Ebach | PVH Corp. | DH50 | LOST | 6 | Call 1 | Budget |
| Utkarsh Shah | DSM-Firmenich AG | OE5X | LOST | 6 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Christine Desaulniers | TC Transcontinental | GCII | LOST | 5 | Call 1 | Budget |
| Jonathan Taylor | Bunzl plc | FR50 | LOST | 5 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Klasey Gage | DoorDash, Inc. | CX50 | LOST | 5 | Follow-up Email | Time |
| Paulee Day | West Marine | GR50 | LOST | 5 | Follow-up Email | Time |
| Jacques Pommeraud | Inetum | GR50 | LOST | 4 | Call 1 | Time |
| Patrick O'Keefe | Universal Corporation | PDII | LOST | 4 | Follow-up Email | Not Interested / No Value / Unresponsive |
| Patrick Trippel | Inventus Power | GR50 | LOST | 4 | Other (see Won/Lost Explanation) | Not Interested / No Value / Unresponsive |
| Alan Sokol | Hemisphere Media Group | GR50 | LOST | 3 | Call 1 | Time |
| Erin Sheckler | Stewart Information Services Corporation | PDII | LOST | 3 | Follow-up Email | Time |
| Karen Bogart | Mohawk Industries, Inc. | BX | LOST | 2 | Other (see Won/Lost Explanation) | Not Interested / No Value / Unresponsive |