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Cold Outreach Cohort · Briefing-Quality Analysis

Cold-outreach Call 1 briefings: rubric scores and outcomes.

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.

89Cold-outreach Call 1 briefings in the dataset (NOT referral, NOT alumni, has Call 1 Event).
34% / 66%Cohort win / loss split: 30 won and 59 lost.
9% → 47%Win rate range across rubric buckets: 0–5 (n=11) closes at 9%; 12+ (n=15) closes at 47%.

§1 — What we looked at

Cold-outreach Call 1 cohort, defined by sales.

Sales' working definition of "cold outreach" combines three filters in the data:

FilterSource fieldInclusion rule
Not a referralOpportunity_Source__cExcludes 5 referral-source values (Member Referral, Advising Member Referral, Advisor Referral, Alumni Referral, Prospect/Suspect Referral)
Not an alumni rejoinAlumni_Re_join__cExcludes records where the checkbox is true
Has a Call 1 Event (not 1A)Event.SubjectIncludes 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.

§2 — Distribution and threshold sweep

Bucket distribution and rubric-vs-outcome thresholds within the cohort.

Distribution by rubric score bucket

BucketnWonWin rate
0–5 (low)1119%
6–8 (mid)331236%
9–11 (high)301033%
12+ (top)15747%

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.

Threshold sweep — rubric cut comparisons

"Complete" thresholdAbove-threshold (n)Above win%Below-threshold (n)Below win%Gap
rubric ≥ 6 ◀ candidate cut7837%119%+28 pts
rubric ≥ 76941%2010%+31 pts
rubric ≥ 86040%2921%+19 pts
rubric ≥ 94538%4430%+8 pts
rubric ≥ 103142%5829%+13 pts
rubric ≥ 112348%6629%+19 pts
rubric ≥ 121547%7431%+16 pts
Threshold selection — different shape than the Referral cohort

The largest gap at defensible cell sizes is at rubric ≥ 7, but the natural break in the bucket distribution is at rubric ≥ 6.

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.

§3 — What we observe

Three patterns from the data, stated descriptively.

  1. The lowest rubric bucket closes substantially less often. 1 of 11 briefings scoring 0–5 (9%) closed compared to 30 of 78 (37%) for briefings scoring 6 or higher. The 0–5 cell is small but the gap is the largest in the threshold sweep.
  2. The middle of the rubric is flat. 6–8 (36%) and 9–11 (33%) close at essentially the same rate. Within this cohort, additional rubric points between 6 and 11 don't associate with additional win-rate lift in the data.
  3. The top bucket (12+) closes at 47%. Higher than the middle bands by ~14 points but on a smaller cell (n=15). The pattern is consistent with either "very high-rubric briefings reflect more closeable deals" or "the top tier of the rubric does provide additional lift" — the cell size doesn't allow us to distinguish those.

§4 — What the data supports examining next

Three areas where the dataset suggests further work would be productive.

  1. Section-level analysis of the 11 below-6 briefings. Their 9% win rate is the largest gap in the cohort. A breakdown of which rubric sections (S1–S8) most often score 0 in this cell would identify whether a specific section carries most of the floor effect — and would let MDA prep target it directly.
  2. Reading transcripts of the 12+ bucket. The 15 briefings scoring 12 or higher close at 47% (7 of 15). Reading their call transcripts and comparing to the 6–11 bucket transcripts may reveal whether the 14-point lift comes from how the SD uses the briefing on the call, or whether the briefing depth reflects underlying deal strength.
  3. Cross-cohort comparison at section level. Comparing which sections drive rubric scores in the Cold Outreach cohort vs the Referral cohort would surface whether the same rubric sections matter in both populations or whether the cohorts respond to different briefing components.

§5 — What we're not yet confident in

Where the data isn't yet strong enough to commit.

§ Citations

Direct links to all 89 briefings in the cohort.

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.

Cold Outreach cohort — 89 briefings
30 won · 59 lost · avg rubric 8.7 · 11 in 0–5 bucket · 33 in 6–8 · 30 in 9–11 · 15 in 12+
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