To baseline how many leads one person can generate per day, regardless of source, the following steps can be taken:
1. Define a standard lead generation process: Establish a clear, consistent process for associates to follow when generating leads. This includes defining what qualifies as a valid lead and what information should be captured for each lead.
a.Title of someone from the company, b.Company Name,
c.Email address
d.Phone Number
e.Website
2. Track lead generation data - Gather data on the number of leads generated by each associate and the source of each lead. This information should be captured in a central database for analysis.
3. Evaluate lead generation performance - Analyze the lead generation data to identify patterns and trends. This includes determining the average number of leads generated per day by each associate and the average time spent generating each lead.
4. Normalize lead generation performance - Normalize the lead generation data to account for differences in lead sources. This can be done by using a weighted average approach that takes into account the difficulty of generating leads from each source.
5. Baseline lead generation performance - Based on the normalized data, establish a baseline for the number of leads that one person can generate per day, regardless of source. This baseline should be used to set goals and track progress over time.
By following these steps, you can establish a fair and accurate baseline for lead generation performance, which can be used to measure productivity and track progress over time.
Q. Create a streamlined process plan presentation on how we can measure productivity on a daily, weekly, monthly & quarterly basis. You can start with defining measurable KPIs for the team and propose a dashboard structure to review the productivity.
A streamlined process plan to measure productivity on a daily, weekly, monthly, and quarterly basis would include the following steps:
1. Define KPIs - Define a set of KPIs that will be used to measure the productivity of the lead generation team. These KPIs might include:
● Total number of leads generated
● Average time spent generating each lead
● Percentage of leads that meet the defined criteria for a valid lead
● Conversion rate of leads to customers
2. Track KPIs - Collect data on the KPIs on a daily, weekly, monthly, and quarterly basis. This data should be stored in a central database for analysis.
3. Analyze KPIs - Analyze the data to identify trends and patterns in the team's performance. This includes calculating averages and identifying areas where performance can be improved.
4. Set goals - Based on the analysis of the data, set goals for the team to achieve in the next quarter or year.
5. Review KPIs - Review the KPIs on a regular basis to track progress and identify areas for improvement. This can be done through a dashboard that displays the KPIs in an understandable format.
6. Celebrate successes - Recognize and reward team members who achieve their goals or perform above expectations. This will help to maintain motivation and drive progress.
By following this streamlined process, you can effectively measure and track the productivity of the lead generation team on a daily, weekly, monthly, and quarterly basis. The KPIs and dashboard structure will provide a clear understanding of performance and help drive continuous improvement in lead generation.
Also a dashboard structure to review the productivity of the lead generation team can include the following KPIs:

1. Lead generation rate - The number of leads generated per executive per day, taking into account all channels of leads.
2. Lead conversion rate - The percentage of leads that are successfully converted into clients.
3. Time per lead - The average time taken by an executive to process and add a lead to the CRM database.
4. Lead accuracy - The percentage of leads that are accurately entered into the CRM database, without any errors or duplicates.
5. Channel wise lead distribution - A breakdown of the leads generated from each channel (product qualified leads, marketing qualified leads and manually sourced leads) to understand the efficiency of each source.
The dashboard can be presented in a tabular format with each KPI as a column and the data can be updated on a daily, weekly, monthly, and quarterly basis.
This approach can be helpful to provide constructive feedback to the team members.