A lead-by-lead effort audit of both Zolve loan advisors — every dial, every connect,
how long they actually talked, what was discussed, and the red and green flags on each case.
Built to answer one question management asked: leads assigned are many, connected calls are few — why?
Snapshot 11 Aug 2026Leads 517 assigned to the two advisorsSource Nbyula CRM — call history + AI call-quality analyticsAll times IST
The short answer: it's a dialling gap, not a skill gap
When either advisor picks up the phone, they connect at a similar rate —
John 37% vs Swatika 42% per dial.
The difference is how often they dial. John makes 3.0 calls per lead (median
2); Swatika makes 1.2 (median 1) —
she rings most leads once and moves on. Only 38% of her 261 leads
have ever been reached against John's 51%.
Advisor scorecards
Green = the stronger of the two on that metric. The hero tile is dials-per-lead — the effort lever.
John Stanley
256 leads assigned
766total dials
3.0dials per lead median 2
131leads reached 51% of assigned
41real 5-min talks 16%
11.1htotal talk time
37%connect rate per dial
48 never dialled77 dialled, never answered162 idle >7 days
Swatika Reddy
261 leads assigned
315total dials
1.2dials per lead median 1
99leads reached 38% of assigned
12real 5-min talks 5%
4.6htotal talk time
42%connect rate per dial
43 never dialled119 dialled, never answered201 idle >7 days
Where the book leaks
Of every lead assigned, how many survive to each depth of contact. The drop from
"assigned" to "dialled" is pure effort; the drop after "reached" is conversation quality.
John Stanley
Assigned
256
100%
Dialled ≥1×
208
81%
Reached (answered)
131
51%
Talked >1 min
81
32%
Real convo >5 min
41
16%
Swatika Reddy
Assigned
261
100%
Dialled ≥1×
218
84%
Reached (answered)
99
38%
Talked >1 min
62
24%
Real convo >5 min
12
5%
Every lead, by how far it got
One block = one lead. The redder the block, the less contact ever happened.
John Stanley
48
77
50
40
41
Never attempted · 48Dialed, never answered · 77Answered <1 min · 50Talked 1-5 min · 40Real conversation 5 min+ · 41
Swatika Reddy
43
119
37
50
12
Never attempted · 43Dialed, never answered · 119Answered <1 min · 37Talked 1-5 min · 50Real conversation 5 min+ · 12
How many times was each lead dialled?
The very top of the funnel — call attempts per lead, however far it later got. This is the
purest read on effort: a lead that was dialled once and dropped had almost no chance to convert.
John StanleySwatika Reddybars = number of leads with that many attempts
48
43
0
56
158
1
37
35
2
30
19
3
17
3
4
23
1
5
41
2
6–10
4
0
11+
call attempts made on the lead →
Advisor
0
1
2
3
4
5
6–10
11+
Leads
John Stanley
48
56
37
30
17
23
41
4
256
Swatika Reddy
43
158
35
19
3
1
2
0
261
Most leads barely get a second try
John left 104 of his 256 leads (41%) with one dial or none; for Swatika it is
201 of 261 (77%) — she rings almost everyone once but rarely calls back. A single
unanswered ring is not a worked lead. The AI-agent comparison shows what happens when every lead instead gets
dialled ~10 times: reach jumps from 44% to 78%.
Most common red flags across the book
No activity for N days
321
Never dialled once since assignment
91
Only ever reached for under a minute
87
First real contact took N days
46
N attempts, never once answered
35
No attempt to close or ask for commitment
28
Tagged Not Interested
16
Tagged Not Doable (lender fit unlikely)
10
Lead-by-lead breakdown
Click any lead to open its effort log, what was discussed on the best call, and its flags.
Sorted by longest conversation first.