A lead-by-lead effort audit of both Zolve loan advisors β 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 β why?
Snapshot 14 Aug 2026Leads 534 assigned to the two advisorsSource Nbyula CRM β 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 β
John 37% vs Swatika 41% per dial.
The difference is how often they dial. John makes 3.0 calls per lead (median
2); Swatika makes 1.2 (median 1) β
she rings most leads once and moves on. Only 37% of her 271 leads
have ever been reached against John's 52%.
Advisor scorecards
Green = the stronger of the two on that metric. The hero tile is dials-per-lead β the effort lever.
John Stanley
263 leads assigned
778total dials
3.0dials per lead median 2
136leads reached 52% of assigned
42real 5-min talks 16%
11.3htotal talk time
37%connect rate per dial
52 never dialled75 dialled, never answered184 idle >7 days
Swatika Reddy
271 leads assigned
317total dials
1.2dials per lead median 1
99leads reached 37% of assigned
12real 5-min talks 4%
4.6htotal talk time
41%connect rate per dial
52 never dialled120 dialled, never answered222 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
263
100%
Dialled β₯1Γ
211
80%
Reached (answered)
136
52%
Talked >1 min
84
32%
Real convo >5 min
42
16%
Swatika Reddy
Assigned
271
100%
Dialled β₯1Γ
219
81%
Reached (answered)
99
37%
Talked >1 min
62
23%
Real convo >5 min
12
4%
Every lead, by how far it got
One block = one lead. The redder the block, the less contact ever happened.
John Stanley
52
75
52
42
42
Never attempted Β· 52Dialed, never answered Β· 75Answered <1 min Β· 52Talked 1-5 min Β· 42Real conversation 5 min+ Β· 42
Swatika Reddy
52
120
37
50
12
Never attempted Β· 52Dialed, never answered Β· 120Answered <1 min Β· 37Talked 1-5 min Β· 50Real conversation 5 min+ Β· 12
How many times was each lead dialled?
The very top of the funnel β 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
52
52
0
53
158
1
41
36
2
31
19
3
18
3
4
23
1
5
41
2
6β10
4
0
11+
call attempts made on the lead β
Advisor
0
1
2
3
4
5
6β10
11+
Leads
John Stanley
52
53
41
31
18
23
41
4
263
Swatika Reddy
52
158
36
19
3
1
2
0
271
Most leads barely get a second try
John left 105 of his 263 leads (40%) with one dial or none; for Swatika it is
210 of 271 (77%) β 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
358
Never dialled once since assignment
104
Only ever reached for under a minute
89
First real contact took N days
46
N attempts, never once answered
36
No attempt to close or ask for commitment
28
Tagged Not Interested
16
Tagged Not Doable (lender fit unlikely)
11
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.