TDM Performance Dashboard

Reporting Period: Inception – April 17, 2026  |  Report #1  |  Confidential
Biweekly Report
📍 Baseline Period
Report Cadence
Biweekly (every 2 weeks)
Next Update
~May 1, 2026
Data Sources
Prosp (LinkedIn) + MMai (Email / SMS / Sequences / Lists)
Note
Period-over-period comparisons begin next report
01 — AI Insights

TDM's outreach engine is fully live and generating early traction across LinkedIn and email. 1,269 LinkedIn requests produced 174 accepted connections (13.7%), 146 conversations, and 33 replies. Simultaneously, 3,913 email executions are returning a 3.53% open rate and 3.68% click rate — a healthy cold outreach baseline. The standout is Chris Torbit's ProfServices IT campaign, running at 2.3x the portfolio acceptance rate with the most conversations of any campaign.

📡 Where Engagement Is Strongest

Engagement is concentrated at the LinkedIn acceptance-to-conversation layer. Chris ProfServices (61 conversations) and Diana Mfg IT AI (38.5% reply-to-accepted) show the deepest prospect engagement. Email engagement is strongest at the click layer — 144 clicks vs 138 opens signals prospects are acting without being tracked as "opens," a positive deliverability signal.

🔁 Multi-Touchpoint Engagement Signals

The Conrad Compare web agent has captured an inbound lead (AT&T Consultant, Springfield OH) from the TDM website — a prospect who engaged via web + potential email overlap. Additionally, 440 anonymous website visitors across TDM.cc, clarusco.com, and resolve.clarusco.com represent contacts who have shown intent on the web and may be receiving email simultaneously — a high-value cross-channel segment not yet activated.

⚡ Rapid Engagement Patterns

Diana's Mfg IT AI campaign shows disproportionate reply velocity relative to acceptance volume — 5 replies from 19 accepted contacts (38.5%) indicates prospects are responding quickly after connecting, not going cold. This is a strong signal of message-market fit and audience readiness. Compare to the portfolio average of 19.0% reply-to-accepted.

🎯 Funnel Concentration Risk

The majority of conversations (61 of 146, 42%) are coming from a single campaign — Chris ProfServices. While this validates the campaign, it also means overall conversation volume is highly dependent on one rep and one audience. Replicating this campaign's connection note and audience logic across Ed and Robert's campaigns is the highest-leverage action available.

02 — Executive Summary
📍 Baseline Period: This is Report #1. All values below represent the starting benchmark. Beginning with Report #2 (est. May 1, 2026), every metric will include a Δ vs Last Period column showing biweekly change. No prior-period data exists to compare against at this time.
Intent Contacts
4,786
Across all AI intent + lead lists
Source: MMai Lists
Δ vs Last Period: — (Baseline)
LI Requests Sent
1,269
Across 8 active LinkedIn campaigns
Source: Prosp
Δ vs Last Period: — (Baseline)
LI Accepted
174
13.7% acceptance rate
Source: Prosp
Δ vs Last Period: — (Baseline)
LI Conversations
146
Conversations started via LinkedIn
Source: Prosp
Δ vs Last Period: — (Baseline)
LI Replies
33
19.0% reply rate of accepted
Source: Prosp
Δ vs Last Period: — (Baseline)
Emails Sent
3,913
18 sequences / 15 active
Source: MMai Sequences
Δ vs Last Period: — (Baseline)
Email Opens
138
3.53% open rate
Source: MMai Sequences
Δ vs Last Period: — (Baseline)
Email Clicks
144
3.68% click rate
Source: MMai Sequences
Δ vs Last Period: — (Baseline)
SMS Sent
242
Via MMai voice/SMS sequences
Source: MMai Sequences
Δ vs Last Period: — (Baseline)
Meetings Booked
0
Primary conversion target
Source: Calendly (client-reported)
Δ vs Last Period: — (Baseline)
03 — Funnel Overview
Intent
4,786
AI-qualified contacts
Intent lists + lead lists (MMai)
Δ: — (Baseline)
Outreach
5,424
Total touches
3,913 email · 1,269 LI · 242 SMS
Δ: — (Baseline)
Engagement
456
8.4% of outreach
138 opens · 144 clicks · 174 LI accepts
Δ: — (Baseline)
Conversations
146
32.0% of engaged
146 LI convos · 33 LI replies · 0 email replies
Δ: — (Baseline)
Meetings Booked
0
Calendly data provided by client
Δ: — (Baseline)
04 — Performance Breakdown

LinkedIn Campaigns — Source: Prosp  |  Reply % (of req) = replies ÷ requests  |  Reply % (of accepted) = replies ÷ accepted invites

Campaign Rep Requests Convos Accepted Accept % Replies Reply % (of req) Reply % (of accepted) Δ vs Last Signal
MMai_TDM_Chris_ProfServices_IT_Outreach Chris Torbit 236 61 75 31.8% 20 8.5% 26.7% — Baseline Top Performer
MMai_TDM_Ed_MultiSite_RetailFranchise Ed Pearce 196 28 28 14.3% 2 1.0% 7.1% — Baseline Flat
MMai_TDM_Diana_Team_ManufacturingITAI Diana (Team) 165 13 19 11.5% 5 3.0% 38.5% — Baseline High Reply Quality
MMai_TDM_Ed_AIIntent_CommChannel_Outr Ed Pearce 147 8 11 7.5% 3 2.0% 27.3% — Baseline Flat
MMai_TDM_Chris_AIIntent_ITLeaders_Out Chris Torbit 124 8 9 7.3% 1 0.8% 11.1% — Baseline Flat
MMai_TDM_Robert_MfgIT_CIOs_Outreach Robert Bowling 123 14 15 12.2% 1 0.8% 6.7% — Baseline Flat
MMai_TDM_Robert_AIIntent_EnterpriseNe Robert Bowling 113 10 11 9.7% 1 0.9% 9.1% — Baseline Solid
MMai_TDM_Diana_Team_ManufacturingITDe Diana (Team) 165 4 6 3.6% 0 0.0% 0.0% — Baseline Needs Reset
TOTAL 1,269 146 174 13.7% 33 2.6% 19.0% — Baseline

Email Sequence Performance — Source: MMai

Metric Value Rate Δ vs Last Status
Total Executions (Sent) 3,913 — Baseline Active
Unique Opens 138 3.53% — Baseline Baseline
Unique Clicks 144 3.68% — Baseline Healthy
Unique Replies 0 0.0% — Baseline Gap
Bounces 68 1.74% — Baseline Normal
Out of Office 9 0.23% — Baseline Normal
SMS Sent 242 — Baseline Active
Meetings Booked 0 0.0% — Baseline Target
Active Sequences 15 — Baseline Running
Pending Approvals 1 — Baseline Action Needed
Top Sequences by Volume Members Steps Run Δ vs Last Status
Robert — AI Intent Enterprise Net. 1,149 1,031 — Baseline Active
Ed — AI Intent Comm Channel 299 625 — Baseline Active
Ed — MultiSite Retail Franchise 688 268 — Baseline Active
Chris — AI Intent IT Leaders 273 241 — Baseline Active
Chris — ProfServices IT 672 159 — Baseline Active
Press Release: Resolve 4.0 26 26 — Baseline Complete

Per-Rep Breakdown — Combined MMai + Prosp

CT
Chris Torbit
Prof Services · IT Leaders
LI Requests Sent360 — Baseline
LI Accepted84 23.3% — Baseline
LI Conversations69 — Baseline
LI Replies21 5.8% of req — Baseline
Email Seq Members945 — Baseline
Email Steps Run400 — Baseline
Meetings Booked0 — Baseline
Sources: Prosp (LI) · MMai (Email)
EP
Ed Pearce
MultiSite Retail · Comm Channel
LI Requests Sent343 — Baseline
LI Accepted39 11.4% — Baseline
LI Conversations36 — Baseline
LI Replies5 1.5% of req — Baseline
Email Seq Members987 — Baseline
Email Steps Run893 — Baseline
Meetings Booked0 — Baseline
Sources: Prosp (LI) · MMai (Email)
RB
Robert Bowling
Mfg IT CIOs · Enterprise Network
LI Requests Sent236 — Baseline
LI Accepted26 11.0% — Baseline
LI Conversations24 — Baseline
LI Replies2 0.8% of req — Baseline
Email Seq Members1,422 — Baseline
Email Steps Run1,190 — Baseline
Meetings Booked0 — Baseline
Sources: Prosp (LI) · MMai (Email)
DT
Diana (Team)
Manufacturing IT · AI Intent
LI Requests Sent330 — Baseline
LI Accepted25 7.6% — Baseline
LI Conversations17 — Baseline
LI Replies5 1.5% of req — Baseline
AI Intent List (Mfg)2,333 — Baseline
Email SequencesNot yet active
Meetings Booked0 — Baseline
Sources: Prosp (LI) · MMai (Lists)
05 — Performance Insights
05B — High-Intent Activity Signals
🔥

Chris ProfServices — Conversation Velocity

61 conversations from 75 accepted contacts (81.3% conversation-to-accepted ratio) indicates prospects are not just accepting — they're actively engaging in dialogue. This is the strongest multi-step engagement signal in the portfolio.

Channel: LinkedIn (Prosp)

Diana Mfg IT AI — Rapid Reply After Connect

38.5% of accepted contacts replied — nearly 2 in 5. This reply velocity after connection suggests prospects in the Manufacturing IT AI segment are actively evaluating solutions, not passively browsing. High-intent buyer behavior.

Channel: LinkedIn (Prosp)
🖱️

Email Click-Through Without Open Tracking

144 email clicks with only 138 tracked opens means at least 6 prospects clicked through without being registered as "opens" — indicating direct, intent-driven link engagement. These are the highest-intent email contacts in the current send pool.

Channel: Email (MMai Sequences)
🌐

Anonymous Website Visitors — Warm Intent Layer

440 contacts visited TDM or Clarus properties and were captured as anonymous visitors. These prospects are in active research mode. Any overlap between this list and current email/LinkedIn outreach represents a multi-touchpoint high-intent signal.

Channel: Website (MMai Visitor Tracking)
💬

Conrad Compare — Inbound Web Lead Captured

One qualified inbound lead (AT&T Consultant, Springfield OH) engaged via the Conrad Compare web agent — an unsolicited, self-initiated contact from a prospect actively researching solutions.

Channel: Web Agent (Conrad Compare)