1

Meeting Quota

Number and quality of qualified meetings booked vs. target.

Exceeds

Consistently exceeds meeting quota with meetings that AEs consider high quality.

Meets

Meets meeting quota. Meeting quality is acceptable—low no-show rate, qualified prospects.

Below

Consistently below meeting quota, or meetings are poorly qualified with high no-show rates.

Example review phrases

  • "Booked 41 qualified meetings in Q3 against a target of 28—and AEs report the qualification quality is the best on the SDR team."
  • "Hit meeting quota but no-show rate is 35%—meetings aren't being set with the right urgency or qualification."
2

Outreach Quality

Personalization, research depth, and relevance of outreach across channels.

Exceeds

Outreach is genuinely personalized. Reply rates are above team average. Prospects engage rather than unsubscribe.

Meets

Outreach is professional and relevant. Reply rates are within team norms.

Below

Outreach is templated and generic. Reply rates are below team average. Opt-outs are elevated.

Example review phrases

  • "Reply rate is 3x team average—attributed to research quality. Prospects mention specific details from their outreach in responses."
3

CRM & Process Discipline

Accuracy and completeness of CRM data. Adherence to sequencing and follow-up protocols.

Exceeds

CRM is always current. Follow-up is systematic and documented. Nothing falls through the cracks.

Meets

CRM is generally maintained. Follow-up is adequate.

Below

CRM is behind. Follow-up is inconsistent. Leads are not being worked systematically.

Example review phrases

  • "CRM hygiene is a non-issue—every touch is logged, every next step is set, and nothing ages past 5 days without action."
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Where do these examples come from in real reviews?

Most managers write performance reviews from memory—limited to what they personally observed. Confirm surfaces behavioral evidence from across the organization: who relied on this person, what they drove, how their impact extended beyond their direct manager's line of sight. Reviews written with Confirm's data are more accurate, more defensible, and faster to write.

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