Phi

Series · QA & Metrics

QA on Every Call. Every Email. Every Day.

At Series, you see the output. One rep closes 12% of demos, another closes 4%. The question is whether you know why. We do. Same day.

Scale compounds good habits and bad habits equally. QA makes sure you are compounding the right ones. Every day, not every quarter.

What gets QA'd

What Gets QA'd

At Series, QA serves one specific purpose: identifying why conversion differs between reps and between segments, then fixing it.

01

Opening and hook delivery

First 15 seconds determine the next 30 minutes. Does it earn the conversation?

02

Pain discovery depth

Finding real problems or surface symptoms? Skipping straight to product?

03

Demo structure

Following the framework or freestyling? Tailored to discovered pain or generic?

04

Objection handling

Navigating or folding? Using playbook responses or improvising?

05

Competitive positioning

When a competitor comes up, does the rep handle it or fumble?

06

Handoff quality

Does the AE get full context or start from scratch every time?

07

Personalization quality

Company-specific, role-specific, pain-specific. Not a template with a name swapped in.

08

Subject line effectiveness

Tracked per variant, per segment. Open rates compared against baseline.

09

CTA clarity

One clear ask. Not three options and a let me know.

10

Sequence compliance

Right message at the right interval. No reps skipping steps or going off-sequence.

11

Reply handling

When a prospect replies, is the follow-up timely and on-message?

FAQ

Frequently asked questions

  • At seed, you have one rep. If they are bad, you know. At Series, you have six. The bad patterns hide. Without QA, one rep converting at 4% looks like a hiring problem. With QA, you discover they are skipping discovery and jumping to the product walkthrough. The fix is coaching, not firing. And with QA, the coaching happens the same day the pattern is caught.

  • Every call is reviewed for opening quality, pain discovery depth, demo structure, objection handling, competitive positioning, and handoff quality. Every email is checked for personalization, subject line effectiveness, CTA clarity, sequence compliance, and reply handling. All findings feed into daily coaching, not a monthly review.

  • Connection rate, meeting rate, show rate, demo-to-proposal rate, and close rate are tracked per rep, per segment, and per sequence variant. The goal is not to find out if outbound works. You know it works. The goal is to find out why it works better for some reps than others, then make all reps perform like the best one.

  • Same day. A QA score of 6.1 correlating with a 4% close rate gets flagged in the morning huddle, coaching is deployed before the afternoon session, and the rep is tracked daily from there. In documented cases, a rep went from 4% to 9% demo-to-close within two weeks of targeted coaching on discovery depth.

  • Sequence decay is when a previously effective email sequence drops in reply rate over time, usually because market messaging has shifted or a competitor adopted a similar angle. QA catches it by tracking reply rates daily per sequence variant. When a sequence drops from 8% to 3% over 10 days, QA flags it, identifies the cause, and a rebuilt sequence goes live within 48 hours.

See what this QA framework looks like for your team

30-minute call. Your reps, your pipeline, what is not converting. We will tell you what the QA layer would catch.