VedaWell Health Coaching

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24 August 2026

CompletedValidated7 hrs

Planned

Call 120 fresh Hindi-desk leads and invite them to Wednesday's diabetes reversal webinar.

Executed

Dialled 120 leads, connected with 89. Registered 41 for the webinar and shared the joining link on WhatsApp.

Note: 12 numbers were unreachable; marked for retry tomorrow.

AI mapped
KRA: Job Success
KPI: Lead-to-Connect Ratio
96% confidence
Extracted metric
89 connected / 120 dialled = 74.2%
Outcome
41 webinar registrations generated

The entry states dialled and connected call counts explicitly, which maps directly to the Lead-to-Connect Ratio formula. Registrations are recorded as supporting evidence for webinar attendance, not counted as attendance yet.

Manager: Good connect rate. Keep the retry list tight.

CompletedPending Validation2.5 hrs

Planned

Follow up with last week's webinar attendees who asked for pricing.

Executed

Completed 14 follow-up calls with webinar attendees, 2 enrolled in the 3-month Thyroid Freedom program.

AI mapped
KRA: Job Success
KPI: Primary Sales — Follow Up
94% confidence
Extracted metric
2 enrollments from 14 follow-up calls
Outcome
2 program enrollments (Thyroid Freedom, 3-month)

Follow-up calls with webinar attendees resulting in enrollments match the Primary Sales — Follow Up KPI definition. Enrollment counts are measurable outcomes, so they are proposed as KPI evidence pending manager validation.

23 August 2026

CompletedAI Mapped1 hrs

Planned

Attend the monthly team huddle.

Executed

Attended the monthly team huddle and shared objection-handling notes from the HBF desk.

AI mapped
KRA: Attitude
KPI: Internal Team Meeting Involvement
61% confidence
Extracted metric
No measurable metric detected
Outcome
Participation recorded as activity only

Meeting attendance is an activity without a measurable outcome. Logged as participation evidence for Internal Team Meeting Involvement; no KPI value changed. Confidence is low — manager review recommended.

KPI mapping uncertain — manager review recommended.

22 August 2026

CompletedValidated1.5 hrs

Planned

Submit the weekly MIS sheet for the Hindi desk.

Executed

Submitted the weekly MIS sheet by 6 PM with lead-wise conversion status for 340 leads.

AI mapped
KRA: Reporting & Data Management
KPI: Weekly / Monthly MIS On Time
92% confidence
Extracted metric
1 weekly MIS submitted on time
Outcome
340 leads reported with conversion status

Explicit weekly MIS submission within the stated deadline maps to Weekly / Monthly MIS On Time.

21 August 2026

CompletedCorrected3 hrs

Planned

Run the spot-booking desk during the Marathi webinar.

Executed

Handled the spot-booking desk during the Marathi webinar with 210 attendees; 12 spot enrollments closed.

AI mapped
KRA: Job Success
KPI: Primary Sales — Spot Booking
89% confidence
Extracted metric
12 spot enrollments / 210 attendees = 5.7%
Outcome
12 immediate program enrollments

Enrollments closed during the webinar map to Primary Sales — Spot Booking. Manager corrected the count to 11 after payment reconciliation.

Manager: Corrected: 11 spot enrollments confirmed, 1 payment failed.

20 August 2026

BlockedSubmitted0.5 hrs

Planned

Clean duplicate lead records in the CRM for the Hindi desk.

Executed

Started de-duplication; blocked because CRM export access was not granted.

Note: Raised a ticket with the IT team.

No AI mapping yet — entry not submitted for analysis.