Matthew Rutledge
Materially Below StandardSold / Goal — September 1–14 (MTD)
Competencies
Actual performance for Trailing 30 days through September 14, 2026 first. Every card also carries the Cohereo benchmark, the Vern Eide Ford goal, sample size, and confidence.
52
30-day viewMaterially Below StandardCall Score 52 · Video Execution NOT YET VERIFIABLE · 3 videos sent
- Call Score
- 52
- Video Execution
- Not yet verifiable
- Primary Constraint
- Call effectiveness
83.3%
30-day viewAbove Standard15 Engaged / 18 Net Internet Leads
- Cohereo
- 66%
- Dealer Goal
- 80%
- Cohereo Score
- 100
6.7%
30-day viewMaterially Below Standard1 Appointments / 15 Engaged Customers
- Cohereo
- 40%
- Dealer Goal
- 40%
- Cohereo Score
- 17
Supporting KPI — Lead → Appointment 5.6%
0.0%
Show Rate
30-day viewProvisional0 Shows / 1 Appointments
- Cohereo
- 66%
- Dealer Goal
- 66%
- Cohereo Score
- PROV
30 DAYS performance reads at 0.0% on only 1 observations, against 50.0% over 90 days. Treat the short window as a signal to watch, not a conclusion.
0 Sold / 18 Opportunities · Cohereo 12% · Goal 20%
1 Sold / 2 Opportunities · Cohereo 26% · Goal 40%
Low Confidence
2 Sold / 11 Opportunities · Cohereo 30% · Goal 50%
Primary Development Area
Advancement
17- Internet Engagement
- 83.3%
- Engaged → Appointment
- 6.7%
- Show Rate
- 0.0%
15 Engaged / 18 Net Internet Leads
1 Appointment / 15 Engaged
0 Shows / 1 Appointment
Cohereo Insight
Matthew is establishing meaningful internet engagement at 83.3%, but almost none of those conversations progress: 1 appointment from 15 engaged customers (6.7%). Appointment setting is the clearest measurable development area.
Strengths
Internet Engagement
83.3%
15 Engaged / 18 Net Leads
Call Volume
457
86 Contacts · 18.8% contact rate
Phone Closing
50.0%
1 Sold / 2 Opportunities
A strength on a small sample is reported with its actual value and its confidence — it never becomes an authoritative conclusion.
Active Coaching
Who owns the coaching, what is open, and what happens next.
Coaching Owner
Aaron
Assignments are edited in Settings, not from a performance profile.
- Open Coaching
- 1
- Follow-Up Due
- 1
- Overdue
- 0
- Recommended Audits
- 1
- Jan. 1Internet AdvancementFollow-Up Scheduled
Recent Development
The three most recent entries. The full history lives in the Development Timeline.
- September 15, 2026Coaching
Internet Advancement — Formal Coaching Started
Aaron · Follow-up: Behavior Check September 29, 2026 · Performance Review October 15, 2026 (scheduled)
Formal coaching record opened. Focus: offer two specific appointment times to every engaged Internet customer.
- September 2, 2026Manager Note
Internet Advancement — Early Observation
Aaron
Informal observation before any formal coaching record. Conversations look healthy, but appointment requests are open-ended. Noted for a closer look.
- August 24, 2026Training
Objection Handling
Trent
Reviewed numbers worksheet and handling payment objections.
Effort Detail
Effort is 50% Call Score and 50% Personalized Video Score — measured against a learned baseline, not a fixed quota.
52
- Calls
- 457
- Contacts
- 86
- Contact Rate
- 18.8%
- Call Volume
- Strong
- Contacts Created
- Below Expected
- Contact Rate
- Below Expected
Not yet verifiable
- Videos Sent (reported)
- 3
- BH Internet Leads
- 8
- BH Personalized Video % — Diagnostic
- 37.5%
- Definition
- Pending verification
- Scoreable
- Data incomplete
Cohereo Insight
457 calls produced only 86 live contacts (18.8%). Volume is not the issue — contact effectiveness is.
Conversion Detail
Conversion is opportunity-mix weighted within one reporting period. A source with zero qualifying opportunities is N/A — never zero.
Why Cohereo Noticed
83.3%
Actual Engagement6.7%
Actual Advancement0%
Actual Show RateMatthew is establishing meaningful internet engagement at 83.3%, but almost none of those conversations progress: 1 appointment from 15 engaged customers (6.7%). Appointment setting is the clearest measurable development area.
Likely Area to Explore
Advancement — Once we engage the customer, are we advancing that conversation into an appointment?
Recommended Audits
Cohereo directs where to look. The manager performs the audit in the Coaching workspace.
- Call Quality Audit3 recent outbound call recordingsCall volume is strong while contacts created is below expected. Listening to calls verifies whether the approach — not the activity — is the constraint.
Manager Context
Cohereo sees the data. You know the person. Context explains opportunity volume, confidence, and applicable process expectations — it never lowers the performance standard.
Coaching Ideas
Use what fits your management style.