Free team planning tool
Make a plan for your next call block.
Turn rep time and your own calling rates into a team plan. See how many attempts, conversations, and booked meetings your next block could support.
No email required. Export your plan. Your inputs stay in this page.
Start with comparable lists and calling conditions. A change in audience, phone data, timing, or talk time can change the result.
Call-block plan & debrief
Before the block: Choose one audience and worklist. Check who can be called. Pick one opener or objection to practice. Confirm where notes and follow-up belong.
| Measure after the block | Actual result |
|---|---|
| Attempts | ________________ |
| Live conversations | ________________ |
| Meetings booked | ________________ |
| Meetings held / qualified | ________________ |
One thing to change next: __________________________________________________
Estimates use your assumptions, not Trellus benchmarks. trellus.ai/call-block-planner
A useful plan starts with a useful list.
Give the team one clear audience, one calling window, and one thing to learn. Then use the block to improve the next one.
Before: decide what you're testing
Choose the accounts or contacts, check the phone data, and set aside the preparation time. Pick a specific opener, objection, or next-step question to work on.
During: keep the work in view
Reps call from the selected list and record outcomes. A manager can use the team's live Salesfloor to listen, spot a coaching moment, and keep the block moving.
After: replace guesses with results
Record attempts, conversations, and bookings in the exported plan. Track held and qualified meetings separately. Use those actual rates when planning the next comparable block.
What the planner calculates
Calling time is the block length minus preparation and wrap-up. Team capacity is that calling time multiplied by the number of reps.
Attempts = team calling hours × attempts per hourConversations = attempts × conversation rateBookings = conversations × booking rateAttempt capacity rounds down to a whole attempt. Required attempts and team blocks round up. A team block means all selected reps working one block of the same length—not one rep-hour.
The calculation holds your rates constant. It does not predict the effect of a new dialer, multiply performance by a line count, or estimate revenue. Compare calling modes with the power versus parallel dialing guide.
Before you use the numbers
What counts as a conversation?
Use your team's consistent definition of a live prospect conversation. Exclude voicemail, ringing, and wrong numbers. If your reporting uses a different definition, enter the rate that matches this calculation.
Can I use it for power or parallel dialing?
Yes. Enter your observed attempts per rep-hour for the mode and workflow you use. Do not multiply a power-dialing rate by the number of parallel lines; conversation time still uses the rep's attention.
What if we don't have reliable rates yet?
Keep the example labeled as a hypothesis. Run a small call block, record what happened, and update the plan. A small sample is useful for planning a next test, not for claiming a stable benchmark.
Are my inputs saved or sent to Trellus?
No. The planner calculation runs in your browser. It does not send or store the numbers you enter. You choose whether to download or print them. The site's general privacy practices still apply.
Put the plan to work
Keep your platform.
Bring the team into the call block.
Trellus combines power and parallel dialing in supported sales platforms with Salesfloor and real-time coaching. See the workflow your team would actually use.
Get a demo for your team →See Trellus in your workflow
See the calling, coaching and reporting workflow your reps would use.
- 01Dial from your CRM
Compare power and parallel dialing in your team’s platform.
- 02Work on your connect rate
Explore pickup prediction and number-health tools available for your setup.
- 03Coach and review calls
See AI practice, Salesfloor and call analytics. Focus on what your team needs.
- 1 Your team
- 2 Choose a time
Fill in your details to open the calendar and choose a time. All fields are required.
