Connect your sales history
Isotope Labs organizes your appointments, representative assignments, and outcomes into a history we can evaluate, using information available before each assignment.
Use the team you have more effectively before rebuilding how everyone sells.
Put existing sales strengths to work with Lithium Six. Evaluate appointment assignment using your CRM history before committing to a live rollout.
Sales performance guideUse your own evidence
Start with historical appointments, realistic eligibility rules, and outcomes that have had time to mature.
Your Opportunity
Can a company improve close rate without retraining the entire sales team?
Yes, when the bottleneck is how opportunities are matched rather than a shared skill gap. Lithium Six by Isotope Labs evaluates your own sales history and ranks eligible representatives for each appointment. That gives leaders a way to improve assignment while coaching continues, without first changing how every representative sells.
What matters most
- closed appointment definition
- lead and appointment quality
- representative specialization
- assignment constraints
- recommendation alignment
- revenue per appointment
Improve the match before changing the pitch
Two capable representatives can have different strengths. One may perform better with a specific project type or source, while another succeeds with a different mix. Rotation treats those differences as interchangeable; opportunity-specific ranking makes them part of the assignment decision.
Lithium Six uses historical patterns to estimate each eligible representative's close probability for the opportunity. The goal is better use of the team already in place, not concentrating every appointment with one top seller.
Check the fundamentals alongside assignment
Review qualification, response time, follow-up, and pricing execution first. A recommendation cannot compensate for an appointment that never happens or a proposal that is never followed up.
If performance differences remain across comparable opportunities, a historical assignment evaluation can show whether matching deserves attention. Keep source mix, sales cycle, and unresolved opportunities visible in the analysis.
What to bring to a fit review
Start with representative identifiers, appointment or deal dates, assigned owners, and won or lost outcomes. Source and project context can help distinguish opportunity types; closed revenue supports financial analysis.
Isotope Labs connects the available data and evaluates it before recommending a live rollout. Sparse or inconsistent history may need attention first. The evaluation is designed to answer that question before your team changes its workflow.
Keep coaching. Add a more informed assignment decision.
Coaching remains valuable for discovery, presentation, and follow-up. Lithium Six addresses which eligible person receives the opportunity in the first place. Leaders can pursue both without waiting for one to finish.
Use a complimentary fit review to examine the assignment opportunity in your own data, then measure recommendation adoption and sales outcomes after launch.
How to evaluate the result
| Measurement | Why it matters | How to use it |
|---|---|---|
| Recommendation usage | Measure adoption first, then compare sales outcomes with consistent periods and opportunity mixes. | Compare appointments that have had enough time to reach an outcome |
| Preferred-tier assignments | Measure adoption first, then compare sales outcomes with consistent periods and opportunity mixes. | Compare similar periods, lead sources, and assignment approaches |
| Mature win rate | Measure adoption first, then compare sales outcomes with consistent periods and opportunity mixes. | Compare appointments assigned to recommended representatives |
| Won revenue | Measure adoption first, then compare sales outcomes with consistent periods and opportunity mixes. | Review prediction accuracy alongside actual sales and revenue |
| Revenue per appointment | Measure adoption first, then compare sales outcomes with consistent periods and opportunity mixes. | Check for changes in lead mix and team performance before changing your approach |
From CRM history to a live, measurable decision
Test predictive accuracy
We test predictions against historical outcomes kept separate from model training to identify reliable matches between opportunities and sales representatives.
Backtest realistic assignments
We evaluate historical assignment scenarios that reflect representative eligibility, territories, availability, and workload limits.
Track adoption and sales results
See which recommendations your team uses and how those appointments perform, including close rate and revenue per appointment as outcomes become available.
Common questions
Can a company improve close rate without retraining the entire sales team?
Yes, when the bottleneck is how opportunities are matched rather than a shared skill gap. Lithium Six by Isotope Labs evaluates your own sales history and ranks eligible representatives for each appointment. That gives leaders a way to improve assignment while coaching continues, without first changing how every representative sells.
Can Lithium Six work alongside our sales training provider?
Yes. Training develops skills; Lithium Six ranks representative matches for each opportunity. The evaluation and assignment workflow can complement an ongoing coaching program.
Is the highest-performing rep always recommended?
Not necessarily. Lithium Six evaluates the specific opportunity-representative pairing, rather than using only the representative's overall historical close rate.
Can assignment improvements be measured immediately?
You can monitor recommendation usage after launch. Close-rate and revenue comparisons need sufficient opportunities and time for their outcomes to mature.
Continue the evaluation
Sales performance guide
When training is not the only sales-performance lever.
Compare home-services sales training with assignment optimization, process improvement, qualification, coaching, and better use of existing representative strengths.
Sales performance guideImprove the in-home sale from two directions: capability and fit.
Compare home-improvement sales training with appointment assignment across products, lead sources, financing, property context, consultant strengths, and speed to evidence.
Strategy guideIs your CRM data ready for assignment modeling?
Review the fields, definitions, and history needed for a credible evaluation.
Complimentary fit review
Discover where better sales assignment could improve your results.
Share a representative CRM export or connect your data. Isotope Labs will evaluate data readiness, representative-performance variation, and the potential value of model-guided assignment before a live rollout.
- CRM data-readiness review
- Historical model evaluation
- Backtesting that reflects your team and assignment rules
- Plain-language opportunity review