Jim G.

Do you have an ICP and Buyer Groups defined? If not, that is where I'd start. Here are random thoughts that I can expand upon if needed:

Out of the 40 appointments booked, how many appointments actually took place? Average cold call to meeting booked is 2%, so your 4% is above average, but if meetings aren't being held, the first place to look would be targeting + messaging. If all 40 booked meetings took place and your close rate is 2.5% then the first place to start would be qualifying and discovery on that first call, because as Tony said, you should be closer to 13 closed with 40 meetings.

100% can do in PB...you create a list of accounts that follow a company page & then you can export that list into another tool or set up another phantom that connects with them, sends them messages, etc