Document the current process, internal effort and outcomes for a defined account segment. Agree what counts as a useful path, qualified meeting and accepted opportunity before the trial.
First measure identity accuracy and connector-confirmed coverage. Next inspect approved requests, delivered introductions and meetings held. Finally track opportunity progression and closed-won contribution.
This helps separate data quality from operating quality and subsequent sales performance.
Count fees, setup, internal management, connector time and follow-up. If the programme saves time, record observed work reduced rather than turning every saved hour into assumed revenue.
Use attributable realised contribution and full costs for ROI, with finance-approved assumptions. Label open pipeline ratios separately. Compare similar accounts and acknowledge selection bias when networks influence which accounts are worked.
Orbb should be evaluated on both research and service execution where those are part of the scope. The strongest business case is a traceable workflow and credible outcomes, not a vendor benchmark applied to your company without evidence.