Walk into every 1:1 with the gap already found.

“Who on my team needs help this week, and with what exactly?”

Turns rep data into a specific coaching priority per person, plus the team-level pattern underneath them.

CONVERT MORE PIPELINEINTERMEDIATECRMPRODUCT-ANALYTICS TOOL✓ APPROVED 4/4
EXAMPLE PROMPTS
>Who needs coaching this week? [pastes rep pipeline and activity export]
>Build a coaching plan for [rep] before our 1:1 tomorrow
>Is this rep working their pipeline, or just logging activity? Check quality, not volume
ABOUT THIS SKILL

What this skill does

This skill turns rep data into per-rep coaching priorities. It reads each rep's pipeline, activity, and win history, then surfaces a specific gap for each person plus the team-level patterns underneath them. It answers "who needs help and on what?" with a named topic per rep, not a vague verdict. It watches the people, not the system.

Inputs

  • Works today with: per-rep open deals and activity counts, plus your qualification framework's fields. Paste or upload.
  • More powerful connected to a CRM: opportunities, stages, forecast categories, close dates, and notes, live.
  • More powerful connected to a meeting or activity tool: meeting quality from transcripts and real follow-up cadence, not just counts.
  • Sharper with product-usage and account-scoring tools.

How it works

  1. 1
    Per rep, the skill computes:
    • Methodology completeness rate. The share of open opps that pass your check, plus the field the rep misses most.
    • Activity quality. Meeting count times meeting quality (from transcripts) times follow-up cadence. High count of low-quality touches does not score well.
    • Deal velocity. Average days in each stage. Surfaces deals sitting longer than the rep's own median.
    • Win rate by segment. Where the rep wins and loses. Small samples flagged as small.
    • Stale-deal concentration. The share of the book going dark or stale.
    • Coaching theme detection. Patterns that hold across the team, not one rep.

    The team view rolls these up against your targets and names the reps outside the band.

Output format

COACHING PRIORITIES, Week of June 1

TOP PRIORITY: Rep A
  Methodology completeness: 14% (1 of 7 opps), lowest on team
  Most-missing step: decision-dynamics (5 of 7 opps)
  Stage-stickers: 3 opps in Solution Validation past 21 days (median 9)
  1:1 focus: methodology + multi-thread + activity cadence

Rep B, strong but watch:
  Completeness 87% (highest), win rate 71% (small sample n=7)
  Concern: working hard, but pipeline math does not get there
  1:1 focus: pipeline-creation strategy, not execution

TEAM THEMES:
  1. Completeness target 80%, team avg 56%. Group training.
  2. 3 of 5 reps below 40% mid-market win rate. ICP or messaging check.
  3. Multi-thread averaging 1.4 contacts/deal (target 3+).

Tips

  • Per-rep gap is specific. Not "needs help with methodology," but "completeness 14% (1 of 7 opps), most-missing step is the decision-dynamics field."
  • Coaching themes are team-level and statistically meaningful. "3 of 5 reps below 40% mid-market win rate" beats "everyone needs to do better."
  • Pre-1:1 brief is forecast-aware. It knows the next forecast call and what the rep called last week.
  • Small samples are labeled with their n.
RELATED SKILLS
ALL CONVERT MORE PIPELINE SKILLS →