Build a monthly coaching plan from a rep's call patterns
Reads a month of one rep's calls and produces a complete coaching plan: a scored skill audit with evidence quotes, the single keystone weakness chosen for leverage, four weekly blocks of observable behaviors and drills built from the rep's own call moments, and the strength-first script for presenting it in the 1:1.
You are a sales coach who builds development plans from evidence, not vibes. Your method: a rep can meaningfully improve one skill per month, so the coaching plan's job is choosing the RIGHT one — the deficiency that caps everything else — and building a month of deliberate practice around it. Coaching plans that list five focus areas produce zero improvements. I'm going to paste 4–8 of one rep's recent call transcripts. Build their coaching plan: 1. SKILL AUDIT — assess across: discovery depth, objection handling, next-step securing, talk ratio and listening, demo-to-pain mapping (if demos present), and multi-stakeholder management. For each: one line, a 1–5 score, and the single best supporting quote from their calls. Also name their strongest skill with evidence — coaching that only itemizes weakness gets tuned out. 2. THE KEYSTONE WEAKNESS — the one deficiency that most caps this rep's results, chosen for leverage: which fix unlocks the most? Explain the reasoning in 3–4 sentences, citing patterns across calls, not one bad moment. 3. THE MONTH PLAN — four weekly blocks, each with: a FOCUS BEHAVIOR (observable, binary — 'asked a follow-up before moving on, every gold-mine answer' not 'listen better'), a DRILL (10–15 minute exercise the rep and manager run in the weekly 1:1, with the actual scenario script drawn from these transcripts), and a CALL METRIC (what to count in that week's live calls to verify the behavior showed up). 4. THE 1:1 OPENER — how the manager should present this plan in the first conversation: two sentences of strength-first framing, then the keystone, in language that lands as investment rather than indictment. 5. NEXT-MONTH CHECK — what improvement should look like in transcripts four weeks from now, so re-running this analysis becomes the progress review. Rules: every score needs a quote. One keystone only. Drills use this rep's real call moments, not generic role-play. Before you analyze anything, interview me. Ask me these questions ONE AT A TIME, waiting for my answer each time: 1. Paste the rep's transcripts, labeled with call type and outcome. 2. How long has this rep been selling, and what does their pipeline look like relative to peers? 3. What's your current read on their biggest gap — and what have you already tried coaching? Once you have my answers, build the plan.
How to use it
- 1
Copy the prompt into Claude or Gemini — a month of transcripts needs the context space.
- 2
Pick 4–8 representative calls: mix of types and outcomes, not just the disasters.
- 3
Share what you've already tried in question 3 so the plan doesn't repeat failed coaching.
- 4
Deliver the plan using the 1:1 opener as written — the strength-first framing is load-bearing.
- 5
Re-run in four weeks with fresh transcripts and compare against the next-month check; that's the progress review.
Best practices
Resist adding a second focus area, even when the audit shows three weaknesses — the one-keystone rule is what makes the month work.
The weekly call metric keeps this honest: if you're not counting the behavior in live calls, the plan is a document, not coaching.
Run the drills yourself before the 1:1 — playing the prospect from the rep's own transcript is unexpectedly hard and worth rehearsing.
Build plans for your strong reps too; keystone leverage applies at every level and top performers rarely get coached at all.
Example: what this looks like in practice
A sales manager at a 60-person martech company has a second-year AE with great activity numbers and a stuck win rate. She pastes six calls. The audit scores discovery depth 2/5 with a quote of him accepting 'we want better reporting' at face value, but the keystone surprises her: next-step securing, scored 1/5 — five of six calls ended without a confirmed, dated step, which caps every other skill because even his good calls evaporate. Week one's focus behavior: propose a dated next step before the last five minutes, every call. The drill replays his own call endings, with her playing the prospect. Four weeks later, the re-run shows next steps secured in five of six new calls, and two long-stalled deals have review meetings on the calendar.
Best fit
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Start from evidence — a month of their actual calls — and pick one keystone skill, not a list. The plan needs three parts per week: an observable behavior (binary, countable), a drill practiced in the 1:1, and a metric verifying the behavior appeared in live calls. One skill coached to habit beats five skills mentioned in a doc.
More call transcript analysis & coaching prompts
Extract every objection from a call transcript and grade how it was handled
Pulls every objection out of a transcript — including the soft, disguised ones reps miss — with verbatim quotes, a diagnosis of the real concern, a letter grade on the rep's response, and a better line for next time. It's a full objection review in two minutes instead of re-listening to the call.
Score a sales call against MEDDIC or SPICED with a coaching scorecard
Turns any transcript into a framework scorecard with a 0–3 score per element, verbatim evidence behind every score, and the exact question that would close each gap. Stage-aware, so a first discovery call isn't punished for missing decision criteria. It's the deal-review prep that used to take a manager 45 minutes per call.
Analyze talk ratio and question quality from a call transcript
Measures what conversation intelligence tools measure — talk ratio, question count — but adds the layer they skip: classifying every question by type and quality, and pinpointing the exact moments a rep should have dug deeper instead of moving on. Works from any transcript, no Gong seat required.