Library/Leadership, Coaching & People Management/1:1s & Rep Development/Build a 30-Day Personalized Coaching Plan for a Rep
TestedLeadership, Coaching & People ManagementQuick Win (under 10 min)

Build a 30-Day Personalized Coaching Plan for a Rep

Generate a week-by-week 30-day coaching plan with diagnosis questions, skill exercises, live deal application, and a

About this prompt

This prompt creates a structured four-week coaching plan for a specific rep, built around their stated strength, a defined development area, their current quota attainment, and the pipeline stage where they most often stall. It is designed for sales managers and directors who want a concrete, action-oriented coaching arc rather than a generic development framework. Use it when a rep has a clear performance gap you want to close over a focused period.Generic coaching plans tell reps what to work on without specifying how. This prompt builds a week-by-week 30-day plan for [REP NAME] that is anchored to their specific profile — a named strength, a named development area, a current quota attainment number, and the exact pipeline stage where they stall most. Week 1 focuses on diagnosis through 1:1 questions to surface the root cause of the development gap. Week 2 introduces a focused skill-building exercise or role-play. Week 3 applies the skill to a real deal in the rep's active pipeline. Week 4 defines how to measure whether the skill has actually improved. Fill in [REP NAME], [STRENGTH], [DEVELOPMENT AREA], [QUOTA ATTAINMENT %], and [STAGE] to get a plan calibrated to the actual rep — leaving any of these blank produces a generic output that could apply to anyone. This is a manager tool, not a rep self-development prompt; the 1:1 questions in Week 1 are written for the manager to ask, not for the rep to answer alone. For best results, run the top-rep differentiation prompt first so the coaching target is grounded in a behavior gap you can actually name.

The prompt

Create a 30-day personalized coaching plan for [REP NAME] who has the following profile: - Strength: [E.G., great prospector, strong rapport builder, excellent at discovery] - Development area: [E.G.,
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Variables to replace

REP NAME|E.G., GREAT PROSPECTOR, STRONG RAPPORT BUILDER, EXCELLENT AT DISCOVERY|E.G., LOW CLOSE RATE, WEAK AT MULTI-THREADING, DOESN'T CREATE URGENCY|%|STAGE

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageOngoing/Cross-Stage
SeatSales Manager, Sales Director
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryLeadership, Coaching & People Management
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