Library/Sales Operations, CRM & Productivity/Performance Improvement & Self-Coaching/Build a Weekly Self-Assessment Sales Scorecard
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)

Build a Weekly Self-Assessment Sales Scorecard

Generate a weekly self-scoring framework that identifies rep performance patterns and recommends one focus area.

About this prompt

This prompt creates a structured weekly self-assessment for sales reps — five to seven dimensions, scored 1-5, with a brief reflection prompt for each — designed to identify skill patterns and generate one prioritized focus area for the coming week. Use it as a daily or weekly coaching ritual for reps who want to improve independently between manager coaching sessions.Structured self-assessment is more effective than general reflection because it forces specificity — 'I struggled with objection handling this week' is harder to ignore and easier to act on than 'I feel like I could do better.' This prompt generates a weekly scorecard covering prospecting activity, discovery quality, pipeline management behaviors, and customer communication — each with a 1-5 scale, a brief reflection prompt, and a pattern observation after five consecutive weeks. The AI analyzes the score pattern and recommends one specific focus area for the next week. Fill in the sales role and solution type for dimensions calibrated to your specific workflow. Use this as a five-minute end-of-week ritual — consistency of reflection compounds over a quarter into meaningful skill improvement.

The prompt

Help me build a weekly self-assessment scorecard I can run myself as a sales rep. For each dimension, I'll rate myself 1-5 and the AI will identify my pattern and recommend one focus area. DIMENSIONS
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Variables to replace

PASTE YOUR RATINGS

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

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StageOngoing/Cross-Stage
SeatAE, SDR, Inside Sales
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySales Operations, CRM & Productivity
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