Library/AI-Era / Emerging Sales Work/Hiring, Compensation & Performance/Diagnose an Underperforming Rep and Plan the Fix
TestedAI-Era / Emerging Sales WorkSame-Day Use (under 30 min)

Diagnose an Underperforming Rep and Plan the Fix

Diagnose whether a rep's shortfall is skill, will, activity, or territory, then build a fair, behavior-focused plan.

About this prompt

This prompt helps sales managers and directors diagnose the real cause of a rep's underperformance instead of jumping to 'they're not cutting it.' It separates skill, will, activity, and environment, pinpoints the funnel breakdown, and runs a fairness check. Use it before a coaching conversation, when you want a fair, evidence-based read rather than a hard call.Underperformance has very different causes, and treating a weak-territory or fixable-skill problem as a motivation problem wrecks both the rep and your fairness. This prompt works through the evidence to identify whether the issue is skill, will, activity, or environment, then pinpoints where in the funnel the rep actually breaks down so the fix targets the real bottleneck. Provide WHO with tenure and ramp status, WHAT'S ACTUALLY SHORT (quota, activity, conversion, deal size), METRICS across activity, pipeline, win rate, and funnel stage, BEHAVIORS, ENGAGEMENT, ATTITUDE for what you've observed, and the FAIR PATCH OR A TOUGH ONE field with peer comparison for territory context. It builds a behavior-focused improvement plan with measurable milestones, a supportive coaching-conversation script, and an accountability frame. This is a coaching and diagnosis aid, not a formal performance-management process; it flags when to involve HR. Tip: fill the FAIR PATCH OR A TOUGH ONE field honestly, since a structural problem dressed as a performance one needs a different fix entirely.

The prompt

I have a rep who's underperforming and I want to address it fairly and effectively — diagnosing the real cause instead of jumping to conclusions or going straight to a hard conversation. Help me. Con
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Variables to replace

WHO, HOW LONG, RAMPED OR STILL RAMPING | WHAT'S ACTUALLY SHORT — QUOTA, ACTIVITY, CONVERSION, DEAL SIZE | METRICS — ACTIVITY LEVELS, PIPELINE, WIN RATE, WHERE THEY FALL DOWN IN THE FUNNEL | BEHAVIORS, ENGAGEMENT, ATTITUDE | FAIR PATCH OR A TOUGH ONE? COMPARABLE TO PEERS?

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
DifficultyAdvanced
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryAI-Era / Emerging Sales Work
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