Library/Leadership, Coaching & People Management/1:1s & Rep Development/Diagnose Rep Skill Gaps and Build a Coaching Plan
TestedLeadership, Coaching & People ManagementSame-Day Use (under 30 min)

Diagnose Rep Skill Gaps and Build a Coaching Plan

Pinpoint a rep's top three skill gaps from call and pipeline evidence and build a focused four-week coaching plan.

About this prompt

This prompt helps sales managers and directors diagnose a rep's biggest skill gaps using actual call and pipeline evidence, then build a focused plan to close them. It produces a ranked list of gaps tied to specific quotes or data, a four-week coaching plan, an opening talk track, and a success scorecard. Use it when a rep is underperforming and you need a development plan grounded in evidence rather than gut feel.When a rep is missing number and you can't quite name why, this prompt turns scattered call notes and pipeline data into a focused coaching plan instead of a vague pep talk. You supply [REP NAME / ROLE / TENURE], [CALL TRANSCRIPTS OR CALL NOTES], [PIPELINE NOTES / STAGE CONVERSION DATA], [WHAT'S GOING WRONG / RESULTS GAP], and your [TIME PER WEEK FOR COACHING / TARGET RAMP DATE]. It returns the top three skill gaps, each tied to a specific quote or data point, a four-week plan with weekly drills and manager checkpoints, a talk track to open the first 1:1, and a scorecard to confirm the skill actually stuck. Every gap is anchored to evidence, so the plan points to one underperforming rep rather than generic best practices. Use it for an individual development plan, not a team-wide enablement push. The richer your [CALL TRANSCRIPTS OR CALL NOTES] and [PIPELINE NOTES / STAGE CONVERSION DATA], the more precise the diagnosis, so paste real excerpts rather than summarizing from memory.

The prompt

You are an expert B2B sales strategist helping a sales manager complete this task: diagnose a rep's biggest skill gaps and build a focused coaching plan. CONTEXT TO FILL IN - Rep and role: [REP NAME /
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Variables to replace

REP NAME / ROLE / TENURE | CALL TRANSCRIPTS OR CALL NOTES | PIPELINE NOTES / STAGE CONVERSION DATA | WHAT'S GOING WRONG / RESULTS GAP | TIME PER WEEK FOR COACHING / TARGET RAMP DATE

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
CategoryLeadership, Coaching & People Management
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