Library/Leadership, Coaching & People Management/1:1s & Rep Development/Diagnose Rep Strengths and Build a 30-Day Coaching Plan
TestedLeadership, Coaching & People ManagementQuick Win (under 10 min)
About this prompt
This prompt helps sales managers and directors run a structured performance diagnosis for an individual rep and turn it into an actionable coaching plan. It analyzes performance metrics and call or email samples to identify the three clearest strengths and three highest-priority improvement areas, then produces a 30-day plan with three specific actions per week. Use it before a 1:1 or at the start of a new coaching cycle when you want to ground the conversation in evidence rather than impressions.Coaching conversations that aren't grounded in specific observed behaviors tend to stay vague and fail to change rep performance. This prompt takes a rep's performance snapshot via {rep_metrics} and a sample of their actual call and email outputs via {interaction_summaries} to diagnose what they do well and where the gaps are — not in aggregate, but with specific examples the manager can reference in a conversation. It then generates a 30-day coaching plan with three actionable steps per week, sequenced to build on each other rather than piling on everything at once. Populate {rep_metrics} with quota attainment, stage conversion rates, average deal size, and activity metrics for the period under review. Populate {interaction_summaries} with three to five call transcripts or email threads that represent a realistic cross-section of the rep's recent work. This prompt is for front-line managers preparing for formal coaching sessions — it's not a performance management tool for PIPs or termination documentation. For best results, include both strong and weak examples in {interaction_summaries} rather than only the bad ones, so the coaching plan builds on what's working rather than only targeting deficiencies.The prompt
"Using this rep performance snapshot {rep_metrics} and a sample of their call/email summaries {interaction_summaries}, diagnose their top 3 strengths and top 3 improvement areas. Propose a 30‐day coac
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