Library/Leadership, Coaching & People Management/1:1s & Rep Development/One-On-One Coaching Prep From Rep Activity Data
TestedLeadership, Coaching & People ManagementQuick Win (under 10 min)

One-On-One Coaching Prep From Rep Activity Data

Turn rep activity data and pipeline snapshots into a structured coaching agenda with deal inspection questions and performance observations.

About this prompt

This prompt helps sales managers and directors walk into 1:1s fully prepared — with specific deal inspection questions, performance observations, and coaching priorities drawn from rep activity data. Use it weekly before pipeline reviews or individual rep meetings. It's built for managers who want to coach on behaviors and deal quality, not just ask for updates.

The prompt

I have a 1:1 with [FILL IN rep name] in [FILL IN time]. Based on their activity data and pipeline below, help me identify: (1) the single most important coaching focus, (2) 3 open coaching questions t
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Variables to replace

FILL IN REP NAME | FILL IN TIME | FILL IN PASTE PIPELINE + ACTIVITY METRICS

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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