Library/Leadership, Coaching & People Management/1:1s & Rep Development/Prepare and Run a Coaching 1:1 with a Sales Rep
TestedLeadership, Coaching & People ManagementQuick Win (under 10 min)

Prepare and Run a Coaching 1:1 with a Sales Rep

Generate a structured 1:1 agenda with recognition deal review skill-building accountability and feedback language.

About this prompt

This prompt creates a complete coaching 1:1 agenda for a specific rep — opening with recognition, reviewing a specific deal for learning, addressing a development area with a skill-building exercise, setting clear action items, and ending with the rep's input — plus specific questions to ask, situation-behavior-impact feedback language, a role-play scenario, and metrics to track improvement. It's for sales managers and directors preparing for individual rep coaching sessions. Use it weekly before each 1:1.The quality of a 1:1 depends almost entirely on how well the manager has prepared — this prompt structures that preparation into a consistent format that develops reps rather than just reviewing pipeline. Fill in the rep's name, tenure, quota performance, current strengths, the development area you want to address, and a specific recent deal to use as a learning moment, and the prompt generates a complete session plan. The situation-behavior-impact feedback language section is particularly useful for managers who struggle to give clear non-threatening development feedback — the SBI framework makes the feedback about observable behavior rather than personality. The role-play scenario section ties the skill-building directly to a real situation the rep is facing rather than generic practice. Use this for all reps, but especially for newer reps where structured coaching cadence compounds most quickly. One tip: always start the 1:1 with the rep's self-assessment of the deal you're reviewing — their version of events tells you as much about their judgment as the deal itself does.

The prompt

Help me prepare for a coaching 1:1 with one of my reps. Rep context: ● Name: [REP NAME] ● Tenure: [TIME ON TEAM] ● Current performance: [% TO QUOTA] ● Strength: [WHAT THEY'RE GOOD AT] ● Development ar
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Variables to replace

REP NAME|TIME ON TEAM|% TO QUOTA|WHAT THEY'RE GOOD AT|WHERE THEY NEED HELP|DEAL TO DISCUSS - WON OR LOST

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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