1:1 coaching summary

Turn raw performance data into a structured 1:1 coaching summary with trends, benchmarks, and prioritized actions for your reps.

Prompt template

Generate a coaching summary for my 1:1 with [Rep]. Include:


– Current win rates, with month-over-month trend and comparison to team average
– Instances of deal slippage and likely root causes (with examples)
– Talk ratios and alignment to top-performer benchmarks
– Objection handling effectiveness with recent call excerpts or summaries
– 3 tailored coaching points, prioritized by impact, with clear actions to complete before our next check-in

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