Prep faster for rep coaching. Get performance highlights, challenges, and development opportunities in one snapshot.
Use this template in Sybill, or copy/paste it into a GPT.
Summarize the planned purpose of this meeting, using the meeting invite, title, and any prep notes from emails or CRM.
List outstanding tasks or action items from prior interactions with this account, pulling from CRM, past calls, and email threads.
Summarize the most recent interactions with this account — past calls, email threads, or Slack exchanges — and their outcomes.
Summarize recent work highlights and deal/task outcomes from CRM, emails, and past 1:1s.
List obstacles raised in previous 1:1s, Slack messages, or emails that remain unresolved.
Feedback themesIdentify feedback given in past 1:1s (from call notes, Slack, or email) and track whether progress has been made.
Suggest skill-building or growth areas based on recent calls, emails, and manager notes logged in CRM.
Suggest the most impactful next steps for this rep’s development and pipeline progress. Base recommendations on performance trends, unresolved challenges, and feedback themes from past 1:1s, calls, and CRM data. Write in clear, actionable language. Avoid vague advice — focus on specific coaching actions or tactical deal support.
What this template output looks like in Sybill.
Write your email like a top Account Executive.
Spend less time on admin, more time closing deals
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