What if I need to raise a performance problem?

Pick "A problem to address". The prompt keeps it about behavior and results, and gives you a calm opening line.

Can it use last week's notes?

Yes. Add them under "Last 1:1 commitments" or paste them after the prompt.

Is this only for sales reps?

It's tuned for sales, but works for any direct report.

Why does the Claude version use tags like ?

Claude reads tagged sections very reliably, which keeps your rules separate from your notes. The words inside are the same as in the other versions.

Claude prompt for a sales 1:1 with a rep

Plan a one-on-one that helps your rep, not a status update: what to recognize, what to dig into and how to end with a commitment. Free, no signup needed.

Answer the starred questions
Copy the prompt
Paste it into Claude

About you (optional)

Three quick answers make the result much better.

Your company

What you sell

Your role

Which rep? *

How are they doing? *

What do you want to cover? *(pick any)

Where are the details? *

What's going on? *

Optional if you'll paste notes or let your AI look them up.

Format it for

Fill in the starred questions and your prompt appears here.

Paste it into Claude.

Tip: Sign in free to save your prompts and downloads in My Tools, so they're there next time. No signup needed to use the prompts.

✨ AI polish

Claude asks you up to 3 quick questions, then writes a sharper prompt. Sign in for 3 free polishes a month.

How to use it in Claude

Open a new chat in Claude, paste the prompt, then paste anything the prompt asks for right below it.

The prompt is split into sections wrapped in simple tags like <task> and <rules>. Claude follows clearly separated instructions closely, so your rules don't get lost in the details.

If you've connected your email, calendar or other tools to Claude, choose "Let my AI look them up" and it can find the details itself.

Example: the finished prompt

For a sample company, Northside Supply. Yours uses your answers and your company profile.

Show the example prompt

<context>
My name: Sam Rivera
My role: Sales manager
My company: Northside Supply
What we do: Commercial shelving and racking, installed in 2–3 weeks
Who we sell to: Warehouses and distribution centers
</context>

<task>
I manage Jordan, account executive, 6 months in, who is ahead of target. Help me prep our 1:1 covering pipeline and deals.
Here's what's going on: Two big deals slipped, seems frustrated.
</task>

<details>
What they committed to last time: Book 3 discovery calls with new logos. Update Harbor Foods in the CRM.
Check in on each one.
</details>

<rules>
- Tone: friendly and warm, but professional.
- Write like a real person in sales, not a marketer or a robot.
- No filler openers such as "I hope this email finds you well" or "I wanted to reach out".
- No buzzwords: avoid "leverage", "synergy", "circle back", "touch base", "unlock", "streamline", "game-changer".
- Short sentences. Plain words. Get to the point in the first line.
- My notes may be rough or have typos. Fix spelling and grammar, but keep my meaning.
- Use only facts I give you, in this prompt or in anything I paste or point you to. If something important is missing, put a [placeholder] in brackets instead of making it up.
- Start with something specific to recognize. No generic praise.
- If there's a problem, describe the behavior and its effect, not the person.
- Ask more than tell. Questions should be open and easy to answer honestly.
</rules>

<output>
- Agenda with rough minutes, fitting 30 minutes.
- 1–2 things to recognize, each tied to a specific moment or result.
- 5 questions to ask, in order.
- One commitment to aim for by the end, written so the rep can own it.
- A 2-line note to send after the meeting.
</output>

Why this prompt works

A 1:1 easily turns into a pipeline readout. This prompt plans the meeting around the rep: what to recognize, what to ask and what you both leave with.

It opens with specific recognition, which makes the harder parts easier to hear.
Its questions get the rep talking, so you learn what's really going on.
It ends with one clear commitment instead of a vague "let's keep at it".

Questions

What if I need to raise a performance problem?: Pick "A problem to address". The prompt keeps it about behavior and results, and gives you a calm opening line.
Can it use last week's notes?: Yes. Add them under "Last 1:1 commitments" or paste them after the prompt.
Is this only for sales reps?: It's tuned for sales, but works for any direct report.
Why does the Claude version use tags like <task>?: Claude reads tagged sections very reliably, which keeps your rules separate from your notes. The words inside are the same as in the other versions.