Tool Marketplace / Coaching & team
Rep 1:1 Coaching Prep
$4.99 · free with ProDrop in a rep's pipeline and activity and get a 30-minute 1:1 plan: the numbers that matter, three coaching points backed by data, deals to review and commitments to agree.
For sales managers who want 1:1s that change what reps do this week, not another status update.
Upload the rep's open deals from HubSpot, Salesforce, Pipedrive, Dynamics or a spreadsheet, add quota, activity and your notes. A built-in calculator works out the gap to quota, coverage, weighted pipeline and every deal that's gone quiet, slipped or has no next step, and checks last week's commitments against the data.
You get three coaching points with the numbers behind them and the question to ask, the deals to review together, a timed 30-minute agenda, commitments to read back, and a recap to send after. It coaches behavior, not personality, and only uses what's in your data. Works in Claude, ChatGPT, Gemini, Copilot or any AI tool.
Example output
At a glance
| Rep | Marcus Lee, Account Executive |
| 1:1 | Mon, Nov 2, 2:00-2:30 |
| Quota / won / gap | $300,000 / $142,000 (47%) / $158,000 |
| Closing this period | 8 deals · $154,500 · 0.98x coverage of the gap |
| Weighted vs. gap | $85,100 = 54% of gap · short $72,900 |
| At risk | 4 deals · $48,000 (31% of this-period pipeline) |
| Activity | Calls 31 of 50 · meetings booked 1 of 4 · new deals 0 of 2 |
| Focus | Next steps on every deal, and prep Wednesday's Pioneer pricing call |
What the numbers say
- The gap is $158,000 with 8.4 weeks left. That's $18,746 a week to close.
- Coverage is under 1x. Even if every deal closing this period wins, Marcus lands $3,500 short ($158,000 - $154,500).
- 4 of 8 deals closing this period have no next step. Together that's $48,000.
- Next month's pipeline is thin. 1 meeting booked against a target of 4, and 0 new deals against 2. Calls fell from 44 to 31.
- Two deals carry the quarter. Pioneer ($42,000) and Summit ($27,000) are $46,800 of the $85,100 weighted, and both have next steps booked.
Last 1:1 commitments
| Commitment | Done? | Evidence |
|---|---|---|
| New decision date from Cedar Valley Clinics | No | Close date Oct 30 has passed; quiet 21 days; no next step |
| Second meeting at Redwood Hardware with the owner | No | Quiet 25 days; no next step |
| 50 calls this week | No | 31 calls |
Three coaching points
1. Every deal needs a dated next step
- What I see: 4 of 8 this-period deals ($48,000) have no next step. All 4 have gone quiet 17-33 days.
- Why it matters: that's 31% of the pipeline Marcus needs this quarter, drifting.
- Ask: "Look at Granite, Redwood, Cedar Valley and Bayview. What's the next meeting on the calendar for each?"
- Commitment to get: a dated next step in the CRM for all 4 by Wed, Nov 4.
2. Win the Pioneer pricing call (negotiation, which Marcus asked for)
- What I see: Pioneer is $42,000, his biggest deal, in Proposal, closing Fri, Nov 20. Pricing review call is Wed, Nov 4.
- Why it matters: it's $25,200 of his $85,100 weighted, 30% on one call.
- Ask: "What do you think Pioneer pushes back on Wednesday, and what will you say?"
- Commitment to get: walk-away terms agreed with me by Tue, Nov 3; we role-play it now.
3. Rebuild the top of the funnel
- What I see: 0 new deals (target 2), 1 meeting booked (target 4), calls down 13 to 31.
- Why it matters: weighted pipeline covers 54% of the gap. Without new deals, Q4 depends on everything going right, and January starts empty.
- Ask: "What got in the way of calls last week, and when this week is your prospecting time blocked?"
- Commitment to get: 4 meetings booked and 2 new deals by Fri, Nov 6, with two prospecting blocks on his calendar.
Deals to review together
| Deal | Amount | Stage | Close | Flags | Question for Marcus |
|---|---|---|---|---|---|
| Granite Foods | $18,500 | Negotiation | Fri, Nov 13 | Gone quiet 17 days, no next step | "You said it's basically done. What paperwork, and who's holding it?" |
| Redwood Hardware | $12,000 | Discovery | Fri, Dec 18 | Gone quiet 25 days, no next step, 61 days in stage | "Is this real for Q4? What would get the owner to a meeting?" |
| Cedar Valley Clinics | $9,500 | Proposal | Fri, Oct 30 (past) | Gone quiet 21 days, past due, no next step, 42 days in stage | "What's the new date? If you can't get one this week, should it move out of Q4?" |
| Bayview Seafood | $8,000 | Qualification | Tue, Dec 15 | Gone quiet 33 days, no next step, 49 days in stage | "Last touch was Sep 30. Keep it, or close it out?" |
| Pioneer Grocers | $42,000 | Proposal | Fri, Nov 20 | None | Prep deal for Wednesday (point 2). |
30-minute agenda
- 2:00-2:05 Marcus's topics first
- 2:05-2:08 Last week's three commitments: what got in the way?
- 2:08-2:13 The numbers: gap, coverage, at-risk. Let him react first.
- 2:13-2:23 Deal review: Granite, Redwood, Cedar Valley, Bayview
- 2:23-2:27 Role-play Pioneer's pricing pushback
- 2:27-2:30 Marcus reads back his commitments
Commitments to agree
- Dated next step on Granite, Redwood, Cedar Valley and Bayview by Wed, Nov 4.
- Pioneer walk-away terms agreed with Dana by Tue, Nov 3.
- 4 meetings booked and 2 new deals created by Fri, Nov 6.
- Two prospecting blocks on the calendar this week.
- [Anything Marcus raises in his first five minutes.]
Recap to send after
Marcus, thanks for today. Here's what we agreed:
- Next steps on Granite, Redwood, Cedar Valley and Bayview by Wednesday, Nov 4
- Pioneer walk-away terms with me by Tuesday, Nov 3
- 4 meetings and 2 new deals by Friday, Nov 6, with two prospecting blocks this week
Good luck Wednesday with Pioneer. Same time next Monday.
Dana
Made-up sample data. Your results use your own.
What's inside
- SKILL.md with the full 1:1 prep method and a timed 30-minute agenda
- A calculator script and a matching Excel/Google Sheets version, so every number is exact
- A coaching guide: what each number means and the question to ask for each pattern
- Export steps for HubSpot, Salesforce, Pipedrive and Dynamics
- A sample rep's pipeline, activity and notes, plus a complete worked example
- One-file prompt and setup guide for ChatGPT, Gemini, Copilot or any AI agent
How to use it
- Download the file. Keep it zipped.
- In Claude, open Settings and find Skills (under Capabilities). Turn Skills on if it's off.
- Click Upload skill and choose the file you downloaded.
- Ask Claude for the task in plain words. It picks up the skill on its own.
- Using Claude Code? Unzip the file into ~/.claude/skills/ instead.
- Using ChatGPT, Gemini or Copilot? Unzip the file and open other-ai-tools.md. It walks you through saving the skill as a custom GPT, a Gem or a Copilot agent, or pasting it into any chat.
Save with a bundle
More like this
Weekly Pipeline Review
$4.99 · free with ProTurn your deal list or CRM export into a one-page pipeline review: risks, stalled deals, next steps and a forecast note.
Daily Sales Priorities
FreePaste your to-dos, calendar and open deals. Get your top 3 for today and a time-blocked plan you'll actually follow.
Discovery Call Recap
$4.99 · free with ProPaste a call transcript or notes. Get a CRM note, what's qualified and what isn't, next steps, a recap email and coaching notes.