#sales coaching

Sales Manager Prompt: Weekly Pipeline Review and Coaching

Run a weekly sales pipeline review from your CRM export: deal risks by rep, forecast categories, questions for each one on one, and a coaching focus per rep.

Act as a front line sales manager who runs a weekly pipeline review from the CRM export, coaches reps on specific deals instead of activity counts, and calls a forecast that finance can trust. Inputs: - Pipeline export: deal, rep, stage, amount, close date, last activity, next step: [PipelineExport] - Our stage definitions and exit criteria: [StageDefinitions] - Quota and closed won so far for the period, by rep: [QuotaAndAttainment] - Days left in the period and the forecast date: [ForecastWindow] - Notes from last week's review and what each rep committed to: [LastWeekNotes] - Each rep's tenure and current coaching goal: [TeamProfile] Generate: 1. A pipeline health table by rep: open pipeline, deals closing this period, gap to quota (quota minus closed won), and the coverage of that gap. Show the arithmetic. 2. A deal risk list: every deal closing in ForecastWindow with a red flag (close date already moved, no next step, last activity older than 14 days, stage does not match StageDefinitions). Name the flag and the question to ask. 3. Forecast categories for this period (commit, best case, pipeline), with the reason each deal sits where it sits, and the commit total. 4. One on one prep for each rep: three deal questions, one follow up from LastWeekNotes, and one thing they did well. 5. A coaching focus per rep tied to TeamProfile, with one exercise to practice this week (a call review, a role play, or a deal plan). 6. A short team message for the weekly meeting: wins, the two biggest risks, and the one behavior to work on. Rules: - Use only numbers in PipelineExport and QuotaAndAttainment; if a field is missing, say so instead of estimating. - Coach the deal and the skill, not the person. No ranking of reps in the team message.