Recipes / 1:1 coaching agenda: call habits from Gong and CRM cleanup for each rep, saved to Notion

1:1 coaching agenda: call habits from Gong and CRM cleanup for each rep, saved to Notion

Gong + Salesforce + Notion

IntermediateSales leaders

Who it's for

Sales managers who want each weekly 1:1 to start from the rep's real deals: what Gong says about how those calls went, and what needs tidying in Salesforce. It's built for coaching, not scorekeeping. Gong can be swapped for Fireflies or Granola, Salesforce for HubSpot, Attio or Pipedrive, and Notion for keeping the agenda in chat.

What you get

One rep's 1:1 agenda, waiting for approval before it goes to Notion. Sample output: every company and person in it is fictional.

1:1 agenda: Alex Rivera (fictional), Thu Oct 22

Based on Alex's 3 largest open opportunities. Gong's answers are about these deals only, not a full picture of Alex's calls.

What's working
- Fernhill Software (fictional), $72K: Gong says the last two calls each ended with a dated next step the buyer agreed to.
- Quarry Lane Analytics (fictional), $33K: Gong says Alex brought the buyer's security lead in on the second call, before procurement asked.

Worth talking through
- Larkspur Freightworks (fictional), $46K: Gong says pricing came up on the first call and no one with budget has joined since. Question: who else has to agree to the spend, and how could we meet them?

Salesforce cleanup (nothing changed)
- Larkspur Freightworks: close date Oct 10 has passed
- Mossgate Labs (fictional), $9K: no next step
- 2 opportunities with no contact roles

Alex's topics
- (left blank for Alex)

Not included: talk ratio and other call metrics. Gong's MCP tools don't return them.
Gong found all 3 deals.

Notion page 'Alex Rivera 1:1, Oct 22' not created yet. Reply 'approve' to create it under 1:1 Notes.

Time and cost

Estimate About 10–15 minutes per rep, most of it editing the agenda.

Assumptions: One weekly run for a team of 5 reps, with 3 deals reviewed per rep.

Exact credit costs depend on your plan with each vendor. Check the tool pages before a large run.

MCP servers

Every server is confirmed in: ClaudeChatGPT

Set up in a chat app

Every server in this recipe is confirmed for Claude and ChatGPT. Connect each one, then paste the prompts below into one conversation.

Developer setup

Auth setup and mcp.json for Claude Code and Cursor
  • Gong: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • Salesforce: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • Notion: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

Put this in .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Swap the example keys for your own, and don't commit real ones. Remove the // comment lines if your client requires strict JSON.

{
  "mcpServers": {
    "gong": {
      "url": "https://mcp.gong.io/mcp"
    },
    "salesforce": {
      "url": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all"
    },
    "notion": {
      "url": "https://mcp.notion.com/mcp"
    }
  }
}

Step-by-step prompts

  1. Look at the Opportunity schema in Salesforce, then use SOQL to find open opportunities owned by {reps}. For each rep, flag any with a close date in the past, an empty next step, no contact roles, or no activity in {days} days. Show one table per rep. Don't change any records.
  2. For each rep, take their {n} largest open opportunities. Use Gong ask_deal once per deal to ask how the recent calls went: whether a next step was agreed, who from the buyer joined, and which questions or objections came up. Say which deal each answer is about, and tell me when Gong can't find a deal.
  3. Turn this into a 1:1 agenda per rep: two things that are working, one or two things to talk through framed as questions, the Salesforce cleanup list, and a blank slot for the rep's own topics. Don't add talk ratios, scores or comparisons with other reps. Show me each agenda.
  4. Search Notion for {parent page}. Create one page per rep under it, titled '{rep} 1:1, {date}', only after I approve it. Don't change any other page.

Run it on a schedule (optional)

Where this goes wrong

Gotchas

Download

Get the prompts, guardrails and expected output as one Markdown file. Paste it into a Claude Project or ChatGPT project's instructions, or save it as CLAUDE.md for Claude Code.

Download coaching-1on1-agenda.md