Manager coaching prompts
Prompts for sales managers: prep 1:1s, review deals and calls, and share fix-it lists with your team.
For Sales leaders · 8 prompts · 2 change data
How to use a prompt
- Connect the tools the prompt needs. Each one links to its listing and setup steps.
- Copy the prompt into Claude, ChatGPT or another assistant, and replace the text in [brackets].
- Read what comes back. Before you say yes to a change, go through the points under "Before you approve".
- Prep a 1:1 with a rep Read only Uses credits
- Deal review with evidence Read only Uses credits
- Coaching notes on one call Read only
- Qualification gaps across a rep's deals Read only Uses credits
- Win and loss themes this quarter Read only Uses credits
- CRM hygiene list for each rep Read only
- Save the 1:1 agenda to Notion Changes data
- Send each rep their fix-it list in Slack Changes data
Prep a 1:1 with a rep Read only Uses credits
A 1:1 agenda from a rep's own deals: what's working, what to talk through and what to tidy in the CRM.
Note: To keep the agenda in Notion, use "Save the 1:1 agenda to Notion" in this pack after you've read it. That prompt changes data, so it shows you the page first and waits for your yes.
Tools it needs
- Your CRM (any one of)
- HubSpot uses: “CRM search (read only)”
- Salesforce uses: “SOQL query (soqlQuery) and SOSL search (find)”
- Pipedrive uses: “deals”, “activities”
- Attio uses: “records search (read only)”
- Your call recorder (optional, any one of)
Prep my 1:1 with [rep name]. From my CRM, list their open deals with stage, amount, close date and last activity. Flag any with a close date in the past, no next step, or no activity in [14] days. Take their [3] largest open deals. If a call recorder is connected, ask how the recent calls on each one 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. Before you use Gong, tell me how many lookups you'll run (each may use credits) and wait for my OK. If an answer comes from Gong, it's a summary, not a quote: label it that way, and say which call it came from if Gong shows it. If no call recorder is connected, skip this and say so. Turn it into an agenda: two things that are working, one or two things to talk through (framed as questions), the CRM cleanup list, and a blank slot for [rep name]'s own topics. Don't add talk ratios, scores or comparisons with other reps. Read only: don't change anything in my tools.
Full recipe: 1:1 coaching agenda: call habits from Gong and CRM cleanup for each rep, saved to Notion
Deal review with evidence Read only Uses credits
What buyers actually said on a deal, next to what the CRM says.
Tools it needs
- Your CRM (any one of)
- HubSpot uses: “CRM search (read only)”
- Salesforce uses: “SOQL query (soqlQuery) and SOSL search (find)”
- Pipedrive uses: “deals”
- Attio uses: “records search (read only)”
- Your call recorder (any one of)
Review the deal [deal name], owned by [rep name]. Compare the CRM (stage, close date, next step) with what buyers said on calls. List each place where they disagree, with the evidence. Before you use Gong, tell me how many lookups you'll run (each may use credits) and wait for my OK. If an answer comes from Gong, it's a summary, not a quote: label it that way, and say which call it came from if Gong shows it. End with three questions I can ask the rep. Read only: don't change anything in my tools.
Full recipe: Deal review prep: MEDDICC gap check
Coaching notes on one call Read only
Specific feedback on one call, with quotes.
Tools it needs
- A call recorder with transcripts (any one of)
Find [rep name]'s call with [company name] on [date] and read the transcript. Give me: how much of the call the rep talked versus listened (an estimate is fine; label it as one), the questions they asked, how they handled objections, and whether the call ended with a clear next step. Pick two things they did well and one thing to try next time, with a quote from the call for each. Read only: don't change anything in my tools.
Qualification gaps across a rep's deals Read only Uses credits
Which deals are missing the basics, rep by rep.
Tools it needs
- Your CRM (any one of)
- HubSpot uses: “CRM search (read only)”
- Salesforce uses: “SOQL query (soqlQuery) and SOSL search (find)”
- Pipedrive uses: “deals”, “persons (contacts)”
- Attio uses: “records search (read only)”
- Your call recorder (any one of)
For [rep name]'s open deals over [amount], check each one for: a named economic buyer, a champion, a decision date and a known decision process. Use the CRM fields first, then check call conversations for evidence. Before you use Gong, tell me how many lookups you'll run (each may use credits) and wait for my OK. If an answer comes from Gong, it's a summary, not a quote: label it that way, and say which call it came from if Gong shows it. Show a table with one row per deal and a column for each item: known, partly known or unknown. Read only: don't change anything in my tools.
Full recipe: Deal review prep: MEDDICC gap check
Win and loss themes this quarter Read only Uses credits
Patterns in why deals were won or lost.
Tools it needs
- Your CRM (any one of)
- HubSpot uses: “CRM search (read only)”
- Salesforce uses: “SOQL query (soqlQuery) and SOSL search (find)”
- Pipedrive uses: “deals”
- Attio uses: “records search (read only)”
- Your call recorder (any one of)
List the deals closed won and closed lost in [this quarter] in my CRM, with the amount and the reason field if it's filled in. For up to [10] of them, check call conversations for what the buyer said about why they chose us or didn't. Group the reasons into themes and count deals per theme. Quote a buyer for each theme where your call recorder gives their words. Before you use Gong, tell me how many lookups you'll run (each may use credits) and wait for my OK. If an answer comes from Gong, it's a summary, not a quote: label it that way, and say which call it came from if Gong shows it. Say how many deals had no reason or no calls to check. Read only: don't change anything in my tools.
Full recipe: Win/loss themes for the quarter
CRM hygiene list for each rep Read only
Who needs to fix what, before the forecast call.
Tools it needs
- Your CRM (any one of)
- HubSpot uses: “CRM search (read only)”
- Salesforce uses: “SOQL query (soqlQuery) and SOSL search (find)”
- Pipedrive uses: “deals”, “activities”
- Attio uses: “records search (read only)”
For each rep on my team ([rep names]), find their open deals with any of these problems: close date in the past, no next step, no activity in [14] days, or amount missing. Group the list by rep, with the deal and the problem. Keep it short enough to read in a minute per rep. Read only: don't change anything in my tools.
Full recipe: CRM hygiene sweep: send each rep their own fix-it list in Slack
Save the 1:1 agenda to Notion Changes data
Keep each 1:1 agenda on one page you can come back to.
Tools it needs
- Notion, to save a page Changes data
- Notion uses: “creates and updates pages”
Save the 1:1 agenda we just made as a new page in Notion under [page or database name], titled "1:1 with [rep name]: [date]". Show me where the page will go and the full content. Don't change any other page. Show me exactly what you'll change first, and wait for my yes before you change anything.
Check where the page goes and who can see that part of Notion. Coaching notes are often private.
Full recipe: 1:1 coaching agenda: call habits from Gong and CRM cleanup for each rep, saved to Notion
Send each rep their fix-it list in Slack Changes data
A direct message to each rep with their own list.
Tools it needs
- Slack, to post Changes data
- Slack uses: “sends and schedules messages”
Send each rep their own part of the hygiene list we just made, as a Slack direct message. Keep the tone friendly and short, and list the deals to fix. Show me every message and who it goes to, and wait for my yes before you post or send anything.
Check each person and their message. Send direct messages, not a channel post, so nobody's list is shared with the team.
Full recipe: CRM hygiene sweep: send each rep their own fix-it list in Slack
What each tool can do comes from its StackMCP listing, which links the source for each fact. Vendors change their servers, so if a step doesn't work, check the listing. The prompts are starting points: edit them to fit how your team works.
Other packs: Prospecting and research · Call prep · Pipeline and forecast review · Follow-up and email · CRM cleanup
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