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AI agent for manager of sales

Field Coaching Follow-Up Agent

Log ride-along coaching points, check later call data for change and plan the next coaching step

MonitoringSalesManagement
See how it worksGet access
Field Coaching Follow-Up Agent: what goes in, what the agent does and what you get

What it does

Coaching notes from ride-alongs never lead to changes because no one follows up. After each session, the agent logs the coaching points and the behavior the manager wanted to change, such as better discovery questions or proper documentation. It schedules follow-up checks and compares later call data, scorecards and notes. If there is no change, it flags this and drafts the next coaching plan with a different approach. If there is change, it records it. The manager approves the plan. Edge case: a rep improves call length but not question quality, and the agent changes the measure.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Coaching session logged 2 USES A TOOL Read the notes and set measurable targets 3 DOES Schedule follow-up checks at 2 and 4 weeks 4 USES A TOOL Read later call and CRM data 5 CHECKS THE RESULT Is there a measurable change against the target? If not: Flag no change and review the cause. Back tostep 3. 6 DOES Draft a new coaching plan with a different approach 7 YOU APPROVE Manager approves the plan 8 DOES Share the plan with the rep 9 CHECKS THE RESULT Did the new plan lead to change at the next check? If not: Revise the measure or the approach. Back to step3. 10 RESULT Coaching record with outcomes
Read the steps as a list
  1. Coaching session logged
  2. Read the notes and set measurable targets
  3. Schedule follow-up checks at 2 and 4 weeks
  4. Read later call and CRM data
  5. Is there a measurable change against the target?If not: Flag no change and review the cause. Back to step 3.
  6. Draft a new coaching plan with a different approach
  7. Manager approves the planThe agent waits here for your OK.
  8. Share the plan with the rep
  9. Did the new plan lead to change at the next check?If not: Revise the measure or the approach. Back to step 3.
  10. Coaching record with outcomes

How it decides

Coaching points are tested against later call and CRM data; a point with no change leads to a different plan.

  • Set a measure for every coaching point
  • Check at 2 and 4 weeks
  • Change the approach after one no-change check
  • Record improvements as evidence

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Measures
  • Check timing (default 2 and 4 weeks)
  • Call data source
  • Plan format

What keeps you in control

It always asks you first

  • Manager approves every coaching plan
  • Manager approves anything that goes to HR

Hard limits

  • Never judge a rep without data
  • Never share notes beyond the manager and rep

It stops when

  • Done: targets met or a final plan agreed
  • Stop: the rep leaves or changes role

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe manager coached a rep on discovery. The target was 6 open questions per call. At 2 weeks, the average was 3, so the agent flagged no change. The new plan paired the rep with a top performer and a question list. At 4 weeks, the average was 5. The manager approved another check at 8 weeks.

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