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AI agent for manager of sales

New Rep Ramp Tracking Agent

Keep every new rep on track to full productivity by the planned ramp date

New Rep Ramp Tracking Agent: what goes in, what the agent does and what you get

What it does

New sales hires follow a ramp plan with training, certifications, shadow calls and first meetings, and falling behind shows up too late. Every week this agent reads each new rep's training completions, meetings held and pipeline from the learning system, calendar and CRM. It compares progress with the ramp plan and with what past successful hires had at the same week. A rep is behind with two late milestones or pipeline under 70% of benchmark. It then finds the likely blocker, such as a missing certification or no accounts assigned, which it treats as a manager action. It drafts a catch-up plan and checks the next week whether the blocker cleared. The ramp clock pauses during approved leave. The manager owns all conversations and decisions about the rep. Edge case: a rep on approved leave has the ramp clock paused.

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 Weekly ramp review 2 USES A TOOL Read training completions, meetings held andpipeline for each new rep 3 DOES Pause the clock for reps on approved leave 4 DOES Compare with the ramp plan and cohort benchmark 5 CHECKS THE RESULT Is the rep on track on milestones and pipeline? If not: identify the blocker and draft a catch-up plan.Back to step 4. 6 USES A TOOL Draft a weekly ramp summary per rep 7 YOU APPROVE Manager reviews the summary and any catch-up plan 8 CHECKS THE RESULT Did the blocker clear by the next week? If not: raise it again with the manager and adjust theplan. Back to step 4. 9 RESULT Ramp tracker updated
Read the steps as a list
  1. Weekly ramp review
  2. Read training completions, meetings held and pipeline for each new rep
  3. Pause the clock for reps on approved leave
  4. Compare with the ramp plan and cohort benchmark
  5. Is the rep on track on milestones and pipeline?If not: identify the blocker and draft a catch-up plan. Back to step 4.
  6. Draft a weekly ramp summary per rep
  7. Manager reviews the summary and any catch-up planThe agent waits here for your OK.
  8. Did the blocker clear by the next week?If not: raise it again with the manager and adjust the plan. Back to step 4.
  9. Ramp tracker updated

How it decides

A rep is behind when two milestones are late or pipeline is below 70% of the past-cohort benchmark for that week.

  • Behind means two late milestones or pipeline under 70% of benchmark
  • Pause the ramp clock during approved leave
  • Flag missing account assignment as a manager action, not a rep issue

Make it yours

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

  • Pipeline benchmark threshold (default 70%)
  • Ramp length in days (default 120)
  • Milestones in the ramp plan
  • Summary format and day

What keeps you in control

It always asks you first

  • Extending a ramp period
  • Any performance conversation

Hard limits

  • Never shares ramp data with peers
  • Never sends anything to HR on its own

It stops when

  • Done: rep reaches full quota period
  • Stop: ramp plan not defined for the 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 happensIn week 6, a new rep had 2 of 5 certifications and $40,000 pipeline against a $90,000 benchmark, so the on-track check failed. The agent found the rep had no accounts in one assigned region. It drafted a catch-up plan with that as a manager action. The manager assigned 25 accounts. The week 7 recheck showed the blocker cleared, and by week 8 pipeline reached $85,000.

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