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AI agent for manager of sales

Sales Call Coaching Scorecard Agent

Give the manager one focused coaching point per rep per week, backed by call moments

CreatingSalesManagement
See how it worksGet access
Sales Call Coaching Scorecard Agent: what goes in, what the agent does and what you get

What it does

Managers want to coach every rep each week but cannot listen to hours of recordings. Every Friday this agent selects three recorded sales calls per rep, excluding support and renewal admin calls. It checks each transcript is complete and longer than 10 minutes; if not, it swaps in the next eligible call. It scores each call against the team's framework, such as agenda set, pain uncovered, next step agreed and talk-to-listen ratio, quoting the moments behind each score. It compares scores with the rep's four-week history and picks the skill that dropped most as the coaching point, plus one strong moment. It drafts a one-page note per rep. The manager edits and delivers the coaching. Edge case: calls with existing customers on support issues are excluded because the framework does not apply.

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, continueApprovedNo 1 STARTS WHEN Friday coaching prep 2 USES A TOOL Select three sales calls per rep from the recordingtool 3 CHECKS THE RESULT Is each transcript complete and longer than 10minutes? If not: swap in the next eligible call for that rep.Back to step 2. 4 DOES Score each call against the framework with quotedmoments 5 USES A TOOL Compare scores with the rep's 4-week history 6 USES A TOOL Draft a one-page coaching note per rep 7 YOU APPROVE Manager edits and delivers each note 8 RESULT Scorecards saved to coaching history
Read the steps as a list
  1. Friday coaching prep
  2. Select three sales calls per rep from the recording tool
  3. Is each transcript complete and longer than 10 minutes?If not: swap in the next eligible call for that rep. Back to step 2.
  4. Score each call against the framework with quoted moments
  5. Compare scores with the rep's 4-week history
  6. Draft a one-page coaching note per rep
  7. Manager edits and delivers each noteThe agent waits here for your OK.
  8. Scorecards saved to coaching history

How it decides

The coaching point is the framework item with the largest drop versus the rep's 4-week average, or the lowest score if nothing dropped.

  • Exclude support and renewal admin calls
  • Pick the largest skill drop as the coaching point
  • Highlight one strong moment per rep as well

Make it yours

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

  • Call framework items and weights
  • Calls sampled per rep (default 3)
  • Call types to exclude
  • Delivery format for notes

What keeps you in control

It always asks you first

  • Sharing scores with the rep
  • Using scores in any performance review

Hard limits

  • Scores are for coaching only and never sent to HR without the manager
  • Never shares one rep's calls with peers

It stops when

  • Done: notes ready for every rep
  • Stop: a rep has fewer than two eligible calls this week

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 happensFor one rep with 7 calls that week, two transcripts were under 10 minutes, so the quality check failed and the agent picked two other calls. Next-step agreement had fallen from 80% to 33% over the month. The note quoted a call where the buyer said they would get back to the rep and no date was set. The manager edited the note and coached on Monday.

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