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AI agent for vice president of sales

Sales Enablement Gap and Rollout Agent

Raise adoption of new messaging and tools to the target level, and find where it does not fit

AnalysisSalesManagement
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Sales Enablement Gap and Rollout Agent: what goes in, what the agent does and what you get

What it does

The team launches new messaging with a kickoff and a deck, and three months later most reps are still using the old pitch. The VP finds out when win rates do not move. This agent measures adoption after a launch. It checks call recordings and transcripts for the new key phrases, deck usage, and CRM fields such as the new qualification questions. It finds which reps lag, by team and segment, and proposes coaching such as a short practice or a manager listen-in. It rechecks after the coaching to see whether the usage changed. The VP approves the plan. Edge case: a segment where the new pitch does not fit. The agent separates low adoption from low relevance and reports it.

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 Two weeks after launch 2 USES A TOOL Collect call transcripts, deck usage and CRM fields 3 DOES Detect use of the new messages and questions in eachcall 4 DOES Calculate adoption per rep, team and segment 5 CHECKS THE RESULT Is adoption at or above target? If not: List lagging reps and teams and the missingelements. Back to step 3. 6 DOES Separate low adoption from low relevance by segment 7 DOES Propose coaching actions and content fixes 8 YOU APPROVE VP approves the plan 9 USES A TOOL Assign coaching to managers with dates 10 CHECKS THE RESULT Did adoption rise two weeks after coaching? If not: Change the coaching approach or revise thecontent and recheck. Back to step 6. 11 RESULT Adoption report and next steps
Read the steps as a list
  1. Two weeks after launch
  2. Collect call transcripts, deck usage and CRM fields
  3. Detect use of the new messages and questions in each call
  4. Calculate adoption per rep, team and segment
  5. Is adoption at or above target?If not: List lagging reps and teams and the missing elements. Back to step 3.
  6. Separate low adoption from low relevance by segment
  7. Propose coaching actions and content fixes
  8. VP approves the planThe agent waits here for your OK.
  9. Assign coaching to managers with dates
  10. Did adoption rise two weeks after coaching?If not: Change the coaching approach or revise the content and recheck. Back to step 6.
  11. Adoption report and next steps

How it decides

A rep lags when use of the new elements is below target after training. Where many reps in a segment skip an element, it is treated as a relevance issue.

  • Target adoption is 70 percent of calls by week 6
  • A rep is lagging if below 40 percent after 4 weeks
  • If over half the reps in a segment skip an element, review its relevance
  • Use only calls long enough to include the pitch

Make it yours

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

  • Target adoption rate and date
  • Elements to detect
  • Lagging threshold (default 40 percent)
  • Check frequency
  • Segments to compare

What keeps you in control

It always asks you first

  • VP approves the coaching plan and any change to the messaging

Hard limits

  • Does not rank reps publicly
  • Uses call data only within company policy

It stops when

  • Done: adoption at target for 4 weeks
  • Stop: tools cannot access calls, request access

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 happensFour weeks after a launch, adoption is 48 percent against 70. The agent finds the mid-market team at 71 percent and enterprise at 22, where reps say the pitch ignores procurement. It proposes a procurement slide for enterprise and live practice for 6 lagging reps. After two weeks enterprise reaches 51 percent. The VP approves further coaching.

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