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AI agent for manager of sales

Sales Rep Ramp Certification Agent

Reps certified and ramped on schedule

LearningSalesManagement
See how it worksGet access
Sales Rep Ramp Certification Agent: what goes in, what the agent does and what you get

What it does

New sales reps must learn the products, the process and the pitch before handling key deals, and uneven ramp-up costs revenue. When a rep starts, this agent loads the ramp template for the role and territory and creates a 90-day plan with training modules and practice call targets. Each week it tracks training completion and scored practice calls, and checks whether the rep is on pace. If not, it asks the manager to give feedback on weak areas and suggests extra practice. Near the end of the plan, it checks whether the rep meets certification standards, such as an 80 percent score. If they fall short, it adds targeted practice and checks again. The sales leader approves certification, and key deals are assigned only after that. Edge case: a rep transferring from another team skips modules they already passed and focuses on the new product line.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN New rep starts 2 USES A TOOL Load the role ramp template and territory 3 DOES Create a 90-day ramp plan with modules and calltargets 4 USES A TOOL Track training completion and scored calls weekly 5 CHECKS THE RESULT Is the rep on pace for each week? If not: suggest extra practice and a coaching call tothe manager. Back to step 4. 6 CHECKS THE RESULT Does the rep meet certification standards? If not: extend the plan by two weeks on the weak skills.Back to step 3. 7 YOU APPROVE Sales leader approves certification 8 RESULT Rep certified and ramp record closed
Read the steps as a list
  1. New rep starts
  2. Load the role ramp template and territory
  3. Create a 90-day ramp plan with modules and call targets
  4. Track training completion and scored calls weekly
  5. Is the rep on pace for each week?If not: suggest extra practice and a coaching call to the manager. Back to step 4.
  6. Does the rep meet certification standards?If not: extend the plan by two weeks on the weak skills. Back to step 3.
  7. Sales leader approves certificationThe agent waits here for your OK.
  8. Rep certified and ramp record closed

How it decides

It compares progress with plan and certification standards.

  • Score 80% to pass
  • Transfers skip known modules
  • Key deals after certification

Make it yours

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

  • Standards
  • Ramp plan
  • Modules
  • Approvals

What keeps you in control

It always asks you first

  • Certification

Hard limits

  • No pay decisions
  • Scores private

It stops when

  • Done: certified
  • Stop: rep leaves

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 happensJordan starts on February 3 with a 90-day plan of 8 modules and 10 scored calls. By day 75 all modules are done, but the certification check fails: discovery scores average 2.8 against a 3.5 standard. The agent extends the plan two weeks with 4 role-play calls on discovery questions. Jordan's next three calls average 3.7. The sales leader approves certification on May 16.

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