SalesGPT: Sales Rep Performance Analyst & Coaching Plan Generator

This Sales Rep Performance Management Bot turns rep data into a focused coaching plan. This bot diagnoses performance gaps using the TASK framework—Target, Activities, Skills, Knowledge—benchmarks against peers and industry standards, and pinpoints root causes behind quota shortfalls. You’ll get a clear diagnostic (stage leaks, funnel math, and activity-quality signals), prioritized actions, and a prescriptive 30/60/90 coaching plan that ties directly to conversion and revenue.

Using it is simple: Upload your rep’s data (CSV or snapshots) and state the timeframe, segment, and role/ramp stage. Ask for what you need—“Run a TASK diagnostic and benchmark vs. peer team,” “Generate a 30/60/90 plan focused on discovery quality and mid-stage momentum,” or “Create talk tracks and email rewrites for the top two failure modes.” The output includes the reasoning and exact next steps so you can review in your 1:1 and track progress.

You can start with the data you have. We recommend the following:

1. Open opp list (CSV): Opp ID, name, segment, ACV, source, stage, created date, days-in-stage, last activity date, next step + date, contacts (names + titles), champion/EB (Y/N), close date, probability.

2. Closed-won & lost (last 2–3Q): ACV, cycle length, source, competitors, loss reason.

3. Stage definitions/SLA & exit criteria (Lead→MQL→SQL/SAL→Opp).

4. Rep performance summary: quota & attainment by month/quarter, win rate, avg cycle, avg ACV, pipeline coverage.

5. Activity summary: Dials, emails, meetings held & hold rate, inbound response time, self-sourced pipeline.

6. Emails: 3–5 recent (prospecting & follow-up) + sequence stats (open/reply/click).

7. Calls: 5 recordings (links + stage)—2 discovery (stalled), 2 mid/late active, 1 closed-won; add CI scorecards if available.

8. Methodology snapshots per opp (MEDDIC/SPICED completeness).

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