{"id":"revops-call-review-coaching-note-keep-change-try","audience":"managers","category":"sales-work","technique":"tone","track":"sales","level":"intermediate","title":"Turn a call scorecard into a coaching note with one drill","free":false,"task":"Write a coaching note to the rep from the call scorecard in plain text, under 110 words, with exactly four labeled lines: Keep:, Change 1:, Change 2:, Try this week:. Each Change cites a number from the scorecard. Try this week gives one drill with a date. Do not use the words always or never, and do not compare the rep to others or comment on personality.","materialLabel":"Call scorecard (attached to your prompt automatically)","material":"CALL REVIEW - AE: Mateo Ruiz. Call: discovery with Orchard Dental, Nov 3 2026, 38 minutes. Reviewer: manager Lin Hart.\n\nScorecard:\n- Talk time: rep talked 68% of the call (target: under 50%).\n- Discovery questions asked: 3 (target: at least 6).\n- Next step with date agreed before the call ended: yes (Nov 10 demo).\n- Pricing mentioned before the pain was stated: yes, at minute 9.\n- Used the buyer's own words when summarizing: yes, twice.\n\nManager's loose comments: \"Mateo talks too much, Sofia never has that problem.\" \"He's overconfident.\" (do not repeat)\n\nTeam schedule: call-review practice happens in the Thursday 10 am huddle (next one Nov 12). Drill idea: practice 6 open questions from the discovery template.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Repeating the manager's digs","why":"The AI keeps 'too much talking' judgments and comparisons.","fix":"Add: \"No comparisons to others, no personality comments.\"","checks":["r2"]},{"title":"Vague feedback","why":"The AI says 'ask more questions'.","fix":"Add: \"Each Change cites a number from the scorecard.\"","checks":["r1"]},{"title":"No drill or date","why":"The AI ends with encouragement.","fix":"Add: \"Try this week: one drill with a date.\"","checks":["r2"]},{"title":"Wrong format","why":"The AI writes headings and bold.","fix":"Add: \"Four labeled lines, plain text, under 110 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the four labels","patterns":["keep:","change 1","change 2","try this week"]},{"label":"Requires numbers","patterns":["cite a number","scorecard"]},{"label":"Adds a drill with a date","patterns":["drill","date"]},{"label":"Bans comparisons","patterns":["compar","personality","always","never"]},{"label":"Limits length","patterns":["\\d+\\s*words","under \\d+"]}],"hint":"Give the four labels, require scorecard numbers and ban comparisons and personality comments.","rubricLabels":["Has exactly four lines starting Keep:, Change 1:, Change 2: and Try this week: in that order","Keep names a strength from the scorecard (the agreed Nov 10 next step or summarizing in the buyer's words), and each Change cites a number such as 68 percent talk time versus under 50, 3 questions versus at least 6, or pricing at minute 9","Try this week gives one drill with a date (such as practicing 6 open questions at the Nov 12 huddle), and the note has no always or never, no comparison to Sofia and no comment on personality"]}