Write a coaching note from call stats for one rep

About this exercise

Write a coaching note to Dee Marchetti, an AE you manage, from her call stats. Use exactly three plain-text lines: Talk ratio: (show the division and compare to the current team target), Keep: (one thing she did well, using a stat), Try: (one change for her next call with a number she can hit). Under 80 words, no criticism of Dee as a person.

Common mistakes when you ask AI for this

• Using the old target. The AI compares to 70 percent and says she's fine. Try: Add: "Compare to the current target: under 55 percent."
• Several changes. The AI lists four improvements. Try: Add: "Try: one change with a number."
• No stat in Keep. The AI praises her in general terms. Try: Add: "Keep: one thing she did well, backed by a stat from the call."
• Wrong structure. The AI writes a paragraph or bullets. Try: Add: "Exactly three plain-text lines: Talk ratio:, Keep:, Try:."
• Too long. The AI writes a full review. Try: Add: "Under 80 words."

What a strong prompt includes

• Names the three lines
• Shows the division
• Uses the current target
• Asks for a measurable change
• Stays kind

Practice this now ↑

Related exercises

• Accept the buyer's counteroffer on three stated conditions (Sales AI · Sales and customer success)
• Announce a delay to three audiences with different limits (Leadership AI · Communications and PR)
• Announce a discount-approval process change in three bullets (Sales AI · Managers and team leads)
• Announce a new win in Slack without revealing the price (Sales AI · Sales and customer success)
• Announce a seasonal offer with its real terms and no fake scarcity (Sales AI · Small business owners)