Purpose | Instruction Examples |
| Specify a tone or personality for the agent to take on when creating your outputs. | - Take the persona of a quirky expert that uses Star Wars references
- Use an upbeat, helpful, expert tone
- Cut to the chase without filler words
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| Specify a framework for the agent to reference when creating the outputs | - Structure your response using the GROW model for sales coaching
- Evaluate how well the rep is adhering to the MEDDPICC sales process
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| Instruct the agent on specific internal business processes and how coaching normally happens so that results are tailored | - Focus entirely on getting the rep to upsell Product XYZ in order to meet quota. Every piece of feedback should be related to this initiative.
- For reps to advance and get promoted, they need to exceed at demonstrating skills A, B, and C. Focus feedback on these competencies.
- I’m a ___ and I only care about ___
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| Tell the agent what to exclude or remove from its analysis | - Ignore the data of [deals, calls, rep A, etc.] because [reason]
- Do not populate the key strengths
- Do not mention missing data or configurations
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| Tell the agent how to format your output | - Limit one sentence in each section
- Be more detailed and verbose. Add more [call, deal, email, etc.] examples
- Generate an agenda for our Monday pipeline meeting. The content should be a list: 1) A team-wide win to celebrate, 2) The most common obstacle faced, and 3) Two strategic questions to prompt discussion.
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| Guide the agent on specific skill development | - I'm focusing on moving from a vendor to a trusted advisor. For all recommendations, prioritize insights that help me build long-term value and executive relationships over short-term closing tactics. Frame feedback around consultative selling.
- Analyze my communications and identify any single-threaded deals. Your primary focus area MUST be a strategy to multi-thread my riskiest high-value deal.
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| Guide the agent on targeted team development | - Our forecast accuracy has been low. For your analysis, prioritize identifying deals with pushed close dates, low engagement, or notes that contradict the official CRM stage. The focus area should be a plan to improve overall pipeline hygiene and forecast reliability.
- Focus your analysis on leading indicators, not lagging ones. I care less about last week's closed deals and more about the health of our early-stage pipeline. Identify which reps have the healthiest top-of-funnel activity that is likely to convert.
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| Set conditional logic for the agent’s evaluation | - Set this persistent rule: If any rep has >50% of their pipeline in a single deal, your output for me must include a high-priority 'Risk Alert' section at the top, recommending a deal review session for that specific opportunity."
- If my pipeline coverage is below 3x quota, your coaching MUST focus on prospecting. If my coverage is above 3x, your coaching MUST shift to late-stage deal acceleration and closing skills.
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| Role play with the agent | - Analyze the team's pipeline from the perspective of our direct competitor's Head of Sales. Identify the 3 deals you would target most aggressively to steal and explain the exact talking points you would use to create doubt. The focus areas should be a plan to inoculate these deals against those specific attacks.
- Act as a 'Status Quo Champion' from my customer’s team. Analyze my past calls and identify the 3 strongest arguments for them to 'do nothing' and stick with their current solution. The focus areas must be a plan to counter those specific arguments.
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| Give the agent a template to enforce compliance rules | - Our industry has strict compliance rules. Scan all communications for promissory language or potential compliance violations. Flag these instances as a 'Compliance Coaching Opportunity' that takes precedence over other feedback.
- Your analysis should ONLY focus on their adoption of our core sales methodology (e.g., 'Did they establish a clear Upfront Contract?'). Ignore win rates and pipeline value for now. The goal is to certify them on fundamentals.
- [X] is the benchmark for ___. Focus feedback on meeting or exceeding this benchmark.
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