Performance analysis and diagnostics
Weekly performance pulse
Get a complete picture of team performance with a week-over-week comparison. What Claude does: Pulls analytics overview for both periods, compares SDR performance metrics, and highlights reps with significant drops alongside potential explanations from their call patterns. Tools used:get_analytics_overview, get_sdr_performance, get_call_logs
Rep-vs-rep benchmarking
Understand the behavioral differences between your top and bottom performers. Tools used:get_sdr_performance, get_scored_calls, get_call_logs
Ramp tracking for new hires
Monitor whether new reps are hitting milestones on schedule. What Claude does: Finds each rep’s user ID, takes their first logged call as their start, and compares weekly totals. The team list carries no start date, so name the reps. Tools used:get_team, get_sdr_performance, get_call_logs
Disposition pattern analysis
Diagnose whether your team is wasting dials on bad data or poor timing. Tools used:get_dispositions, get_call_logs, get_analytics_overview
Time-of-day optimization
Find the optimal dialing windows for your team. Tools used:get_call_logs, get_analytics_overview
List performance audit
Identify which lists are producing results and which should be retired. Tools used:get_list_performance, get_contact_lists
Meeting-set quality check
Check that reps are booking real, qualified meetings, not padding their numbers. Tools used:get_scored_calls, get_call_logs, get_sdr_performance
Attrition risk detector
Spot disengaged reps before they quit. Tools used:get_sdr_performance, get_call_logs
Territory and vertical performance comparison
Find which market segments respond best to cold outreach. Tools used:get_list_performance, get_contact_lists, get_call_logs
Monthly board-ready snapshot
Generate an executive summary you can drop straight into a board deck. Tools used:get_analytics_overview, get_sdr_performance, get_list_performance
Coaching and rep development
Individual rep coaching plan
Build a data-driven coaching plan for any rep on your team. Tools used:get_call_logs, get_scored_calls, get_sdr_performance
Scored call review session prep
Prepare for 1:1s with concrete call examples. Tools used:get_scored_calls
Objection handling analysis
Discover which objections your team faces most and who handles them best. Tools used:get_scored_calls, get_sdr_performance
Opening line effectiveness
A/B test cold call openers using real data. Tools used:get_scored_calls, get_call_logs
Talk-to-listen ratio audit
Find out if reps are talking too much and not listening enough. Tools used:get_scored_calls, get_sdr_performance
Discovery question quality
Build a discovery framework from what’s actually working. Tools used:get_scored_calls, get_call_logs
Peer learning matchup
Pair struggling reps with the right mentor for their specific gap. Tools used:get_sdr_performance, get_scored_calls, get_call_logs
Weekly coaching digest
Coaching notes for every rep, ready for Monday. Tools used:get_sdr_performance, get_scored_calls, get_call_logs
New hire scorecard
Benchmark new reps against where your top performers were at the same stage. Tools used:get_team, get_sdr_performance, get_scored_calls, get_call_logs
Call confidence tracker
Track whether reps are getting more comfortable on calls over time. Tools used:get_call_logs, get_sdr_performance
Pipeline and forecasting
Meeting flow forecast
Predict meeting output based on current trends. Tools used:get_analytics_overview, get_sdr_performance
Funnel leak diagnosis
Quantify exactly where you’re losing potential meetings. Tools used:get_analytics_overview, get_call_logs, get_dispositions
Follow-up pipeline mining
Recover meetings hiding in your follow-up backlog. Tools used:get_follow_ups, get_scored_calls, get_sdr_performance
Snoozed contact re-engagement
Turn snoozed contacts back into active pipeline. Tools used:get_snoozed_contacts, get_call_logs
Meeting-to-revenue attribution
Calculate the revenue value of every dial. Tools used:get_analytics_overview, get_call_logs, get_sdr_performance
Sequencer oversight
Approval queue
Clear the enrollments your rules of engagement are holding. What Claude does: Lists held enrollments, reads each timeline for the rule decision, and once you decide, approves or rejects them in bulk. Rejected contacts are finished without being contacted. Tools used:list_sequencer_enrollments, list_sequencer_enrollment_events, bulk_approve_sequencer_enrollments, bulk_reject_sequencer_enrollments
Why a batch came up short
Find out who did not get enrolled, and why. Tools used:list_sequencer_sequences, list_sequencer_enrolment_attempts
Stop outreach at a won account
Pull everyone at a company out of sequences once a meeting is booked. What Claude does: Runs the account action as a dry run to get the count, then, once you confirm, finishes every enrollment at that company across the team’s sequences. Tools used:sequencer_account_action
Hand over a departing rep’s book
Move someone’s live sequences and tasks to a teammate in one go. What Claude does: Reassigns the rep’s live enrollments in bulk, which also moves those enrollments’ open tasks, then reassigns their remaining one-off tasks. Tools used:get_team, list_sequencer_enrollments, bulk_reassign_sequencer_enrollments, list_sequencer_tasks, bulk_reassign_sequencer_tasks
Sequence engagement review
See which sequences earn replies and which burn contacts. Tools used:list_sequencer_sequences, get_sequencer_sequence_analytics, list_sequencer_engagement_people
Team operations and workflow
Daily standup data pack
Get a 60-second standup brief with zero prep. Tools used:get_sdr_performance, get_analytics_overview
Contest and leaderboard generator
Run data-driven sales contests with blended scoring. Tools used:get_sdr_performance, get_analytics_overview
List refresh recommendations
Know when your lists go stale before performance drops. Tools used:get_contact_lists, get_list_performance
Capacity planning
Plan headcount with data, not gut feeling. Tools used:get_analytics_overview, get_sdr_performance
CRM sequence performance
Identify which sequences in your sales engagement platform need to be rewritten. Tools used:get_sequences, get_call_logs, get_dispositions
Next steps
Prompts for reps
Self-coaching, the daily task queue and call prep.
Prompts for everyone
Reports, A/B tests and list hygiene for the whole team.
See every tool
What each tool reads or changes, and the API operation behind it.