Skip to main content
Prompts and workflows for sales leaders who need to monitor team performance, coach reps, forecast pipeline, and run efficient operations.

Performance Analysis & Diagnostics

Weekly Performance Pulse

Get a complete picture of team performance with automated week-over-week comparison.
Prompt: “Pull this week’s call data across all reps. Compare dials, conversations, and meetings booked vs last week. Flag any rep who dropped more than 20% in any metric and suggest why.”
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.
Prompt: “Compare my top 3 reps against my bottom 3 reps over the last 30 days. What are the specific behavioral differences in call volume, connect rate, conversation duration, and meeting conversion?”
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.
Prompt: “Pull call data for reps who started in the last 90 days. Show me their week-over-week progression on dials, connects, and meetings. Which new hires are ramping on pace and which need intervention?”
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.
Prompt: “Across the full team over the last 4 weeks, break down call dispositions. What percentage are no-answers, voicemails, gatekeepers, conversations, and meetings? Are we wasting dials on bad data?”
Tools used: get_dispositions, get_call_logs, get_analytics_overview

Time-of-Day Optimization

Find the optimal dialing windows for your team.
Prompt: “Analyze connect rates and meeting-booked rates by hour of day and day of week across the team. When should we be dialing for maximum live conversations?”
Tools used: get_call_logs, get_analytics_overview

List Performance Audit

Identify which lists are producing results and which should be retired.
Prompt: “Pull performance metrics grouped by contact list. Which lists are producing the highest connect rates and meeting rates? Which lists should we retire or deprioritize?”
Tools used: get_list_performance, get_contact_lists

Meeting-Set Quality Check

Ensure reps are booking real, qualified meetings — not just padding numbers.
Prompt: “Pull all meetings booked in the last 30 days. Cross-reference with scored calls. Are reps booking real qualified meetings or are they setting low-quality appointments that will no-show?”
Tools used: get_scored_calls, get_call_logs, get_sdr_performance

Attrition Risk Detector

Spot disengaged reps before they quit.
Prompt: “Look at rep activity trends over the last 6 weeks. Flag any reps whose dial volume, conversation count, or meeting output has been declining consistently — they might be disengaged or about to churn.”
Tools used: get_sdr_performance, get_call_logs

Territory/Vertical Performance Comparison

Find which market segments respond best to cold outreach.
Prompt: “If our lists are segmented by industry or territory, compare conversion metrics across segments. Which verticals are most receptive to cold outreach right now?”
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.
Prompt: “Generate a clean executive summary of our outbound engine performance for this month: total dials, conversations, meetings, conversion rates at each stage, and month-over-month trends. Format it so I can drop it into a board deck.”
Tools used: get_analytics_overview, get_sdr_performance, get_list_performance

Coaching & Rep Development

Individual Rep Coaching Plan

Build a data-driven coaching plan for any rep on your team.
Prompt: “Pull all call data, scored calls, and dispositions for [Rep Name] over the last 2 weeks. Identify their top 3 strengths and top 3 areas for improvement. Write a specific coaching plan with talk track suggestions.”
Tools used: get_call_logs, get_scored_calls, get_sdr_performance

Scored Call Review Session Prep

Prepare for 1:1s with concrete call examples.
Prompt: “Pull the 5 highest-scored and 5 lowest-scored calls for [Rep Name] this month. Summarize what went right in the top calls and what went wrong in the bottom calls so I can prep for our 1:1.”
Tools used: get_scored_calls

Objection Handling Analysis

Discover which objections your team faces most and who handles them best.
Prompt: “Across all scored calls this month, what are the most common objections prospects raise? Which reps handle them best? Pull examples of effective objection responses from top performers.”
Tools used: get_scored_calls, get_sdr_performance

Opening Line Effectiveness

A/B test cold call openers using real data.
Prompt: “Analyze scored calls across the team. Compare different cold call openers — permission-based, pattern-interrupt, direct, referral-based. Which openers lead to conversations lasting over 60 seconds and ultimately to meetings?”
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.
Prompt: “For reps with low meeting conversion despite high conversation counts, pull their scored calls. Are they talking too much? What’s the ratio compared to reps who convert at higher rates?”
Tools used: get_scored_calls, get_sdr_performance

Discovery Question Quality

Build a discovery framework from what’s actually working.
Prompt: “Pull scored calls that resulted in meetings booked. What discovery questions are being asked? Now pull calls that had conversations but no meeting. What questions are missing? Build a recommended discovery framework from the data.”
Tools used: get_scored_calls, get_call_logs

Peer Learning Matchup

Pair struggling reps with the right mentor for their specific gap.
Prompt: “Identify which rep is best at each stage: getting past gatekeepers, opening conversations, handling ‘not interested,’ booking the meeting. 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

Automated coaching notes for every rep, every Monday.
Prompt: “Pull last week’s data for each rep. Generate a 3-bullet coaching note per rep: one thing they did well, one thing to work on, one specific call to re-listen to.”
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.
Prompt: “For reps in their first 30 days, pull their call scores, conversation rates, and compare to where our current top performers were at the same point in their ramp. Are they tracking ahead or behind?”
Tools used: get_team, get_sdr_performance, get_scored_calls

Call Confidence Tracker

Track whether reps are getting more comfortable on calls over time.
Prompt: “Track conversation duration trends for each rep over time. Are they getting more comfortable staying on calls longer? Increasing average conversation length usually correlates with better outcomes — show me the trend.”
Tools used: get_call_logs, get_sdr_performance

Pipeline & Forecasting

Meeting Flow Forecast

Predict meeting output based on current trends.
Prompt: “Based on our current dial volume, connect rates, and meeting conversion rates, how many meetings will we book this month if trends hold? What would happen if we increased dials by 15%?”
Tools used: get_analytics_overview, get_sdr_performance

Funnel Leak Diagnosis

Quantify exactly where you’re losing potential meetings.
Prompt: “Show me where we’re losing the most potential meetings. Is it at the dial-to-connect stage (bad data or timing), connect-to-conversation (poor openers), or conversation-to-meeting (weak discovery or ask)? Quantify each leak.”
Tools used: get_analytics_overview, get_call_logs, get_dispositions

Follow-Up Pipeline Mining

Recover meetings hiding in your follow-up backlog.
Prompt: “Pull all follow-up tasks across the team. How many are overdue? Which reps have the largest follow-up backlog? Prioritize follow-ups by likelihood to convert based on original conversation scores.”
Tools used: get_follow_ups, get_scored_calls, get_sdr_performance

Snoozed Contact Re-engagement

Turn snoozed contacts back into active pipeline.
Prompt: “Pull all snoozed contacts. Segment by snooze reason and time snoozed. Which ones are due for re-engagement? Generate a prioritized list of snoozed contacts to add back to active lists.”
Tools used: get_snoozed_contacts, get_contact_lists

Meeting-to-Revenue Attribution

Calculate the revenue value of every dial.
Prompt: “Pull all meetings booked over the last quarter. Help me build a simple attribution model: how many dials does it take to generate one meeting, and if I know our meeting-to-opportunity and opportunity-to-close rates, what’s the revenue value per dial?”
Tools used: get_analytics_overview, get_call_logs, get_sdr_performance

Team Operations & Workflow

Daily Standup Data Pack

Get a 60-second standup brief with zero prep.
Prompt: “Pull yesterday’s numbers for each rep: dials, conversations, meetings. Rank them. Give me a quick narrative I can use to kick off our morning standup in 60 seconds.”
Tools used: get_sdr_performance, get_analytics_overview

Contest & Leaderboard Generator

Run data-driven sales contests with blended scoring.
Prompt: “Create a weekly leaderboard based on a blended score: 40% meetings booked, 30% conversations had, 30% dial volume. Rank all reps. Who’s winning this week?”
Tools used: get_sdr_performance, get_analytics_overview

List Refresh Recommendations

Know when your lists go stale before performance drops.
Prompt: “Look at all active contact lists. Which ones have been active for over 30 days with declining connect rates? Recommend which lists to refresh, retire, or reimport.”
Tools used: get_contact_lists, get_list_performance

Capacity Planning

Plan headcount with data, not gut feeling.
Prompt: “Based on current per-rep averages for dials, conversations, and meetings, how many reps do I need to hit 200 meetings per month? What if I improve conversion rates by 10% through coaching instead of hiring?”
Tools used: get_analytics_overview, get_sdr_performance

Sequence Performance by Stage

Identify which sequences need to be rewritten.
Prompt: “Pull performance data for each sequence. Which sequences are driving the most conversations and meetings? Are there sequences with high dial volume but low conversion that need to be rewritten?”
Tools used: get_sequences, get_list_performance, get_call_logs