> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Coach and report on your team with Claude

> Spot who needs help, plan coaching and oversee the Sequencer by asking Claude about the real calls on your team.

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Prompts and workflows for sales leaders who need to monitor team performance, coach reps, forecast pipeline, oversee the Sequencer, and run efficient operations.

## Performance analysis and diagnostics

### Weekly performance pulse

Get a complete picture of team performance with a week-over-week comparison.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  \[Rep names] started in the last 90 days. Show me their week-over-week progression on dials, connects, and meetings since their first logged call. Which new hires are ramping on pace and which need intervention?
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**Tools used:** `get_dispositions`, `get_call_logs`, `get_analytics_overview`

***

### Time-of-day optimization

Find the optimal dialing windows for your team.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**Tools used:** `get_call_logs`, `get_analytics_overview`

***

### List performance audit

Identify which lists are producing results and which should be retired.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**Tools used:** `get_list_performance`, `get_contact_lists`

***

### Meeting-set quality check

Check that reps are booking real, qualified meetings, not padding their numbers.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**Tools used:** `get_scored_calls`, `get_call_logs`, `get_sdr_performance`

***

### Attrition risk detector

Spot disengaged reps before they quit.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_sdr_performance`, `get_call_logs`

***

### Territory and vertical performance comparison

Find which market segments respond best to cold outreach.

<AiPrompt label="Ask Claude">
  If our lists are segmented by industry or territory, compare conversion metrics across segments. Which verticals are most receptive to cold outreach right now?
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_call_logs`, `get_scored_calls`, `get_sdr_performance`

***

### Scored call review session prep

Prepare for 1:1s with concrete call examples.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_scored_calls`

***

### Objection handling analysis

Discover which objections your team faces most and who handles them best.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_scored_calls`, `get_sdr_performance`

***

### Opening line effectiveness

A/B test cold call openers using real data.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**Tools used:** `get_scored_calls`, `get_sdr_performance`

***

### Discovery question quality

Build a discovery framework from what's actually working.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_scored_calls`, `get_call_logs`

***

### Peer learning matchup

Pair struggling reps with the right mentor for their specific gap.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_sdr_performance`, `get_scored_calls`, `get_call_logs`

***

### Weekly coaching digest

Coaching notes for every rep, ready for Monday.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  \[Rep names] are in their first 30 days. Pull their call scores and conversation rates, and compare them to where our current top performers were at the same point, counting from each rep's first logged call. Are they tracking ahead or behind?
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_call_logs`, `get_sdr_performance`

***

## Pipeline and forecasting

### Meeting flow forecast

Predict meeting output based on current trends.

<AiPrompt label="Ask Claude">
  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%?
</AiPrompt>

**Tools used:** `get_analytics_overview`, `get_sdr_performance`

***

### Funnel leak diagnosis

Quantify exactly where you're losing potential meetings.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_analytics_overview`, `get_call_logs`, `get_dispositions`

***

### Follow-up pipeline mining

Recover meetings hiding in your follow-up backlog.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_follow_ups`, `get_scored_calls`, `get_sdr_performance`

***

### Snoozed contact re-engagement

Turn snoozed contacts back into active pipeline.

<AiPrompt label="Ask Claude">
  Pull all snoozed contacts. Segment them by rep and by how long they have been snoozed. Which snoozes end in the next two weeks? Using their call history, give me a prioritized list to re-engage.
</AiPrompt>

**Tools used:** `get_snoozed_contacts`, `get_call_logs`

***

### Meeting-to-revenue attribution

Calculate the revenue value of every dial.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**Tools used:** `get_analytics_overview`, `get_call_logs`, `get_sdr_performance`

***

## Sequencer oversight

### Approval queue

Clear the enrollments your rules of engagement are holding.

<AiPrompt label="Ask Claude">
  Show me every enrollment waiting for approval, grouped by sequence and owner, with the rule that held each one. I'll tell you which to approve and which to reject.
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  We added 400 people to \[Sequence] yesterday but fewer went in. Who was refused and why? Group them by reason and tell me which reasons I can fix.
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  We just booked a meeting with Acme (acme.com). How many people there are still in our sequences? Show me the count first, then finish all of them.
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  \[Rep] is leaving. Move all their live enrollments and their open one-off tasks to \[Other rep], and tell me how many moved.
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  For each enabled sequence, show enrollment counts by state and how many people replied, bounced or opted out. Then list who replied to \[Sequence] this week.
</AiPrompt>

**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.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_sdr_performance`, `get_analytics_overview`

***

### Contest and leaderboard generator

Run data-driven sales contests with blended scoring.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**Tools used:** `get_sdr_performance`, `get_analytics_overview`

***

### List refresh recommendations

Know when your lists go stale before performance drops.

<AiPrompt label="Ask Claude">
  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.
</AiPrompt>

**Tools used:** `get_contact_lists`, `get_list_performance`

***

### Capacity planning

Plan headcount with data, not gut feeling.

<AiPrompt label="Ask Claude">
  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?
</AiPrompt>

**Tools used:** `get_analytics_overview`, `get_sdr_performance`

***

### CRM sequence performance

Identify which sequences in your sales engagement platform need to be rewritten.

<AiPrompt label="Ask Claude">
  Pull call results for each CRM sequence on our call logs. Which sequences are driving the most conversations and meetings? Are there sequences with high dial volume but low conversion that need to be rewritten?
</AiPrompt>

**Tools used:** `get_sequences`, `get_call_logs`, `get_dispositions`

## Next steps

<CardGroup cols={2}>
  <Card title="Prompts for reps" icon="headset" href="/mcp/use-cases/reps">
    Self-coaching, the daily task queue and call prep.
  </Card>

  <Card title="Prompts for everyone" icon="chart-mixed" href="/mcp/use-cases/shared">
    Reports, A/B tests and list hygiene for the whole team.
  </Card>

  <Card title="See every tool" icon="book" href="/mcp/tools">
    What each tool reads or changes, and the API operation behind it.
  </Card>
</CardGroup>


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