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Prompts and workflows for individual contributors who want to improve their performance, optimize their daily workflow, and close more meetings.

Self-Coaching & Improvement

Personal Performance Check-In

Track your own trends without waiting for your manager.
Prompt: “Pull my call data for the last 2 weeks. How am I trending on dials, connects, and meetings compared to the prior 2 weeks? Where’s my biggest drop-off?”
What Claude does: Pulls your call logs and analytics for both periods, calculates the delta on each metric, and identifies your weakest conversion point. Tools used: get_call_logs, get_analytics_overview

My Best Calls Analysis

Build a personal playbook from your own top performances.
Prompt: “Pull my top 5 scored calls this month. What did I do consistently in those calls that I should repeat? Give me a personal playbook based on what’s already working for me.”
Tools used: get_scored_calls

My Worst Calls Debrief

Turn bad calls into learning opportunities.
Prompt: “Pull my lowest-scored calls this week. What went wrong? Was it my opener, my discovery, my ask, or something else? Give me specific fixes.”
Tools used: get_scored_calls

Conversion Rate Self-Audit

Find the one thing that will make the biggest impact on your numbers.
Prompt: “What’s my conversation-to-meeting rate compared to the team average? If I’m below average, what’s the single biggest thing I should change based on my call patterns?”
Tools used: get_sdr_performance, get_scored_calls

Personal Objection Tracker

Track which objections trip you up and get better responses.
Prompt: “Across my conversations this month, what objections am I hearing most? How am I handling them based on call scores? Suggest better responses for my top 3 objections.”
Tools used: get_scored_calls, get_call_logs

Talk Track Refinement

Get a data-driven rewrite of your talk track.
Prompt: “Pull my last 10 conversations. Am I asking enough discovery questions? Am I pitching too early? Give me a revised talk track outline based on what the data shows.”
Tools used: get_scored_calls, get_call_logs

Daily Workflow & Prioritization

Morning Dial Plan

Start every day with an optimized schedule.
Prompt: “Based on my contact lists and historical connect rates by time of day, what should my dialing schedule look like today to maximize conversations?”
Tools used: get_contact_lists, get_call_logs, get_list_performance

Follow-Up Priority Queue

Never miss a hot follow-up again.
Prompt: “Pull my follow-up tasks. Rank them by urgency and likelihood to convert. Which 5 follow-ups should I hit first thing today?”
Tools used: get_follow_ups, get_scored_calls

Snoozed Contact Check

Stay on top of contacts coming back from snooze.
Prompt: “Which of my snoozed contacts are coming due this week? Give me context on why they were snoozed and a suggested re-engagement approach for each.”
Tools used: get_snoozed_contacts

List Selection Helper

Dial the right list at the right time.
Prompt: “I have multiple lists assigned to me. Based on connect rates and meeting conversion, which list should I prioritize dialing today?”
Tools used: get_contact_lists, get_list_performance

End-of-Day Recap

Close out every day knowing exactly where you stand.
Prompt: “Pull today’s numbers for me. How many dials, conversations, meetings? How does today compare to my daily average this month? What should I do differently tomorrow?”
Tools used: get_call_logs, get_analytics_overview

Prospecting & Preparation

Pre-Call Research Brief

Walk into every dial session fully prepared.
Prompt: “I’m about to dial into [List Name]. Pull the list details and any past call history. What personas am I calling? What’s the historical connect rate? Any patterns I should know about?”
Tools used: get_contact_list_by_id, get_list_performance, get_call_logs

Title-Specific Talk Track

Customize your pitch by persona.
Prompt: “Based on team-wide data, which titles/personas convert best on my lists? Give me a customized opener and value prop for each of the top 3 converting titles.”
Tools used: get_call_logs, get_scored_calls, get_list_performance

Gatekeeper Strategy

Get past gatekeepers more consistently.
Prompt: “Pull calls where the disposition was gatekeeper across my recent activity. How often am I getting past them? What approaches are working for other reps on the team?”
Tools used: get_call_logs, get_dispositions, get_scored_calls

Win Pattern Cloning

Copy what’s working from your best-performing teammates.
Prompt: “Who on my team has the highest meeting conversion rate on the same lists I’m dialing? Pull their scored calls and extract the patterns I should copy.”
Tools used: get_sdr_performance, get_scored_calls, get_list_performance