Prompts and workflows for individual contributors who want to improve their performance, optimize their daily workflow, and close more meetings.Documentation Index
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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?”
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.”
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.”
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?”
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.”
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.”
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?”
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?”
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.”
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?”
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?”
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?”
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.”
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?”
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.”
get_sdr_performance, get_scored_calls, get_list_performance