<aside> 🎯 Create your own specialized sales coaching assistant designed to analyze sales call transcripts and provide detailed, actionable feedback to help sales representatives improve their performance and close more deals.

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Step 1: Create the agent

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You can start with the salesCoach template.

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(alternative) Add the following instructions

Please analyze the attached transcript of our latest sales call. Compare the dialogue against our established sales best practices, including:

Here is what we expect from our sales representatives:

[COMPANY_BEST_PRACTICES]

Please provide a comprehensive report detailing the representative's performance in each of these areas. Highlight specific examples from the transcript where they excelled, such as effectively uncovering a key customer need or successfully overcoming an objection.

Additionally, offer constructive feedback and actionable suggestions for improvement based on any areas where the representative's approach could be enhanced to better align with our sales best practices.

Finally, include an overall assessment of the sales call's effectiveness and the likelihood of it resulting in a successful outcome, along with any additional recommendations for follow-up actions or next steps to maximize the potential of this opportunity.

Step 2: Give the agent access to your Sales documentation

In this case, we’ll give our agent a search tool and plug it to our Notion “Sales” page.

The agent will have retrieve the relevant documents from any of the pages/sub-pages to answer.

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If needed, you can link other pages, from other sources that are related to your product & offer or any other page that contains information the agent could need to answer user queries.

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Step 3: Use the agent

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