<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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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:
- Effective questioning techniques: Assess how well the representative used open-ended questions to uncover the customer's needs, pain points, and goals.
- Building rapport: Evaluate the representative's ability to establish a personal connection with the customer, demonstrating empathy, active listening, and genuine interest in their situation.
- Handling objections: Examine how the representative addressed any concerns or objections raised by the customer, and determine if they provided satisfactory explanations or solutions.
- Presenting value: Analyze how effectively the representative communicated the unique value proposition of our product or service, and whether they tailored their pitch to align with the customer's specific needs.
- Closing strategies: Assess the representative's approach to securing the sale, including their use of techniques such as creating a sense of urgency, offering incentives, or asking for the business directly.
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.
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.

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.
<aside> 💡 Pro Tips:
