Sales Manager Playbook
2+ prompts4 workflows
Prompts for sales managers and directors. Coaching, pipeline reviews, forecasting, and team development.
In this playbook:
Pipeline Management
Review and manage pipeline effectively.
Pipeline Review Questions
Questions for effective pipeline reviews.
pipelinereviewcoaching
Generate pipeline review questions for a deal. DEAL CONTEXT: - Company: [COMPANY] - Deal size: [AMOUNT] - Stage: [CURRENT STAGE] - Close date: [PROJECTED DATE] - AE: [REP NAME] - Days in stage: [NUMBER] Generate challenging but constructive questions to: 1. VALIDATE THE OPPORTUNITY - Is this real? - Is it qualified? 2. ASSESS PROGRESS - What's happened since last review - Are we advancing or stuck 3. TEST THE CHAMPION - Who's our champion - How strong are they 4. UNDERSTAND THE COMPETITION - Who else is in the deal - Our position 5. VERIFY NEXT STEPS - Concrete next step - Is the close date realistic 6. IDENTIFY RISKS - What could kill this deal - What are we missing Format as a coaching conversation, not an interrogation.
Rep Coaching
Coach and develop your team.
Call Coaching Framework
Provide feedback on sales calls.
coachingfeedbackcalls
Help me provide coaching feedback on a sales call. CALL CONTEXT: - Rep: [NAME] - Call type: [DISCOVERY, DEMO, NEGOTIATION] - Outcome: [WHAT HAPPENED] CALL NOTES/TRANSCRIPT: [Paste notes or transcript] Provide coaching feedback: 1. WHAT WENT WELL - Specific positive behaviors - Impact of those behaviors 2. OPPORTUNITIES TO IMPROVE - 2-3 specific suggestions - Not overwhelming 3. KEY MOMENT ANALYSIS - Turning point in the call - What could have changed 4. SKILL DEVELOPMENT FOCUS - One skill to work on - How to practice it 5. FOLLOW-UP ACTIONS - What the rep should do next - How to apply the feedback Keep feedback constructive and actionable.