Coaching notes: an AI agent that surfaces coaching moments from calls and deals
Coaching notes reviews each rep's calls and deals every week and picks out the moments worth coaching: a missed question, a discount offered too early, a tough objection handled well. Managers get a short list per rep with the quote, the context and a suggestion, ready for their next one-to-one.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Every week, before your managers' one-to-ones.
- Works in
- Your call recorder, CRM and email, plus your sales method and talk tracks.
- Waits for a person
- None. Notes go to managers, and each manager decides what to share with the rep.
- How you know it works
- Coaching moments acted on, and changes in each rep's win rate and deal size over time.
What it does
- Reads the week's call transcripts and deal changes for each rep.
- Checks them against your sales method and talk tracks, such as asking about the decision process on a first call.
- Picks the few moments most worth a conversation, good and bad.
- Writes each one up with the quote, what happened and a suggested way to coach it.
- Tracks themes over the weeks, so managers can see whether a habit is changing.
What it hands your team
Coaching notes for Sam, this week
- Strong
- Handled the security objection on the Fieldline call by offering the review early.
- Missed
- No question about the decision process on two first calls.
- Watch
- Offered 15% off on the Copperline call before the buyer raised price.
- Suggested
- Role-play the first-call questions in Thursday's one-to-one.
Example output. The companies and people are made up.
Questions about the coaching notes agent
Is this for monitoring reps?
It's for coaching. Notes go to the rep's manager, who decides what to discuss, and they cover what went well as well as what to work on.
How is this different from our call recorder's scorecards?
A scorecard rates every call against a checklist. Coaching notes picks the few moments that matter most this week, ties them to the deal and suggests how to coach them.
Can reps see their own notes?
You decide. You can share them with each rep or keep them for one-to-ones.
More agents for leadership
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.