What it does
Use when a user mentions "rep coaching program", "sales coaching from meetings", "meeting-based coaching", or asks for related help. Set up a manager-facing weekly coaching rollup: per-rep talk-listen ratio + topic coverage + leaderboard, delivered to managers every Monday with action-item suggestions. Turns meeting intelligence into concrete coaching conversations.
You get
talk_listen_analysis
Talk-Listen Analysis produced by this recipe.
coaching_insights
Coaching Insights produced by this recipe.
leaderboard
Meeting Leaderboard produced by this recipe.
Workflow
Workflow produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Compute Talk-Listen Ratio
analyze_talk_listen_ratioCompute talk-listen ratio per rep across the last 30 days of meetings, broken down by meeting type (rep talk % is healthy in different ranges per type — Discovery should be ~40% rep, Demo ~55% rep, Renewal ~40% rep). Output: per-rep current ratio, target range, gap from target, and trend vs. prior 30 days. Flag any rep consistently outside healthy range.
Pull Coaching Insights
get_meeting_coaching_insightsFor each rep, pull the system-generated coaching insights from the last 30 days of meetings. Surface: top 3 skill development areas (e.g.
Build Leaderboard
get_meeting_leaderboardBuild a meeting performance leaderboard for the last 30 days, ranking reps on: (1) discovery question count per call, (2) meeting-to-deal-progression rate, (3) follow-up-sent-within-24hr rate, (4) objection-resolution rate. Each metric is comparable across reps. Surface top 3 and bottom 3 per metric — top 3 become coaching examples (their calls get marked as good listen-back material), bottom 3 become coaching focus.
Build Coaching Delivery Workflow
Create WorkflowCreate a weekly scheduled workflow firing Mondays at 8am. Step sequence: (1) refresh talk-listen analysis, coaching insights, and leaderboard; (2) compose a manager-facing summary email per manager containing: their team
Build Coaching Dashboard
Build DashboardCompose a coaching program dashboard showing: program health (% of reps with active coaching briefs received in last 7 days), week-over-week improvement on the top tracked metrics, top 5 reps showing largest improvements (recognition + retention signal), top 5 reps with persistent gaps (escalation signal), and coaching-brief delivery rate per manager (low rate = manager isn
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