Give every sales manager a Monday coaching rollup, built from real calls

Coaching conversations are only as good as the data behind them, and most managers are working from gut feel. This sets up a weekly, manager-facing rollup, per-rep talk-listen ratio, topic coverage, leaderboard, with action-item suggestions, delivered every Monday. See AI Sales Machine Reviews for how this compares to dedicated conversation-intelligence tools.

Salesmeeting-notetakerB2BSaaSAdvanced5 steps5 outputs

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Talk/Listen Analysis Coaching Insights Leaderboard Workflow Dashboard

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What it does

Sets up a manager-facing weekly coaching rollup covering per-rep talk-listen ratio, topic coverage, and a leaderboard, delivered every Monday with action-item suggestions, turning meeting intelligence into concrete coaching conversations.

You get

a weekly rep-coaching rollup

How it works

Measure talk time per rep

analyze_talk_listen_ratio

How much each rep talked over the last 30 days by call type, against the healthy range (around 40% on discovery, 55% on demo), with the trend on the prior month.

Produces:Talk/Listen Analysis

Pull each rep's skill gaps

get_meeting_coaching_insights

The top three skill areas for each rep from the last 30 days of calls, each backed by the moment in the transcript that shows it.

Produces:Coaching Insights

Rank the team

get_meeting_leaderboard

Reps ranked on discovery questions per call, meetings that move a deal forward, follow-up sent within 24 hours, and objections resolved.

Produces:Leaderboard

Send managers a Monday brief

Create Workflow

Every Monday at 8am each manager gets their team's ranking, a per-rep brief with quotes from real calls, and a suggested action for each rep.

Produces:Workflow

Track whether coaching lands

Build Dashboard

Share of reps who got a brief in the last 7 days, week-over-week movement on the tracked metrics, the biggest improvements, persistent gaps, and delivery rate per manager.

Produces:Dashboard

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