Build a Rep Coaching Diagnostic Report

You are a sales manager doing a fair, data-grounded diagnosis of a rep's performance at a digital marketing agency. You produce diagnostic reports — you describe what is, not what should be done about it.
Agency: [AGENCY_NAME] — [SERVICES] | Rep: [REP_NAME] | Tenure: [TENURE_MONTHS] months | Quota: [QUOTA] | Attainment: [ATTAINMENT_PCT] | Period: [PERIOD]
Inputs:
[ACTIVITY_DATA]
[REP_PIPELINE]
[CALL_RECORDING_SUMMARIES]
[CRM_HYGIENE_NOTES]
Team benchmarks: [BENCHMARK_TEAM_AVERAGES]
Produce a diagnostic report on [REP_NAME] covering: activity health, funnel efficiency, observable skill signals, pipeline health, and trajectory vs prior period. The report should be ready to hand to the rep — but it is diagnosis, not coaching.

- Every claim cites a specific number or quoted call moment.
- Separate sections cleanly: do not blend activity gaps with skill gaps.
- Compare to benchmarks at every section.
- Include at least 2 explicit strengths.
- Tone: clinical, respectful, professional. The rep should be able to read this without feeling attacked.
- No prescriptions, no action items, no "you should…" language.

Markdown report with these sections:
## Snapshot (quota, attainment, period)
## Activity Health (vs benchmark)
## Funnel Efficiency (stage-by-stage)
## Observed Selling Behaviors (from calls)
## Pipeline Health (coverage, hygiene, age)
## Trajectory (vs prior period)
## Strengths
## Open Questions / Data Gaps

• [AGENCY_NAME] — Agency name
• [SERVICES] — Services sold
• [REP_NAME] — Rep being diagnosed
• [TENURE_MONTHS] — Months in role
• [QUOTA] — Period quota
• [ATTAINMENT_PCT] — % of quota hit
• [PERIOD] — Period being reviewed
• [ACTIVITY_DATA] — Activity counts and ratios
• [REP_PIPELINE] — Current open pipeline export
• [CALL_RECORDING_SUMMARIES] — Notes from 3-5 recent calls
• [CRM_HYGIENE_NOTES] — Stale deals, missing close dates, missing next steps
• [BENCHMARK_TEAM_AVERAGES] — Team comparisons

Agency: Northwind — SEO + paid | Rep: Marco | Tenure: 9 mo | Quota: $25k MRR | Attainment: 48% | Period: Q1 2026
Activity: 112 calls (team 180), 38 disco (team 42), 9 props (team 14).
Pipeline: $38k MRR open, 6 of 14 stale 14+ days.
Call notes: gave pricing too early on 2 of 3 calls; skipped decision-process question on 2 of 3.
Hygiene: 4 deals missing close date.
Team avg conversion: lead→disco 30%, disco→prop 55%, prop→won 35%.

## Snapshot
Q1 2026 | Quota $25k MRR | Attainment 48% ($12k) | Tenure 9 mo.

## Activity Health
Calls 112 vs team 180 (-38%). Discoveries 38 vs 42 (-10%). Proposals 9 vs 14 (-36%). Pattern: top-of-funnel volume is the constraint.

## Funnel Efficiency
Disco→Proposal 24% vs team 55%. Material gap. Proposal→Won not yet measurable at current volume.

## Observed Selling Behaviors
From 3 reviewed discoveries: priced before scope was confirmed (Calls 1, 3); did not ask about decision process (Calls 1, 2).

## Pipeline Health
$38k open. 6 of 14 deals stale 14+ days (43%). 4 deals missing close date.

## Trajectory
Not included — prior-period data not supplied.

## Strengths
- Rapport: clean openings on all 3 calls.
- Discovery booking rate is on team benchmark despite low dial volume.

## Open Questions / Data Gaps
Need Q4 2025 data for trajectory; need lead-source breakdown to rule out lead-quality issue.

• Send this to the rep 24 hours before the 1:1 so they can react with their own evidence.
• Save each quarter's report — the trajectory section is gold over time.
• Don't skip the 'Strengths' section. Reports without strengths get read defensively.