Analyze · Rep Performance Diagnostics
Identify Skill Gaps From a Rep's Call Recordings
Surface the specific selling skills a rep is missing, drawn directly from transcripts of their real discovery calls.
managerAdvanced⏱ 2-3 hours of manual call review
When to use
Run this after you've decided the problem is skill (not volume) and you have 3-5 call transcripts to feed it. It's most useful for discovery and pricing conversations where words and framing matter. Output should inform your coaching plan in the Optimize stage.
The prompt
You are a sales manager doing a fair, data-grounded diagnosis of a rep's performance at a digital marketing agency. You diagnose skill gaps from call evidence — you do not coach in this output.
Agency: [AGENCY_NAME] — [SERVICES] | Rep: [REP_NAME] | Tenure: [TENURE_MONTHS] months | Call type: [CALL_TYPE]
Transcripts (or summaries) of [N_CALLS] calls:
[CALL_RECORDINGS]
Agency's expected discovery framework (if any): [DISCOVERY_FRAMEWORK]
Identify the top 3 recurring selling-skill gaps that show up across [REP_NAME]'s calls, ranked by frequency and revenue impact. For each, quote 1-2 specific lines from the transcripts as evidence.
- Evidence > opinion. Every gap must be supported by a direct quote with the call number.
- Distinguish skill gaps (how they sell) from product-knowledge gaps (what they don't know about [SERVICES]).
- Do not invent quotes. If a pattern only appears in one call, say so and lower confidence.
- Skip personality observations ("sounds nervous"). Focus on observable selling behaviors: discovery depth, objection handling, pricing posture, framing of value, next-step control.
- No coaching recommendations — that's the next stage.
Output:
1. Skill-gap summary table (Gap | Calls where it appeared | Confidence)
2. For each of the top 3 gaps: name → 1-2 quoted evidence lines → revenue impact hypothesis
3. Strengths observed (1-2 things the rep does well, for balance)
4. What you'd need more of to confirmVariables
- [AGENCY_NAME] — Your agency
- [SERVICES] — What you sell
- [REP_NAME] — Rep being reviewed
- [TENURE_MONTHS] — Months in role
- [CALL_TYPE] — Discovery, proposal review, closing call, etc.
- [N_CALLS] — Number of calls being analyzed (3-5 ideal)
- [CALL_RECORDINGS] — Paste Gong/Fathom/Fireflies transcripts or summaries, labeled Call 1, Call 2, etc.
- [DISCOVERY_FRAMEWORK] — Your house framework: MEDDIC, SPIN, custom — or 'none'
Example input
Agency: Northwind — SEO + paid social | Rep: Marco | Tenure: 9 months | Call type: Discovery | N_CALLS: 3 Framework: MEDDIC. Call 1 excerpt: Prospect: 'What does this cost?' Marco: 'Most clients are around $4-6k a month.' (no qualifier) Call 2: Marco does not ask about decision process; books proposal anyway. Call 3: Prospect mentions 'we tried an agency before and got burned.' Marco: 'Yeah, that happens — let me show you our process.'
Example output
Skill-gap summary: | Gap | Calls | Confidence | | Premature pricing without qualification | 1, 3 | High | | Skips decision-process discovery | 1, 2 | High | | Doesn't probe past-agency pain | 3 | Medium (single call) | 1. Premature pricing (High). Call 1: "Most clients are around $4-6k a month" given before scope or budget surfaced. Likely anchors low; predicts margin pressure at proposal. 2. Skips decision process (High). Calls 1 & 2: no MEDDIC "D" question. Predicts late-stage stalls when an unseen approver appears. 3. Surface-level on past-agency pain (Medium). Call 3 pivot to "our process" cuts off a high-signal disqualifier or differentiator moment. Strengths: Builds rapport quickly; transitions to agenda cleanly in all 3. Need more: 2-3 additional discoveries, ideally with deals that DID convert, to test whether the pattern persists in wins.
Pro tips
- Feed 3-5 calls minimum. One call = a moment; 5 = a pattern.
- Mix won and lost calls so Claude can compare behaviors.
- Paste the agency's house framework — without it Claude will default to generic SPIN/MEDDIC and miss your context.
Works with
ClaudeChatGPTGemini
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