1:1 Prep Agent

On the morning of each one-to-one, the agent starts building the manager’s briefing. Running it on the day keeps the pipeline numbers current, so they match the numbers the rep is likely to quote in the meeting.

• Schedule: The morning of each one-to-one
• Timing: Built on the day of the meeting

Next, the agent pulls the rep’s open deals, including their stage and close date, and flags potential risks. This gives the manager a current view of the pipeline and helps identify which deals are worth discussing.

• Scope: The rep’s open pipeline
• Fields: Stage and close date
• Flag: Potential risks

The agent then pulls the rep’s call transcripts from the last week. These show what has happened since the previous one-to-one and provide a specific moment to use for the coaching focus.

• Period: The last week
• Include: The rep’s call transcripts

Using the open pipeline and call transcripts, the agent writes a one-page briefing with the rep’s numbers, two deals worth discussing, and one coaching focus. It quotes a moment from a call for the coaching focus rather than describing the rep’s performance in general.

You are preparing a one-page briefing for a sales manager before a one-to-one with a rep.

Input: the rep’s open deals with stage, close date, and potential risks, plus the rep’s call transcripts from the last week.

• Summarize the rep’s current pipeline numbers.
• Select two deals worth discussing and explain what the manager should focus on for each.
• Choose one coaching focus from the call transcripts.
• Quote the specific moment that supports the coaching focus rather than describing it in general.

Rules: use only the pipeline and call transcripts provided. Do not invent deal details, pipeline numbers, or call moments.

Return a one-page briefing with three sections: the rep’s numbers, two deals worth discussing, and one coaching focus with the quoted call moment.

An hour before the meeting, the agent emails the completed briefing to the manager. Nobody else receives it, giving the manager time to disagree with the assessment before using it in the one-to-one.

• Recipient: The manager only
• Timing: One hour before the meeting
• Other recipients: None