Peer Benchmark Agent

Each month, the agent runs the comparison across the sales team. A full month gives every rep enough calls for their habits to be compared with the team’s consistent top performers.

• Schedule: Monthly
• Scope: The whole sales team

Next, the agent pulls the calls completed by the whole team during the previous month. It includes every rep, not only the top performers, because the comparison needs the calls used to establish the benchmark and the calls for each individual rep.

• Period: The previous month
• Include: Calls from every rep on the team

Using the calls from reps who hit quota three quarters running, the agent identifies the habits they share. It describes what these reps consistently do on calls, creating the peer benchmark used for the individual comparisons.

For each rep, the agent compares their calls with the habits shared by the consistent top performers. It names the two habits where the rep differs most and identifies a call that shows each difference, giving the manager a specific place to start coaching.

The agent saves each rep’s comparison as its own benchmark record. Keeping each monthly comparison separate makes it possible to see whether the rep’s gaps are closing over time.

• Create: One peer benchmark record per rep
• Store: The two habits where the rep differs most and the call for each
• Keep: Each monthly comparison as a separate record

Finally, the agent emails the peer benchmarks to the sales managers. Managers can use the specific habit differences and example calls to inform coaching and PIP decisions.

• Recipients: Sales managers
• Include: The peer benchmark for each rep