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Generate coaching notes for a manager preparing a 1:1 with a rep, covering activity, engagement quality, conversion efficiency, and areas for improvement.
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SOC 職業分類に基づく
Helps sales reps break into target accounts via Amplemarket. Runs deep research on the company and key people, identifies the buying committee, surfaces possible engagement angles, recommends who to reach out to and why, and creates personalized multi-channel sequences. Use when a rep wants to research, plan, or execute outreach against a target account — net-new or re-engagement.
Interactively refine your Ideal Customer Profile through guided questions, web research, and iterative Amplemarket searches until your targeting criteria are dialed in.
Build a visual, interactive org chart for any target account using Amplemarket and HubSpot MCP data. Combines contact discovery, enrichment, outreach history, CRM deal context, and relationship signals into a single React-based visual. Use this skill whenever the user asks to map an org structure, visualize contacts at a company, understand outreach status across an account, build a stakeholder map, do account-based research, cross-reference with CRM, see account penetration with CRM data, or map a specific team. Trigger phrases include: "show me the org chart for [company]", "who do we know at [company]", "map the buying committee", "show me outreach status for [account]", "pull all contacts at [domain]", "account map", "stakeholder map", "account penetration", "engineering org chart for [company]", "map the product team at [company]", "deal context for [account]".
Map untapped departments and roles within existing accounts to surface expansion opportunities, then find contacts in whitespace areas with personalization that references your existing relationship.
Analyze existing HubSpot customer accounts to find untapped departments and personas, map whitespace against the full organizational structure from Amplemarket, and generate expansion outreach referencing the existing customer relationship.
Help AEs get a status check on their accounts with open deals -- where things stand, where to focus, and what next steps to take.
| name | rep-coaching-brief |
| description | Generate coaching notes for a manager preparing a 1:1 with a rep, covering activity, engagement quality, conversion efficiency, and areas for improvement. |
| metadata | {"author":"amplemarket","version":"1.0.4","category":"Team & Coaching"} |
| compatibility | Requires Amplemarket MCP server |
Generate coaching notes for a manager preparing a 1:1 with a rep, covering activity, engagement quality, conversion efficiency, and areas for improvement.
When a manager wants coaching notes on a specific rep, query analytics for that rep's performance across key metrics, compare to team averages, and present a structured brief for the 1:1.
Identify the rep and scope. The user will name a rep or provide their email. Default to last 30 days. Ask if they want a different timeframe.
Gather the data by submitting these analytics questions via mcp__claude_ai_Amplemarket__ask_analytics:
Submit all in parallel, poll with mcp__claude_ai_Amplemarket__get_analytics_result.
Analyze relative to the team. For each metric, compare the rep to the team average. Identify:
Present a well-formatted coaching brief. Lead with a quick summary of the rep's standing, then break down strengths, areas for improvement, and specific talking points for the 1:1. Include the data backing each point.
User prompt: "Give me coaching notes for David Kim ahead of our 1:1"
Simple example output: The agent finds David's email volume is 15% below team average, but his reply rate is 2x the average. Meetings booked are average. His top sequence outperforms the team's best. Recommends the coaching focus on increasing David's volume since his engagement quality is excellent -- more sends at his reply rate would likely mean more meetings. Presented as a brief with a strengths section, improvement areas section, and suggested 1:1 talking points.
| Problem | Solution |
|---|---|
| Rep name is ambiguous | Ask for the rep's email to match exactly in analytics queries. |
