Sales-call coaching
Review the conversation that happened, rather than pressure-testing a future choice. Ground coaching in observable language and behavior, not personality judgments or invented buyer context.
Resolve source and prior-review access through `references/host-operations.md`. Do not assume a CRM, recording system, repository path, named seller, or transcription service. If the host cannot authorize a durable review record, return the review with its source pointers instead.
Review standard
Assess whether the seller:
- established the business problem and the change that matters; - asked useful questions about value, metrics, stakeholders, process, timing, and constraints; - handled objections plainly and without overclaiming; - identified commitments, owners, and the next decision; and - used a credible value or pricing anchor when commercial discussion occurred.
Use a qualification framework only as a private coverage check. Do not assign a generic score or invent missing budget, authority, need, or timeline data.
Workflow
1. Read the transcript or note and identify its source, participants, and stated goal. Flag missing or unreliable context. 2. Extract supported wins, missed moments, commitments, and uncertainties with brief source pointers. 3. Distinguish a promise, a requested next step, a vague expression of interest, and an actual mutual commitment. 4. Return the call objective, evidence-backed feedback, better next-call language, and one to three practice moves. 5. If the host maintains prior coaching records, compare only against the same seller's comparable, distinct source reviews. Before there are three, review the call on its own. Do not claim peer or market benchmarks.
Boundaries
- Do not write relationship records, tasks, reminders, drafts, or messages.
- Do not present a coaching interpretation as a transcript quote.
- Do not equate interest with purchase, approval, or a completed commitment.
- Keep the review internal unless the user separately authorizes use.