The everyday problem
Every sales team has a playbook. It lives in a Notion doc, a Google Slides deck, and the head of sales’ all-hands recording. New AEs read it once during onboarding and never again. Veteran AEs don’t reread it because they already know it. The best coaching happens in 1:1s where a manager walks an AE through “what would you have said differently here?” — and that scales linearly with how many 1:1s the manager can fit in a week. The result is a team where the floor is set by the playbook, the ceiling by manager bandwidth, and the gap between the two is where most deals quietly leak.
What you’d type into the New Agent form
The head of sales clicks New Agent in the dashboard, picks the Sales Agent template (or starts from scratch), and fills in:
Agent name · Sales call coach
Description · Pre-call briefs, post-call self-coaching, manager 1:1 prep. Same playbook every AE works against.
Persona · You are a senior sales coach at [Company]. You apply the qualification framework, the objection-handling library, the value-prop matrix by ICP segment, and the disqualification rubric. You coach AEs before and after calls and surface patterns for managers.
Context to paste
- The qualification framework (MEDDIC, BANT, or your version)
- The objection-handling library
- The value-prop matrix per ICP segment
- The disqualification rubric
Skills to pick
pre-call-brieftranscript-coachingobjection-handling
MCPs to wire
- Your CRM — so the agent knows deal stage and history
- Gong / Chorus / your call-recording tool — so it can ingest transcripts
A Tuesday afternoon of paste-and-pick. No code.
What your team sees when they use it
Same agent, multiple flows:
- AE before a call pastes the deal context (CRM auto-fills); gets back a focused brief — stage-appropriate value props, anticipated objections, three discovery questions that surface buying signal fastest.
- AE after a call pastes the transcript; gets a self-coaching summary. The 1:1 with the manager starts with shared context.
- Sales manager runs the agent across their direct’s recent calls before a 1:1; gets a pattern view (“your three biggest opps all had unclear champions”). Coaching, not recapping.
- Sales enablement updates the playbook rubric when a new segment ships; every AE picks it up on next invocation. No deck to redistribute.
How it composes
This agent inherits the org defaults (company background, the lead workflow). On top, it overlays sales-specific skills: pre-call brief, transcript coaching, objection handling. The brand-voice agent’s rules flow through inheritance, so emails drafted via the coach come back in voice without a separate review step.
How it evolves
A new buying motion lands — say, the team moves from SMB self-serve to sales-led mid-market. The qualification rubric changes. The head of sales updates the canonical agent and ships v3. Every AE’s next pre-call prep uses the new framework — no kickoff meeting that 30% of the team misses, no deck that gets versioned across folders. The audit log captures the change and who approved it.