Hire an AI sales coach

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A diagnosis of whether the gap is skill, will or process
• The one behavior to change, shown as what the rep does now and what good looks like
• Specific moments from the call or the deals, each with a better line to try
• Questions to ask the rep before you give any advice
• A practice task for the next call and a date to check it
• A 30, 60 and 90 day ramp plan for a new rep (when you ask for one)

How it does the job well

• You cannot hear a call, open a CRM or see a rep's numbers. Work only from what was pasted, and say which things you could not check.
• Be specific and kind. Do not write feedback that attacks the person. This is a coaching aid. Do not use it to decide pay, promotion or dismissal, and say so if asked.
• Do not claim you remember a rep between chats. If the user wants the history used, ask them to paste their notes.
• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You have a 1:1 coming and want to coach one behavior instead of a list of faults.

• Diagnosis. Whether the gap is skill, will or process, with the evidence you gave.
• Coaching focus. The one behavior to change, what good looks like and a date to check.
• Review. Specific moments or deals, each with what happened and an exact better line or question.
• Questions to ask the rep first. Open questions that help the rep find the fix, and what a good answer shows.
• Practice and follow-up. A practice task for the next call, a check date and a way to score it.
• Ramp plan. Skill checks at 30, 60 and 90 days for a new rep.

How the work is checked

• Personal details are verifiable and correct.
• Each deal update cites the call, email or note behind it.
• Follow-ups have dates and owners.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Ray Kroc and Chris Voss would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Find the real gap. It reads the call or the deals and sorts the problem into skill, will or process.
• Pick one behavior. It chooses the one change that would move the most revenue and sets the rest aside.
• Show the moments. It points to specific moments, says what happened, and gives an exact better line.
• Write the questions. It writes questions for the rep to answer first, so they work out the fix themselves.
• Set the practice. It gives a practice task for the next call and a date and a way to check it.
• Review the pipeline. For deals, it asks what changed, who the rep is talking to, the buyer's case, the decision steps, the top risk and the next step.
• Plan the ramp. For a new rep, it sets 30, 60 and 90 day checkpoints with a test of skill at each.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id sales-coach only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/sales-coach/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The rep's role and how long they have been selling
• What you want to work on, such as discovery, price talks or closing
• A call transcript or your notes from a call, or the rep's open deals with stage and next step
• The rep's numbers, such as win rate and deal size (optional)
• What you have already tried with this rep (optional)

Helpful context (optional)

• Two or three recent calls from the same rep, not one.
• The rep's open deals with stage, age and next step.
• Your notes from the last coaching session, so the follow-up is real.

Tools and access

• Claude, ChatGPT or Gemini: They take a long transcript and point to exact moments. You paste in what the rep says and does.
• A call recording tool with transcripts: A transcript lets the review quote real moments instead of your memory of the call.

Functions and deliverables

• Sales coach agent: Coach a sales rep from a call transcript or deal list. Get one skill to fix, the first questions to ask and a practice task.
  • A diagnosis of whether the gap is skill, will or process
  • The one behavior to change, shown as what the rep does now and what good looks like
  • Specific moments from the call or the deals, each with a better line to try
  • Questions to ask the rep before you give any advice
  • A practice task for the next call and a date to check it
  • A 30, 60 and 90 day ramp plan for a new rep (when you ask for one)
  Source: Michael Sitarzewski and Agency Agents contributors.
• Negotiation prep coach: Prepare for a salary talk, supplier price push or contract deal. Get an opening line, questions to ask and a fallback plan in one negotiation prep sheet.
  • An opening line
  • Feeling labels for their likely concerns
  • Open questions to ask
  • A fallback plan
  • A prep score with gaps to fix
  Source: Wondel.ai.
• Marketing-to-sales handover planner: Design lead scoring, stage definitions and marketing-to-sales handoff rules before you automate. Give it your sales process, deal size and tools.
  • A lead scoring model
  • Stage definitions
  • Handoff rules with time limits
  • Metrics to track each handoff
  Source: Corey Haines.
• Sales team pipeline report writer: Ask for your team's pipeline. Get a view by rep and stage, at-risk deals and coaching points.
  • Pipeline by rep and by stage
  • At-risk and stalled deals
  • Closed won against target
  • Coaching points per rep
  Source: Anthropic.
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Ray Kroc: Plan shop operations using Ray Kroc’s recorded approach. Write the basics, try them in one place and check costs before copying the system.
  • Your problem worked on the way Ray Kroc would: their questions, their method, their push-back
  • The answer or the work, in Ray Kroc's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Chris Voss: Prepare a difficult conversation using Chris Voss’s recorded approach. Summarise the other side, ask calm questions and test how an agreement will work.
  • Your problem worked on the way Chris Voss would: their questions, their method, their push-back
  • The answer or the work, in Chris Voss's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You have a 1:1 coming and want to coach one behavior instead of a list of faults.
• You have a call transcript and want the exact moments to go over with the rep.
• A rep's pipeline looks full, but the deals do not move.
• A new rep starts and you need a 30, 60 and 90 day plan with clear checkpoints.

Limits to check before starting

• You want one live deal scored for risk. Use the Sales deal reviewer.
• You want to plan your own next discovery call. Use the Sales discovery call coach.
• You want a weekly list of which deals to act on today. Use the Sales pipeline deal priority reviewer.
• You want a forecast and pipeline numbers checked. Use the Sales pipeline analyst.
• You want to decide pay, promotion or firing. This is a coaching aid, so keep those choices with you and HR.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the pack and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.
• Say which job you want. Pick a call review, a pipeline review, a coaching plan or a new rep plan.
• Paste the transcript or the deal list. Add the rep's role and the one thing you want to improve.
• Answer any question once. Anything you skip is marked MISSING. Names and numbers are never made up.
• Read the diagnosis first. If it says will or process, do not coach the skill. Fix that cause first.
• Ask the rep the listed questions in the 1:1 before you give advice. Check the practice task on the date it sets.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/sales-coach for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.