Prep the 1:1
Walk into every rep 1:1 with recent call evidence, deal risks and open actions pulled together.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads open pipeline, recent scored calls, prior 1:1 notes and open actions, narrowed by what you ask
- 3Reason
Focus on what changed since the last 1:1 and what needs a decision
- 4Act
Build a one-page brief with call evidence, deal risks and open actions, returned in Ask Avoma
- 5Human judgment
Manager decides what to raise and in what order
Prompt
Prepare a focused 1:1 coaching brief. Ask Avoma reviews rep conversations, deal risks, and open actions to surface discussion priorities with supporting evidence.
Prepare my 1:1 with [Rep]. Use their last [two weeks] of calls, scorecards and open deals to summarize their strongest and weakest call behaviors, deals that need attention, and open actions from our last 1:1. Suggest the one coaching theme to focus on.
What good looks like
A 1:1 lands when it has one focus and evidence to back it.
Lead with one coaching theme
A list of 6 issues gets you 6 nods and no change.
Bring a call moment for every point
Evidence keeps the conversation about behavior.
Open with last week's actions
Reps follow through when they know you'll check.
Customer stories
What teams say
The call coaching functionality offers detailed feedback on our sales calls, pinpointing areas of strength and opportunities for improvement
I love Sandler scorecards. We use them as coaching opportunities for the team and myself too.
That my reps actually use Avoma, it saves them time, takes detailed notes & allows them to self analyze/coach their own calls
I want to look at last week's calls from a specific CSM, review them against my coaching playbook, and have this done through Claude and MCP to semi-automate the whole thing.
Avoma is agreat tool for AEs and sales folks in general to look back at their conversations. It's a great asseser of how you performed on the call and a kind personal assistant to help you not miss any imoportant stuff discussed during the meeting.
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