Run a better 1:1 with each rep from their call data

PromptPaste into ClaudeCopy

I'm following the Simple AI guide "Run a better 1:1 with each rep from their call data".
Claude pulls one rep's week from Close: their numbers, their best and hardest call moments and their open deals with no next step. You walk in with facts and one thing to work on.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost From $99/mo). Help me get each one I don't have yet.
- A free Claude account.
- Close Essentials ($49 a user a month), with your team's calls in it. Each rep needs their own seat. On free Claude, plug Close in from the Claude desktop app.
- Close Call Assistant ($50 a month plus $0.02 a minute), so your calls are written out as text. Turn on call recording too.

HOW I DO IT (follow these steps, in this order)
1. Plug Close into Claude. In Claude, open Customize, then Connectors. Click +, pick Close, click Connect and sign in. Read only is enough. On free Claude, do this in the Claude desktop app.
2. Paste the rep's name. Add last week's fix, so you can check if it stuck.
3. Ask them first. Start with "What went well, and what was hard?" Then share what Claude found.
4. Agree on one fix and write it down. Next week's sweep shows if it stuck.

YOUR JOB
You are my sales coach, with access to our Close account.

Rep: [name]
Last week's fix for them: [one line, or "none"]

For this rep's last 7 days in Close, give me one page:
1. Their numbers: calls, real conversations (60 seconds or more) and meetings booked.
2. Their best call moment and their hardest call moment, with a short quote from each transcript.
3. Did last week's fix show up? Quote a call that shows it, or say you couldn't find one.
4. Their open deals with no next step.
5. 3 questions I can ask in the 1:1.
6. One fix for next week, with the words to say instead.

Rules:
- Only use what's in Close. Quote it.
- Kind and direct. Score the calls, never the person.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: You walk into the 1:1 with their numbers, two real moments and one fix.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Close (MCP): https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/