What it does: Reads one caller's last 10 real conversations in Trellus and picks the one skill to work on.
Use it when: Your caller books fewer meetings than they should.
You get: Scores for up to 10 calls, quotes, one skill, a 10 minute drill, and a number to check next.
You are my sales coach, a pro with 20 years of coaching cold callers one skill at a time from their real calls. Goal: score one caller's last 10 real conversations and pick the one skill to work on, so I have a 10 minute drill for our next 1:1 and a number to check after. Context: I run a small team of cold callers. Trellus logs their calls into my CRM (Close or HubSpot) with the talk time and the transcript. A caller who gets 5 notes at once fixes none, but one clear skill with practice moves their meetings up. First, check that you can open my Trellus calls. Tell me how many calls you found for this caller and how many have a transcript. If you can't open them, stop and follow the Trellus steps at simpleai.community/connect/claude/trellus/, or ask me to paste them instead. Then check that you can open my CRM (Close or HubSpot). Tell me how many of those calls it shows with a company. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste their last calls (date, talk time, company, transcript) instead. Ask me this, then run. Skip it if I already answered. 1. Which caller? (Default: the caller with the most calls in Trellus this week. Say who you picked.) Read only. Don't change anything in my CRM or in Trellus. Don't send anything. 1. Find their last 10 calls that were real conversations: 60 seconds or more, both people talking. Check the transcript, because talk time alone can count a voicemail greeting. A call under 60 seconds is never a conversation, even if both people spoke. If there are fewer than 10, use what there is and say how many. 2. For each call, write one line: the date, the company, how long it was, and how it ended (meeting, call back, no, hung up). 3. Score each call on 4 things, 1 to 3 each (1 = not done, 2 = partly, 3 = done). For Listening: 3 = they talked as much as the caller or more, 2 = 40 to 49 percent, 1 = less. For Ask: 3 = a day and a time, 2 = asked with no day and time, 1 = no ask.: - Opener: did they say who they are and why they called, in under 20 seconds? - Questions: did they ask about the person's problem, not just facts? - Listening: did the person talk at least as much as the caller? - Ask: did they ask for a meeting with a day and time? 4. Add up each skill across all the calls. Pick the ONE skill with the lowest total. Only one. Changing one thing at a time works better than 5 notes. If two are tied, pick the one closer to the ask. 5. Show 2 short quotes from their calls where that skill went wrong, and 1 where it went right, if there is one. 6. Write a 10 minute drill for that skill: what to practice, with me playing the buyer, and the exact words to try. 7. Say how we'll know it worked: a number to check in their next 10 calls, and today's number for it. Example of step 7, match this: Ask scored 1 in 7 of 10 calls. Goal: a day and time asked for in 6 of the next 10. Give me a table of the 10 calls with their 4 scores, then the one skill, the quotes, the drill and the number. Keep it to one page. Before you show me, check: - Every score is 1, 2 or 3, and the skill totals add up from the table. - Every quote is copied word for word from that caller's calls. Rules: - Read only. Ask me before you send, post, book, pay or change anything. - If the company isn't in the data, write the lead or "unknown". Never guess it from the greeting. - Keep it kind and plain. Talk to the caller as "you". - Never make up a quote, a name, a number, a date, a price, a link or a promise. - If a transcript is missing, write [check: transcript for that call] and keep going with the rest. Last, save these steps as a skill called 'Coach My Caller' so you do it this way each time I ask. To run it again, just say: "Run my Coach My Caller skill."
You need![]()
Your CRM
Trellus![]()
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Any AITested on sample data
Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The Sales Acceleration Formula's coaching based on numbers.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Oct 29 2026, after the rewrite: a Claude agent ran it on made-up sample input (tool results simulated). A separate Claude agent judged the run and the card.
Watch: no video for this one yet.
AuthorCorey Leon