How Frontline Managers can use AI for efficient call analysis

This workshop will cover the key moments and skills that managers need to be coaching their reps on, and how they can use ChatGPT to provide efficient and objective analysis of rep performance on calls.

AI tools provide a big opportunity for front line managers:

1) Time savings: Using AI to do more efficient call analysis using call transcripts
2) Bubbling up insights & coaching moments: Using AI to identify the gaps on calls, and what reps should be doing to fix those gaps

But, to take advantage of this, you need to provide AI (such as ChatGPT, Bard, etc.) with prompts and rubrics to facilitate this.

This workshop is best for:

  • Frontline managers looking for the right ways to infuse AI into their rep coaching

Things you’ll learn:

  • How to prompt AI to analyze call recordings, according to an objective rubric
  • The key things that you as a manager can analyze in order to make an impact
  • How to take these insights in order to structure and conduct effective role plays with your reps


Dan Smith
Chief Learning Officer
Winning by Design
Roee Hartuv
Roee Hartuv
Revenue Architect
Winning by Design

Looking for more information?
Get in touch.

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