📅 Today — Sales Actions
1
Log Keith's appointments in GHL
Mark showed / no-showed · Record result for each
2
Review coaching triggers
If show rate <60% → fire Sam coaching loop
3
Check GHL pipeline movement
Any deals advanced or stalled today?
—
Appts Today
Update from GHL
📋 Today's Appointment Log
| Time |
Prospect |
Showed |
Result |
Stage |
| Log appointments in GHL · Sam coaching loop fires on patterns |
📌 Appointments pulled from GHL pipeline. Log outcomes daily. Sam agent analyzes after each call.
Update
Keith Show Rate
Target: ≥60%
Update
Keith Close Rate
Target: Match Sam
📈 Keith — 30-Day Rolling Performance
| Week | Scheduled | Showed | Show Rate | Results | vs Sam |
|---|
| This Week |
— |
— |
— |
— |
Log GHL |
| Last Week |
— |
— |
— |
— |
Log GHL |
| Wk -2 |
— |
— |
— |
— |
Log GHL |
| Wk -3 |
— |
— |
— |
— |
Log GHL |
📌 Pull weekly from GHL. Sam agent scores each call and feeds coaching brief to Keith's next session calendar invite.
💼 Keith's Active Pipeline
| Prospect | Brand | Stage | Last Touch | Next Action |
|---|
| Pull from GHL — filter by owner: Keith |
Sam
Benchmark Rep
FKI's top performer
TBD
Sam Show Rate
Update weekly
📊 Keith vs Sam — Head to Head
📌 Sam agent pulls transcript scores weekly. Benchmark bars update automatically once Sam coaching loop feeds data.
🤖 Sam Agent — Coaching Loop
📞 After every Keith call: Sam pulls transcript, scores against Klaff/Voss/Belfort frameworks, identifies drop-off moments, delivers coaching brief.
📅 Before every Keith call: Sam reviews last 3 calls, builds training brief attached to the calendar invite.
🤖 GHL Bot training: Same performance data trains the GHL chatbot and calling bot weekly.
🎯 Active Coaching Triggers
Show Rate <60%
Sam coaching loop fires immediately. Pre-call brief includes confirmation scripts and day-before reminder cadence playbook.
Monitor
Pitch Drop-off
Sam identifies exact moment in transcript where momentum was lost. Provides reframe for next call.
Auto
Close Rate <Sam
Weekly comparison. If Keith trails Sam by >15%, escalate to full week coaching intensive. Belfort straight-line script review.
Weekly
Deal Stalled 14d
Piper flags. Sam generates re-engagement brief. Keith gets exact talk track for re-activation call.
Auto
Post-FDD silence
Candidate goes silent after FDD sent. Sam generates 3-touch re-engagement sequence. If no response in 7 days → escalate to Bennett.
Piper triggers
📚 Coaching Frameworks (Sam uses)
Klaff (Pitch)
Pitch Anything framework. Sam scores framing, intrigue, prizing, and time constraint. Identifies where Keith loses frame control.
Voss (Negotiation)
Never Split the Difference. Sam scores tactical empathy, mirroring, and labeling moments. Catches Keith being too eager.
Belfort (Close)
Straight Line system. Sam identifies whether Keith is running the straight line or letting prospects pull him off track.
⚡ Dispatch Training Now
Tag Sam in #leo-auto to trigger coaching on a specific call:
@Sam — score Keith's call from [date/time]. Focus on [show rate / close attempt / framing]. Post brief to Keith's next calendar invite.