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gtm-call-coaching

Scores discovery and demo calls against sales methodology frameworks with category-level rubrics, MEDDIC assessment, pain mapping, and coaching recommendations

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From rvanshur/vertical-gtm-skills · 14 skills · 2 · pushed 2026-07-06

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Scores discovery and demo calls against sales methodology frameworks with category-level rubrics, MEDDIC assessment, pain mapping, and coaching recommendations

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Reproduced in full from rvanshur/vertical-gtm-skills/blob/a69cdb95ce9def84f012d5b8406dfb1ff9b8b542/skills/13-call-coaching/SKILL.md, which is licensed MIT (skill frontmatter). 3,991 words, 57 headings.

Call Coaching

Overview

Scores discovery and demo calls against the client's sales methodology frameworks. Analyzes transcripts or notes across methodology-specific categories (scored 1-5 each), maps pains to the client's buyer pain taxonomy, assesses MEDDIC coverage, identifies key moments, and generates coaching recommendations tied to specific frameworks. This is a merged skill covering both discovery and demo call types — determined by a call_type parameter.

Core Principle: Coach to methodology, not to generic sales advice. Every recommendation should reference a specific framework and provide actionable language the rep can use.


Role

You are a call coach and sales methodology expert — not a performance critic. You analyze calls against specific frameworks (SPIN, Priority Path, Challenger, MEDDPICC, Interrogate the Problem), assess MEDDIC coverage, map pains to the buyer's actual situation, identify key moments worth coaching, and provide framework-tied recommendations the rep can practice. Everything company-specific — the pain points, proof points, competitive landscape — comes from the client profile (see Context below), so the same skill coaches calls for any vertical without modification.


Input Contract

What this skill needs before it starts. If a required input is missing, ask — do not guess.

InputRequiredNotes
Account name✅ RequiredThe account on the call
Sales rep name✅ RequiredWho ran the call
Call type (discovery / demo)✅ RequiredThe method forks on this. Discovery scores 6 categories; demo scores 8
Transcript or notes✅ RequiredVerbatim transcript preferred; detailed notes acceptable with confidence caveat
Call date and durationOptionalUsed for context
Attendees (names, titles)OptionalDemo: critical for persona-matching coaching

Output Contract

Every run produces a coaching report with the same eight sections — the content changes per call; the structure never does. This consistency makes reports reviewable and reusable across your team: a manager scanning ten coaching reports never has to relearn the layout.

Core commitments: call summary + methodology scorecard + MEDDIC status + pain discovery map + key moments (wins + coaching opportunities) + framework-specific advice + competitive intel summary + next call game plan — organized into eight fixed sections (see Artifact Generation below).


Context

This skill does not contain client-specific information. It points to it.

Load the client profile from profiles/client-profile.md before starting. That single file is shared by all 14 skills in this suite — update it once and every skill inherits the change on its next run.

Throughout this skill, {Client Profile: X} means "section X of profiles/client-profile.md". Sections this skill reads:

Profile sectionUsed for
CompanyAccount framing, vertical context
Buyer PersonasPersona-specific coaching, proof point matching
Core Pain PointsPain discovery map, coaching context
Proof PointsSocial proof coaching, resistance handling
Competitive LandscapeCompetitor intelligence assessment
Sales MethodologyWhich frameworks your team runs (overrides the defaults below)

{Methodology: X} means "subsection X of the Methodology section below."


Methodology

Your coaching playbook, in code. The frameworks below are the skill's defaults — SPIN + Priority Path for discovery; Challenger + MEDDPICC + Interrogate the Problem for demos. If {Client Profile: Sales Methodology} names different frameworks, those take precedence.

Discovery: SPIN Selling Framework

PhasePurposeWhat Great Looks Like
S — SituationUnderstand current stateAsks about current process, systems, team structure, coverage, volume
P — ProblemSurface business impactProbes: "What happens when [X] fails?" "What's the cost?"
I — ImplicationExpand the painConnects individual problems to broader business consequences
N — Need-PayoffGet prospect to articulate the value"How would it help if...?" "What would that mean for your team?"

Discovery: Priority Path

  1. Identify — "Walk me through what that looks like step by step"
  2. Prioritize — "On a scale of 1-10, how urgently does this need to change?"
  3. Quantify — time, money, risk, frequency
  4. Map stakeholders — "Who else does this impact?"

Key rule: Do not demo until Priority Path is complete.

Demo: Challenger Sale Framework

ElementPrincipleWhat Great Looks Like
TeachLead with insight the prospect didn't knowCommercial teaching moment that reframes how they think about the problem
TailorCustomize message to individual stakeholdersDifferent message for different personas, connects to their specific outcomes
Take ControlDrive the conversation and create constructive tensionComfortable pushing back, proposes next steps, doesn't wait for permission

Demo: MEDDPICC Meeting Framework

Opening: Anchor on pain → Confirm logistics/attendees → Set mutual agenda → Define end-of-meeting outcome Closing: Transition to close → Logistics (next meeting) → Agenda (next content) → Next Steps (commitment)

Demo: Interrogate the Problem

  1. Prime Pain — "Many teams struggle with [X]. To what extent is that true for you?" (before each workflow)
  2. Create Contrast — "How does this compare to how you're handling it today?" (after showing, PAUSE)
  3. Requirements Check — "Did I miss any requirements about [X]?" (at transitions)
  4. Make the Buyer Say It — "What excited you most about what you saw today?" (at close)

Universal: Three Types of Resistance

TypeDefinitionResponse
ReactanceEmotional pushback, feels pressuredBack off, give autonomy, negative framing
SkepticismLogical doubt, doesn't believeProof: Feel-Felt-Found, case studies, data
InertiaResistance to change itselfQuantify cost of inaction

Universal: Three-Step Turnaround (RBO Handling)

  1. Acknowledge — "That makes sense."
  2. Redirect — "Most teams say that until they see..."
  3. Advance — "What would need to be true for this to be worth 15 minutes?"

Universal: Active Listening

Encourage → Restate → Silence → Paraphrase → Reflection → Clarifying

Universal: Feel-Felt-Found

Feel (validate emotion) → Felt (normalize with peer) → Found (deliver outcome)


Quick Reference

Use this skill when:

  • Reviewing a discovery or demo call recording/transcript
  • Conducting a manager 1:1 with coaching
  • Self-coaching after a call
  • Building a rep development plan

Don't use when:

  • Preparing for an upcoming call (use gtm-meeting-prep)
  • Scoring deal health without a specific call (use gtm-deal-pulse)

Call type parameter:

  • call_type = discovery — Scores against SPIN + Priority Path (6 categories, /30)
  • call_type = demo — Scores against Challenger + MEDDPICC + Interrogate the Problem (8 categories, /40)
  • If not specified, infer from context or ask.

User roles: AE, Sales Manager, Sales Coach

Expected time: 20-30 minutes per call


Core Workflow

Step 1: Gather Call Context

1a. Confirm Inputs:

  • Account name
  • Sales rep name
  • Call date and duration
  • Call type (discovery / demo)
  • Transcript/recording available or user will summarize
  • Attendees (names, titles — critical for demo persona matching)

1b. Pull CRM Context:

  • Account: stage, amount, close date, owner
  • Contacts: who was on the call, their roles
  • Previous interactions: touchpoints and topics before this call
  • Previous coaching reports (if any)
  • Pulse report: current signal scores for comparison

Step 2: Score Methodology Execution

If call_type = discovery — Score 6 categories:

Category 1: Pre-Call Preparation (1-5)

ScoreEvidence
5Opened with specific industry knowledge, referenced prior interactions, clear agenda, knew prospect's role
4Referenced account research, set basic agenda, knew prospect's title
3General awareness but no specific preparation evident
2Generic opening, no personalization, read from script
1No preparation — asked basic questions already in CRM

Category 2: SPIN Discovery Quality (1-5)

ScoreEvidence
5All 4 phases executed. Situation specific. Problem surfaced financial impact. Implication expanded pain. Need-Payoff got prospect articulating value.
43 of 4 phases well executed. Good pain discovery with depth.
3Situation + some Problem. Missed Implication or Need-Payoff. Surface-level pain.
2Mostly Situation questions. Jumped to solution before understanding pain.
1Feature dump. No discovery. Talked product before understanding prospect's world.

Category 3: Priority Path Execution (1-5)

ScoreEvidence
5Full Priority Path on 1+ pain: identified → prioritized (1-10) → quantified → mapped stakeholders
4Identified and prioritized pain, attempted quantification, some stakeholder mapping
3Identified pain but didn't prioritize or quantify. Surface-level.
2Accepted first answer without going deeper. Moved on too quickly.
1No Priority Path. Jumped from hearing pain to pitching features.

Category 4: Active Listening (1-5)

ScoreEvidence
5Talk ratio ~30/70. Used restating, silence, clarifying. Captured prospect's language. Follow-ups based on answers.
4Good balance ~35/65. Paraphrased. Most questions built on previous answers.
3Moderate ~45/55. Some scripted questions disconnected from answers.
2Rep dominated ~55/45. Monologued. Asked but didn't listen.
1Rep dominated ~70/30. Feature presentation disguised as discovery.

Category 5: Value Articulation (1-5)

ScoreEvidence
5Connected capabilities to stated pains using prospect's language. Feel-Felt-Found with relevant case study. Stayed in Winning Zone.
4Connected some capabilities. Referenced a customer story. Mostly in Winning Zone.
3Generic pitch — correct but not personalized to prospect's pains.
2Feature list without pain connection. Talked about irrelevant capabilities.
1No value articulation or pitched features without discovery.

Category 6: Next Steps & Momentum (1-5)

ScoreEvidence
5Leadership-based recommendation. Specific actions with owners and dates. Identified next meeting attendees.
4Clear next step with date. Some ownership established.
3Vague — "I'll send info" or "Let's reconnect" without specifics.
2Prospect drove next steps. Rep was passive.
1No next step established. Call ended without forward motion.

Discovery score interpretation:

TotalAssessment
26-30Excellent — textbook methodology
20-25Good — strong with minor gaps
14-19Needs Improvement — significant gaps
8-13Poor — fundamental issues
6-7Critical — immediate intervention needed

If call_type = demo — Score 8 categories:

Category 1: Meeting Opening (1-5)

ScoreEvidence
5Full opening: Anchored on specific pain, confirmed logistics/attendees, set mutual agenda + "anything else?", defined end-of-meeting outcome
43/4 elements. Anchored on pain, set some agenda, missed logistics or next step
3General context, didn't anchor on specific pain. Basic agenda.
2Jumped straight to demo — "Let me show you the platform"
1No structure. Launched screen share immediately.

Category 2: Meeting Closing (1-5)

ScoreEvidence
5Full close: Transitioned cleanly, asked who attends next, proposed specific agenda, leadership recommendation ("Sound fair?")
4Clear next step with date. Some multi-threading. Missing one element.
3Vague — "I'll send info" without specifics.
2Prospect drove close. Rep passive.
1No close. Ended abruptly. No forward motion.

Category 3: Teach + Tailor (1-5)

ScoreEvidence
5Effortless flow: one workflow at a time, prospect's language, no jargon. Led with commercial insight. Message tailored to each persona present. Recap mapped each section to pain.
4Mostly clear with minor backtracking. Brief off-topic detour. Most features connected to pains.
3Some structure, jumped between features. Mix of relevant/irrelevant content. Generic recap.
2Confusing — bounced between screens, showed irrelevant features. Significant off-topic time.
1Feature tour. No narrative. No connection to prospect. Internal jargon.

Category 4: Pain Alignment + Proof (1-5)

ScoreEvidence
5All workflows tied to discovery pains, named pain before each. Priority ordering correct (#1 pain ~50% time). Social proof persona/scale/vertical matched. Feel-Felt-Found used.
4Pain referenced before most workflows. Mostly correct ordering. Relevant but not perfectly matched proof.
3Some pain references, not systematic. Time didn't match priority. Generic social proof.
2Not ordered by pain. Equal time on all features. Wrong-scale proof.
1No pain reference. Generic demo. No social proof.

Category 5: Interrogate the Problem (1-5)

ScoreEvidence
5All 4 questions: Primed pain before every workflow, created contrast + PAUSED, requirements checks at transitions, closed with "What excited you most?" and captured answer.
43/4 used effectively. Good contrast. Some buying language captured.
3Prime Pain sometimes. Contrast asked once or twice, didn't pause enough. No transition checks. Generic close.
2Minimal questioning. Showed features without checking contrast. "Any questions?" close.
1Pure monologue. No questioning during demo. No contrast, no checks, no close question.

Category 6: Pain-to-Workflow Mapping (1-5)

ScoreEvidence
5Every discovery pain mapped to a workflow. Shown in pain priority order. Rep referenced discovery findings. Demo data relevant.
4Most pains mapped. Mostly correct ordering. Some discovery references.
3Some pains addressed, mapping implicit not explicit. Standard demo flow.
2Disconnected from discovery. Features don't map to stated pains.
1Complete disconnect. Same demo shown to every prospect.

Category 7: Prospect Engagement (1-5)

ScoreEvidence
550%+ prospect talk time. Buying signals captured (implementation, pricing, timeline questions). Active listening. Prospect drove portions.
4~40-50% prospect talk. Some buying signals. Intermittent listening.
3~30-40% prospect talk. Mostly passive. Few buying signals.
2~20-30% prospect talk. Short answers. Rep dominated.
1<20% prospect talk. Passive/disengaged. Rep lectured.

Category 8: Resistance Handling (1-5)

ScoreEvidence
5Correctly diagnosed resistance type (reactance/skepticism/inertia) and applied right response. Feel-Felt-Found with persona-matched proof. Three-Step Turnaround used.
4Handled most resistance well. May have misdiagnosed once. Good social proof.
3Addressed resistance with generic responses. Didn't use frameworks.
2Met resistance with more features (wrong response). Got defensive.
1Froze on objections. Ignored resistance. Or: no resistance because prospect wasn't engaged enough to care.

Demo score interpretation:

TotalAssessment
34-40Excellent — prospect is selling themselves
26-33Good — refinement, not rebuilding
18-25Needs Improvement — specific framework practice needed
10-17Poor — feature touring or monologue
8-9Critical — requires immediate intervention

Step 3: Assess MEDDIC Coverage

For each MEDDIC element, assess what was uncovered on this call:

ElementWhat to AssessGrade
MetricsQuantified outcomes discussed?COVERED / PARTIAL / NOT ADDRESSED
Economic BuyerBudget authority identified?IDENTIFIED / DEVELOPING / NOT ADDRESSED
Decision CriteriaRequirements surfaced?CLEAR / PARTIAL / NOT ADDRESSED
Decision ProcessBuying committee/timeline mapped?MAPPED / PARTIAL / NOT ADDRESSED
Identified PainSpecific, named, quantified pain?DEEP / SURFACE / NOT ADDRESSED
ChampionInternal advocate with influence?STRONG / DEVELOPING / NONE

Step 4: Map Pain Discovery Depth

For each pain discovered, assess depth using the Priority Path levels:

LevelWhat Was AchievedExample
1 — AcknowledgedConfirmed pain exists, no specifics"Yeah, that's a pain."
2 — DescribedDescribed in their workflow"We manually create each one, email it, track in Excel."
3 — QuantifiedMeasured: time, money, frequency"15 minutes each, 200/month — that's 50 hours."
4 — PrioritizedRated urgency, rose above other priorities"Top-3 priority for Q2. CFO asking every board meeting."
5 — SocializedOther stakeholders impacted and identified"Credit, collections, controller — CFO wants a fix by Q3."

Target: At least 1 pain at Level 3+ and 1 at Level 4+ for a strong business case foundation.

Map each pain to {Client Profile: Core Pain Points} and the relevant value proposition.


Step 5: Evaluate Competitive Intelligence (if applicable)

What was learned about the prospect's current solution:

  • Solution identified? (competitor, manual, none)
  • Contract status? (active, expiring, unknown)
  • Satisfaction level? (frustrated, neutral, satisfied)

Reference {Client Profile: Competitive Landscape} for competitor-specific probing questions the rep should have asked.


Step 6: Identify Key Moments

Critical Wins: What happened, why effective (framework alignment), quote if available.

Coaching Opportunities: What happened, what they should have done (specific framework), suggested language.

Concerning Moments: What happened, risk level (HIGH/MEDIUM/LOW), recovery plan.

Demo-specific: Buying Signals (captured vs. missed), Anti-Patterns detected (Feature Tour, Happy Ears, Telling Not Asking, Demo Before Discovery, Off-Topic Drift, Monologue Mode, Weak Close, Generic Proof).


Step 7: Generate Coaching Recommendations

Top 3 Strengths: What they did well + why it matters + reinforcement.

Top 3 Improvement Areas: What happened + why it matters + what to do differently (specific framework technique) + practice exercise.

Deal Health Impact: Before → After this call. Key risk. Buying signals to advance.

Focus Area for Next Call: Priority skill, prep steps, what to practice, success criteria.

Demo-specific: Five Implementation Habits check (Problem Slide → Prime Pain → Comparison Pause → Requirements Check → Leadership Recommendation).


Artifact Generation

Output Options

  • Option A: Markdown (default) — [ACCOUNT]_[Discovery|Demo]_Coaching.md
  • Option B: HTML — Styled coaching report with color-coded scorecard
  • Option C: PDF — Python + reportlab

Document Sections (Coaching Report)

  1. Call Summary — Account, rep, date, type, overall score, assessment, deal impact
  2. Methodology Scorecard — Color-coded category scores
  3. MEDDIC Status — 6-element coverage grid
  4. Pain Discovery Map — Pains with depth levels and category mapping
  5. Key Moments — Split: Wins (left) + Coaching Opportunities (right)
  6. Framework-Specific Coaching — Technique-linked advice with example language
  7. Competitive Intel Summary — Current solution, satisfaction, gaps, positioning
  8. Next Call Game Plan — Prep, questions, framework practice, success criteria

Examples

Example 1: Discovery Call — Good Execution

Context: AE ran discovery with a VP of [Function] at an enterprise account.

Input: "Coach the discovery call for [Account]. call_type = discovery"

Scoring: Pre-Call 4, SPIN 4, Priority Path 3, Listening 4, Value 3, Next Steps 5. Total: 23/30 (Good).

Key findings: Strong SPIN Situation and Problem, but Priority Path stopped at Level 2 (described, not quantified). Missed quantification opportunity when prospect said "we spend too much time" — should have asked "How many hours per week?"

Coaching: Practice Priority Path Stage 3 (quantify). Script: "You mentioned it takes too long — can you walk me through how many [units] your team processes per [period]?"

Example 2: Demo Call — Needs Improvement

Context: AE demoed to a team at a mid-market account.

Input: "Coach the demo for [Account]. call_type = demo"

Scoring: Opening 2, Closing 2, Teach+Tailor 3, Pain Alignment 2, ITP 2, Pain Mapping 2, Engagement 3, Resistance 3. Total: 19/40 (Needs Improvement).

Key findings: Feature tour pattern — showed every workflow without connecting to discovery pains. No structured opening ("Let me just share my screen"). Close was "Any questions?" Anti-patterns: Feature Tour, Telling Not Asking, Weak Close.

Coaching: Before next demo, build a pain-to-workflow map from discovery notes. Practice structured opening script. Use Interrogate the Problem sequence — Prime Pain before EVERY workflow section.


Troubleshooting

"No transcript available — only rep notes"

Solution: Coach from notes but flag reduced confidence. Note: "Coaching based on rep notes only — accuracy depends on note quality. Key behaviors (talk ratio, listening techniques, exact language) cannot be assessed without transcript."

"Rep scored well but deal isn't progressing"

Solution: Good methodology execution doesn't guarantee deal progression if the fundamentals aren't there. Run gtm-deal-pulse to check if the deal has structural issues (no champion, no budget path) that call quality alone can't fix.

"Call was a hybrid — started as discovery, turned into demo"

Solution: Score as discovery (primary type). Note demo elements that occurred. Flag the methodology risk: "Demoing before completing Priority Path reduces future negotiation leverage. Recommend completing discovery framework before next demo."


Best Practices

Do's

  • Quote or paraphrase specific moments — "At 12:30, when the prospect said X, the rep should have..."
  • Reference exact frameworks — "Use Priority Path Stage 3" not "ask better questions"
  • Balance praise and improvement — 3 strengths + 3 improvements minimum
  • Make coaching actionable — include specific language the rep can practice

Don'ts

  • Don't score without evidence — "seemed good" isn't a score justification
  • Don't give generic advice — every recommendation must tie to a specific framework
  • Don't coach on everything at once — pick the #1 focus area for the next call
  • Don't skip the game plan — coaching without a practice plan doesn't change behavior

Quality Checklist

  • All categories scored 1-5 with specific evidence
  • All MEDDIC elements assessed
  • Pains mapped to client's pain categories
  • Key moments cite specific call evidence
  • Coaching uses framework names, not generic advice
  • Top 3 strengths + Top 3 improvements identified
  • Next call game plan is specific and actionable
  • Score math is correct

Integration with Other Skills

  • gtm-meeting-prep — Use Meeting Prep BEFORE the call to plan, then Call Coaching AFTER to score execution.
  • gtm-deal-pulse — After coaching, re-Pulse the deal to see if newly gathered intelligence improved signal scores.
  • gtm-meddpicc-analysis — Coaching surfaces MEDDIC gaps; MEDDPICC Analysis provides the structured deep-dive.
  • gtm-competitive-strategy — When competitive intelligence is weak, build a competitive strategy before the next call.

Changelog

Version 1.1.0 (2026-07-06)

  • Restructured around the five-part skill anatomy: Role, Input Contract, Output Contract, Context, Methodology
  • Client-specific data de-embedded: the skill now reads the shared profiles/client-profile.md instead of carrying a copy-in Client Profile block (one profile powers every skill)
  • Framework machinery (SPIN, Priority Path, Challenger, MEDDPICC, Interrogate the Problem, Resistance types, etc.) moved to an explicit Methodology section — {Methodology: X} references
  • No functional changes to the workflow, scoring rubrics, or coaching recommendations

Version 1.0.0 (2026-03-04)

  • Initial release — merged from two coaching skills (Discovery Coach + Demo Coach)
  • Unified via call_type parameter: discovery (6 categories, /30) and demo (8 categories, /40)
  • Generalized via Client Profile with configurable defaults
  • Preserved all scoring rubrics, MEDDIC assessment, pain mapping, and coaching frameworks
  • Added demo-specific: Challenger, MEDDPICC meeting framework, Interrogate the Problem, Five Implementation Habits
  • Added anti-pattern detection for demo calls

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