# Coaching note format — TEMPLATE

> The ae-rep-coaching skill renders its weekly note in this exact
> shape. Adjust the wording (tone, signoff, emoji policy) to match
> how your team writes; do not change the section count or order
> without updating the Skill's `Output format` section in lockstep.

## Why a fixed format

The AE reads one of these every week. A fixed shape lets them scan for what changed week over week instead of re-parsing the structure each time. The same reason quarterly business reviews use a fixed deck template — the cognitive load belongs on the content, not the container.

## The literal format

```markdown
# Coaching note — {Rep first name}, week of {YYYY-MM-DD}

Calls analyzed: {N} ({list of call dates and types})
Window: last {window_days} days. Rubric version: {YYYY-MM-DD}.

## Three things working

1. **{Crisp one-line pattern name}.** Cited in: {Call name — HH:MM},
   {Call name — HH:MM}.
   > "{1-2 sentence transcript quote}"
   What you did: {one sentence in trusted-peer voice}.
2. **{Pattern}.** Cited in: {Call — HH:MM}, {Call — HH:MM}.
   > "{quote}"
   What you did: {one sentence}.
3. **{Pattern}.** Cited in: {Call — HH:MM}, {Call — HH:MM}.
   > "{quote}"
   What you did: {one sentence}.

## Two things to tighten

1. **{Crisp one-line pattern name}.** Cited in: {Call — HH:MM},
   {Call — HH:MM}.
   > "{quote}"
   Why it matters: {one sentence linked to deal outcome — cycle
   length, conversion, expansion potential, churn risk}.
   The shift: {one sentence describing the alternative behavior}.
2. **{Pattern}.** Cited in: {Call — HH:MM}, {Call — HH:MM}.
   > "{quote}"
   Why it matters: {one sentence}.
   The shift: {one sentence}.

## One exercise for next week

On your next {N} {call type} calls, {specific measurable behavior —
e.g. "ask the budget question before minute 20" or "surface one
objection proactively before the buyer raises it"}.

Success looks like: {one sentence — observable signal in Gong the
manager will check next week, not "feel more confident"}.

---

Draft generated by the ae-rep-coaching skill from the last
{window_days} days of calls. Your manager edits this before
delivering. If anything in here does not match your read of the
calls, push back — the rubric serves the conversation, not the
other way around.
```

## Voice rules

- Trusted peer, not performance reviewer. Read aloud — if it sounds like a written warning, rewrite.
- Specific over flattering. "You opened with an agenda on three of four calls" beats "great job on agendas."
- No corporate hedging. "You did" / "tighten this" / "try this." No "you might consider perhaps."
- One exercise, not five. Five exercises is zero exercises.

## Last edited

{YYYY-MM-DD}