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Rep Performance Context

Gather context for 1:1 coaching conversations. Use HR systems for formal reviews.

The prompt
Search for communications related to [Rep Name]'s activities over the past month. Note:
- Wins and successes mentioned
- Challenges they raised
- Support they requested
- Customer feedback about them
- Coaching moments identified

This is context for our 1:1. Not a substitute for proper performance metrics.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Sales Manager, Sales Director, Team Lead

More for Sales & Business Development

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.