IT & Software

Goal Setting with Sales Reps

Empower your sales team with this ChatGPT prompt, designed to facilitate collaborative, data-driven goal setting for sales reps during coaching sessions.

What This Prompt Does

Guides sales leaders or coaches in setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals tailored to individual reps.
Helps identify and align objectives with each rep’s unique strengths, improvement areas, pipeline performance, and growth aspirations.
Supports performance tracking and ongoing accountability with actionable next steps that reps are motivated to commit to.

Tips

Start with data. Use recent performance metrics (conversion rate, call volume, average deal size, quota attainment) as a baseline for discussion.
Anchor goals in strengths and gaps. For example, if the rep excels at lead gen but struggles with closing, set a goal around improving closing rates.
Set short-term and long-term goals. Short-term can be activity-based (e.g., book 5 demos/week); long-term can be outcome-based (e.g., increase revenue by 20% in Q3).
Make it collaborative. Ask the rep to co-create their goals—what do they want to improve, and what milestones excite them?
Review regularly. Integrate the goals into ongoing 1:1s and performance reviews, using them as checkpoints and learning tools.

Prompt

Sales Rep: Jordan Hayes Strength: High outreach activity and positive client rapport Area to improve: Demo-to-close ratio Goal: Close 5 new deals this month; increase conversion rate from 15% to 25% Support: Weekly shadowing and role-playing exercises

How To Use The Prompt

Fill in the placeholders [SALES REP’S NAME], [SALES DATA/METRICS], [AREA OF STRENGTH], [AREA FOR IMPROVEMENT], and [SALES GOALS/QUOTA] with contextual information to personalize the session.

Example Input

#INFORMATION ABOUT ME:
Coaching Focus: Goal setting with SDRs and AEs
Sales Rep: Maya Patel
Product/Service sold: AI Copywriting Tools
Area of strength: Great cold outreach and qualification
Area of improvement: Follow-up consistency and deal progression
Sales Goals: Increase monthly closed-won deals from 3 to 6 over the next 60 days
Sales Metrics: 80% of qualified leads fall out after first call
Support structure: Biweekly coaching check-ins + CRM accountability
Tone: Supportive, performance-oriented, and empowering

Additional Information

This mega-prompt enables sales managers to coach more effectively by balancing performance expectations with individualized support. It helps:

Build ownership and clarity into the rep’s development path
Align goals with business outcomes and the rep’s personal ambitions
Create a culture of feedback, growth, and measurable progress

Whether you're coaching a seasoned AE or a new SDR, this prompt provides a structured way to ensure every session results in practical commitments and momentum.

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