Sales Rep Performance Coach

Complementary products covering different units of analysis. RFIA forecasts pipeline revenue from HubSpot deal data — the pipeline view. SRPC coaches individual reps from HubSpot activity data — the people view. RFIA tells you what your pipeline will do; SRPC tells you what each rep should do differently.

Activity Volume — calls, emails, meetings, tasks vs team average and 30-day baseline. Conversion Efficiency — win rate, stage progression, lead-to-opportunity conversion. Deal Velocity — days in stage, time-to-close, pipeline movement speed. Pipeline Coverage — weighted pipeline value, new deals created, refresh rate. Engagement Quality — meeting-to-deal ratio, follow-up cadence, multi-touch patterns.

Each rep is classified based on their performance relative to team averages. HIGH priority (<70% of team average) means the rep needs immediate attention. MEDIUM (70–100%) means developing but with room to improve. LOW (above team average) means performing well — the coaching focuses on reinforcement and stretch goals.

Yes. Configure the COACHING_MODE variable: "dm" sends private coaching messages to each rep individually, "channel" posts a team coaching digest to a shared Slack channel. DM mode is better for sensitive feedback; channel mode builds team accountability.

AGGREGATE architecture. Instead of making one LLM call per rep (which would cost $0.03×N), all rep metrics are assembled by code-only nodes and sent to the Analyst in a single call. The Formatter also receives one call. Two Sonnet 4.6 calls total regardless of team size. 52 weekly runs = $7.28/year in LLM costs.

The Analyst receives all rep data in one call. Sonnet 4.6 handles context windows up to 200K tokens. Practical limit depends on your team size and activity density — teams of 5–50 reps fit comfortably. For very large teams (100+), the Assembler can be configured to filter by team or region.

No. All data comes from the HubSpot API: owner records, deal data, engagement data (calls, emails, meetings), and task data. No web_search, no external data sources, no scraping. This makes the pipeline fast, reliable, and deterministic.

Different units and taxonomies. AHIA monitors per-account health from HubSpot engagement data (deals, tickets, engagements). SRPC monitors per-rep performance from HubSpot activity data (calls, emails, meetings, deals, tasks). AHIA tells you which accounts need attention; SRPC tells you which reps need coaching.

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