---
name: rep-coaching
description: Plan how to coach a sales rep through a performance gap with Management OS. Use when a sales leader asks why a rep is behind on quota or a target, how to fix a rep's performance, or how to run the next 1:1 with a struggling rep.
license: MIT
compatibility: Needs the Management OS MCP server (https://app.mgmt-os.ai/api/mcp) connected and a Management OS account.
---

# Rep coaching with Management OS

Management OS diagnoses the likely cause of a rep's performance gap and lays out the next 1:1. This skill gets the leader's facts in before the call and keeps the plan intact after it.

## 1. Get the gap in the leader's words

Before calling the tool, make sure you have:

- the rep, as the leader refers to them, and their role (for example AE, SDR or CSM)
- the gap: what is happening versus what should be happening
- what the leader has already tried

Ask one short question for whatever is missing. Don't fill gaps with guesses.

## 2. Add evidence if the leader has it

Call notes, deal evidence or metrics the leader shares go in as separate evidence items, each labeled with its source. Evidence is optional.

## 3. Diagnose

Call `coach_rep` with `rep_name`, `role`, `gap`, `tried` and any evidence. It takes about a minute.

## 4. Present the plan

- Show `report_markdown` as written: the primary cause, the interventions in order, how to run the next 1:1, what to say, and the check on the leader's own coaching bias.
- Don't swap in generic coaching advice or add steps of your own.
- Then offer to help the leader rehearse the opening of the 1:1 or draft a follow-up note to the rep.

## Keep it grounded

Use only what the leader told you and the evidence they shared. Don't add products, deal names or company details nobody mentioned.