Deal coaching brief
One-pager for sales managers — top deals, where each is stuck, and what the rep should do next.
Eluu — deal-coaching-brief
Shown in preview 
Runtime ~95s per run
Tokens ~9K per run
Owner a sales manager
Works with
Pick whichever tool your team already uses.
- CRM Salesforce
HubSpot - Messaging Slack
Teams - Calls Gong
Chorus
What it does
Gives a sales manager a daily one-pager naming the five deals worth coaching today, what each rep is missing, and the exact prompt to use in 1:1s. Pulls open pipeline from the CRM, joins it with the freshest call data, and writes a Slack DM before standup.
How it works
- Pull deals. At 7:30 am, query Salesforce for open deals on the manager’s team and rank them by amount × stage-progress confidence. Take the top 5.
- Pull calls. For each ranked deal, fetch the latest 1–2 calls from Gong. Extract objections, commitments, and stalled topics.
- Brief. Compose a one-pager — for each deal: a 3-line summary, a risk flag, and a suggested coaching question for the rep. Bundle and DM the manager.
Setup
- Connect any CRM (Salesforce or HubSpot).
- Connect a conversation-intelligence tool (Gong or Chorus).
- Connect a messaging channel (Slack or Teams).
Variations
- Run weekly instead of daily — top 10 deals across the team.
- Send a single channel digest instead of per-manager DMs.
- Add a follow-up CRM task with the suggested next step.
