See who needs help, and what to work on.
Prepare a one-to-one in minutes. See what your won deals had that your lost ones did not. Then check whether the thing you agreed has changed.
Coaching is part of Pro, £39 a person a month. Free for 14 days. Card needed. Cancel in the first 14 days and you pay nothing.
Every figure links to the deals and emails behind it.
Who to start with, and why.
Your whole team on one screen. The person with the most to gain is at the top. Each rep sees exactly what you see about them.
An invented team.
Ask about the person or the deal in front of you.
Every Coaching page has an Ask button. Open a rep or a deal, press Ask, and TellMyCRM already knows who you mean.
The suggested questions are worked out from your CRM, so the answer is instant and the same every time. Type your own question and TellMyCRM checks every figure against your deals before you see it.
- Only 2 of Owen’s 15 deals had business metrics agreed with the customer. The rest of the team: 25 of 43.
- £65,000 of Owen’s open deals are still missing it: Oakfield Plastics, Trent Valley Tools, Cobb and Wells.
- Deals that had it were won more often here, so about £19,500 of that is at risk.
- Make it Owen’s coaching point on this page, and TellMyCRM will check the next three deals.
After that: next step, then economic buyer.
- metrics: 14 of their 21 closed deals had business metrics agreed with the customer. Owen: 1 of 11.
- next step: 17 of their 21 closed deals had a next step agreed. Owen: 4 of 11.
- economic buyer: 12 of their 21 closed deals had the economic buyer named. Owen: 2 of 11.
- metrics: 2 of your 15 deals had business metrics agreed with the customer. The rest of the team: 25 of 43. About £19,500 of open deals at risk.
- next step: 6 of your 15 deals had a next step agreed. The rest of the team: 29 of 43. About £6,800 of open deals at risk.
- economic buyer: 4 of your 15 deals had the economic buyer named. The rest of the team: 21 of 43.
Start with metrics on Oakfield Plastics, Trent Valley Tools, Cobb and Wells.
- Cobb and Wells £24,000: 142 days old, older than any deal you have won; past deals like it at this point: 2 of 9 won.
- Trent Valley Tools £17,000: past deals like it at this point: 1 of 6 won.
Sales people coach themselves too.
A sales person who opens their own page gets the same Ask, about their own deals. TellMyCRM answers them as “you”, with the same figures their manager sees.
So they can fix it before the one-to-one, not after.
Agree one thing, then see if it changed.
- 01
See who needs help
TellMyCRM shows where someone is behind the team, and on which deals. For example: the person who signs off the budget not named, no next step, no meeting, or long silences.
- 02
Agree one thing
You and the rep pick one habit, with the evidence in front of you both. TellMyCRM records the starting point.
- 03
Check at 30, 60 and 90 days
TellMyCRM measures their new deals on that one habit, before and after, from your own CRM.
Use Claude, ChatGPT, Grok or Gemini? Ask it to write a coaching plan and it is kept on the person’s Coaching page, private until you share it. How →
Ask TellMyCRM on WhatsApp, Slack or Teams, or in your favourite AI app.
For the longer work, such as a coaching plan for each person, ask in
Claude
ChatGPT
Gemini
Grok
How it works →
What wins here?
TellMyCRM compares your won deals with your lost ones on things it can count: the person who signs off the budget named, a next step agreed, a meeting held, the longest silence. Then it shows the open deals that look like the lost ones.
What are Joe’s strengths?
How often Joe wins against the team, and what Joe does more and less often than everyone else, with the deals behind each gap.
Why did we lose Pennine Systems?
The emails and meetings in date order, how long the customer went quiet, what they said, and what your won deals had that this one did not.
Brief me on Tom.
One-to-one preparation: their month against target, every deal closing, what is missing on each and the action that would move it on.
What the customer said is kept separate from what TellMyCRM counted. Every percentage shows the count behind it, and anything based on fewer than three deals is not shown.
Write the coaching plan in Claude, ChatGPT, Grok or Gemini.
Claude
ChatGPT
Gemini
Grok
How to connect →
Connect TellMyCRM to the AI app you already use and ask it, in your own words, to help you coach someone. It works from your own data, not general advice, and the plan lands on the Coaching page where you run the one-to-one.
“Help me coach Tom this month”
It reads Tom’s won and lost deals next to your best closers’, your sales playbook and the notes already kept for him. Then it writes a plan with the deals that show each point, and the steps for this month.
Kept on Tom’s Coaching page, private
The plan is saved as a coaching note on Tom’s page, for you only. Edit the advice and the steps there whenever you like. Nothing is shared until you say so.
Redrafted before Tom sees it
Press Share and TellMyCRM rewrites the plan for Tom: written to him, with colleagues’ names and deals taken out. You read it, change anything, then share. Your own version stays private.
Steps onto his week
Each step has Add to the week. It shows in Tom’s tasks, is ticked off when your CRM shows it happened, and is waiting at your next one-to-one.
The whole team at once
“Write a coaching plan for each of my sales people.” In Claude’s Cowork it runs in the background while you get on, and every plan is on each person’s page when you come back.
Ask about anyone, in plain words
“Who should I be worried about?” “What does our best closer do that Priya doesn’t?” The figures come from TellMyCRM, worked out the same way as your Coaching page and Monday report.
See it for yourself.
Coach from the evidence.
Coaching is in Core, £19 a person a month, using what is in your CRM. When your reps are on Pro, £39, TellMyCRM also reads their emails and meetings, so it sees more.
Coaching is part of Pro, £39 a person a month. Free for 14 days. Card needed. Cancel in the first 14 days and you pay nothing.