Sales Manager Playbook: Coaching with AI Search Insights

Use AI search to surface emails, decks, and notes for targeted coaching. Turn tribal knowledge into repeatable wins.

Coach What Matters

Review actual artifacts — discovery emails, decks used, competitor responses — and coach with precision.

Manager Workflows

• Rep 1:1s: Pull threads and assets tied to current deals.
• Deal Reviews: Compare winning patterns by segment.
• Enablement Gaps: Spot missing or outdated content.

Scale Best Practices

Create simple searches that any new rep can reuse. Build a learning loop inside Drive and Gmail.

Trust & Control

Existing permissions respected. OAuth, encryption in transit, no data stored. Easy to roll out org-wide.

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