Selected work

Rep Coaching /
Deal Intelligence

An application for deal summaries, meeting analysis, rep coaching, and forecasting, built around CRM context.

Existing Rep Coaching interface capture from the website repository
Existing project image

The commercial question

What does a manager need to understand about a deal, and what should happen next? The project brings deal summaries, meeting analysis, coaching, and forecasting into one application.

The implementation

CRM adapters supply the account and deal context. Separate modules handle summaries, meeting analysis, coaching, and forecasts. The architecture keeps scoring engines separate from AI calls and CRM access, so the scoring logic can be tested on its own.

These notes describe the project’s code and architecture. Adoption, coaching effectiveness, and revenue impact remain to be established.

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