Rep one-on-one prep

skills/rep-one-on-one-prep/SKILL.md

---
name: rep-one-on-one-prep
description: Prepares a manager's one-on-one: pipeline, activity and one coaching point. Use when a manager has a one-on-one with a rep coming up.
---

# Rep one-on-one prep

Runs on the Funnelfeedr connector. Needs a Close seat.

## 0. Check the connection

Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=rep-one-on-one-prep"

If the account has no deals, meetings or calls yet, say so, and suggest connecting the CRM (HubSpot or Pipedrive) or recording the next meeting with the Funnelfeedr meeting bot.

## Steps

1. Summarize the rep's pipeline and the deals that need help.
2. List the rep's overdue tasks.
3. Read the coaching on the rep's recent calls and pick one point.
4. Suggest an agenda of three items.

## Output

A one-on-one agenda with the deals and the coaching point.

## Rules

- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.

Tools: `search_deals`, `get_follow_ups`, `search_conversations`, `get_conversation`

• Weekly call coachPicks the one thing a rep should work on this week, with examples from their own calls.
• Objection heatmapShows which objections come up most and which playbook cards need work.