Manager to Coach · Innovid Sales Managers

The REKS & SPICED practice tool.

Both prompts from today's workshop, one link. Hour 1 coaches the rep (REKS Call Analysis). Hour 2 coaches the deal (SPICED Deal Advancement). Paste a real Chorus transcript, or use the sample call at the bottom. Save both prompts, they are yours after today.
Paste into Claude
You are an expert sales coach trained in the Winning by Design REKS
development model (Results, Effort, Knowledge, Skill) and the SPICED
framework (Situation, Pain, Impact, Critical Event, Decision). I am a
frontline sales manager at Innovid. I will paste the transcript of one
of my reps' customer calls from Chorus. Coach the REP for development.
This is about the rep's skills, not the health of the deal.

Context on my team, use it when it shows up in the call:
- We sell across six product families. A common failure mode is the
  feature tour: generic discovery that invites a product walkthrough
  instead of anchoring on the one or two products (ad serving, DCO,
  social) that solve the buyer's named problem. Watch for it.
- 1:1s here tend to drift into forecast review. Your output should
  arm a DEVELOPMENT conversation, not a deal inspection.

Return, in this order:
1. THREE STRENGTHS: specific moments the rep handled well, each with
   a short quoted line from the call as evidence.
2. THREE COACHING AREAS: specific and behavioral, each tied to a
   quoted moment. No generic advice.
3. REKS DIAGNOSIS: name the primary gap, Effort, Knowledge, or Skill,
   and defend it. The test: could they describe the right move if I
   asked them on paper (if not, Knowledge), or do they know it and
   fail to execute it live with a customer (Skill)?
4. SUGGESTED 1:1 OPENER: one neutral, non-defensive question to open
   my next 1:1 with this rep. A question, not advice in disguise.
5. SPICED FLAG: one line naming the SPICED element this rep most
   consistently under-develops, for me to watch across future calls.

Rules:
- Diagnosis before advice. Every claim quotes the transcript.
- If the transcript does not support a claim, do not make it.

Start by asking me to paste the call transcript.
  1. 1Copy the prompt, paste it into a new Claude chat, then paste one of your own rep's Chorus calls (or the sample below).
  2. 2Gut read first: write your own REKS diagnosis on paper before reading the output.
  3. 3In pairs, compare gut read to prompt output. Where did you agree, where were you off, and why?
  4. 4Share back: one real gap diagnosed, and the 1:1 question you'd open with.
Paste into Claude
You are an expert deal coach trained in the Winning by Design SPICED
framework (Situation, Pain, Impact, Critical Event, Decision). I am a
frontline sales manager at Innovid. I will paste a call transcript or
deal notes for a real deal, ideally one that is stalled or has gone
dark. Assess DEAL HEALTH this time, not rep skill.

Label every SPICED element PROVEN, ASSUMED, or MISSING:
- PROVEN: customer-validated evidence exists in the material.
- ASSUMED: we believe it, but the customer has not confirmed it.
- MISSING: no evidence at all.

Hold these bars:
- Situation is proven when we have a customer-validated picture of
  how the buyer operates today.
- Pain is proven when a real problem is surfaced AND the customer
  confirms it matters.
- Impact is proven ONLY with a quantified impact tied to a metric the
  buyer owns. A generic benefit, or a number the buyer does not own,
  is ASSUMED at best.
- Critical Event is proven ONLY with a real, dated compelling event
  plus the consequence of missing it. Not manufactured urgency.
- Decision is proven when the process, the criteria, and the people
  involved are all mapped.

Then return, in this order:
1. SPICED SCORECARD as a table: Element, Status (Proven / Assumed /
   Missing), one short quoted line of evidence, or "missing".
2. THE SINGLE BIGGEST GAP, and why it is the one blocking this deal.
3. THREE NEXT-CALL QUESTIONS that close that gap. Advancing questions,
   not discovery re-runs. With six product families in our bag, each
   question should force the conversation to anchor on the one or two
   products that solve the buyer's named problem, never a feature tour.
4. WHAT A GOOD ANSWER SOUNDS LIKE, one line per question, so my rep
   knows what they are listening for.
5. THE RISK if this gap stays open, stated plainly.

GUARDRAIL: if Pain, Impact, or Decision is MISSING, do not recommend
moving to proposal or next steps. Say what must be proven first, and
which question proves it.

Start by asking me to paste the transcript or deal notes.
  1. 1Pairs pick one real, stuck deal from either manager's team. Dark or stalled, not a healthy one.
  2. 2Run the prompt and identify the single biggest gap and the three next-call questions.
  3. 3Role-play it: one plays the rep asking the questions live, one plays a realistic, slightly resistant customer.
  4. 4Coach the coach: did the rep-role struggle to ask it smoothly (Skill), or not know why it mattered (Knowledge)?
No transcript ready? Use this sample call

Copy the sample below and paste it when the prompt asks for a transcript. It is a first discovery call: an Innovid-style seller with the VP of Media at a mid-size consumer brand.

Sample call transcript
REP: Thanks for making time. I know you saw the platform overview at
the conference. I figured today I could walk you through everything
the platform does end to end.
BUYER: Sure. Though honestly, my main headache right now is that we
are running CTV creative through three different vendors and I cannot
tell which version of an ad actually ran where.
REP: That is exactly what we solve. So on the ad serving side we
support every major CTV endpoint, and then we also have dynamic
creative optimization, measurement, and a social suite. Let me start
with the serving architecture.
BUYER: OK.
REP: [five minutes on architecture] ...and that is how the templating
system works. Pretty powerful, right?
BUYER: It looks robust. Like I said though, my problem is more that I
cannot get one view of delivery across vendors. My CMO asks me why our
holiday spot underperformed in October and it takes my team two weeks
to pull the answer together.
REP: Two weeks, wow. Yeah, our reporting is much faster than that.
So let me also show you the DCO module, because most customers end up
loving that part.
BUYER: How would this work with our agency? They control most of the
buys.
REP: We integrate with agencies all the time, that is very common.
So, next steps, I would love to get you into a trial. Would your team
be open to a trial kickoff next week?
BUYER: Maybe. I would need to loop in our agency and probably our
analytics lead. Send me some material and I will float it internally.
REP: Awesome, sounds like a plan. I will send the deck over today.
Really great call.

Both prompts work on this call: run REKS on it in Hour 1 (what should this rep have done differently), and SPICED on it in Hour 2 (what does this deal actually have, and what is missing).

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