A coaching note for every producer

Managers should coach every producer with the facts, but one-on-ones often run on memory and the notes rarely get written. This demo shows Manager Coach, an Agentforce agent, drafting a coaching note on each producer from Salesforce data, with proposed agreed actions, which the managing director reviews and sends.

Overview

This workflow is for managing directors and sales leaders who coach a team of producers. A manager with six producers should coach each of them with the facts, but in practice the one-on-one runs on memory and the notes rarely get written.

What you'll see

The video is shot as a managing director. On the Home page in Salesforce, under Team today, coaching notes wait for review, one for each producer, and a badge on the producers' board marks the producer whose note is waiting. The review task states plainly that nothing reaches the producer until the manager sends it. The draft, written in the manager's name, cites the producer's own figures: attainment against quota, a drop in activity over the last two weeks, and a renewal past its closing date. It proposes agreed actions, each one a task for the producer due in seven days, and offers two ways to share: in Files with a mention, or at the next one-on-one. The manager clicks Send. The video then shows the result: a Chatter post to the producer, mentioning that a coaching note is waiting in Files and containing no numbers, and each agreed action as the producer's own task.

How it works in Salesforce

Manager Coach runs once a week. As built, it reads measures such as activity against pipeline, renewals at risk, stage velocity, win and cross-sell rates and quota pacing, and drafts a note only the manager can see, with a review task. In the video it reads Salesforce data and drafts the note; it writes only when the manager sends, creating the Chatter post, the Files share and the agreed-action tasks. Sharing is internal to Salesforce. Chatter, Files and tasks are standard Salesforce; the drafting and review screen are PS Advisory configured.

Where people stay in control

The note is a draft until the manager sends it. The manager reviews it, chooses how to share it, and decides when it goes. The producer sees nothing before then, and the post itself carries no figures.

Configured for your organization

PS Advisory provides Manager Coach as a foundational agent in its Agentforce for Insurance accelerator, so your managers start from a working pattern rather than from scratch. It is configured for your Salesforce org, including your team structure, quotas and goals, and the measures your managers coach on.

Live Salesforce screens. Client data is simulated; the notes are drafted each week.