Rep Profile
Makes every interaction feel like it was designed specifically for this rep. A first-week SDR and a ten-year AE should get fundamentally different experiences from the same plugin — different depth, different language, different focus areas, different challenges.
Why This Matters
"Hyper-personalized learning" isn't about adding a name to a template. It means:
- •A rep who crushes discovery but struggles with closing gets coaching focused on negotiation
- •A rep who just joined gets scaffolded frameworks; a veteran gets contextual nudges
- •A rep who learns by doing gets role-play practice; one who learns by studying gets frameworks and examples
- •Content complexity scales with the rep's experience and comfort level
How It Works
┌─────────────────────────────────────────────────────────────────┐ │ REP PROFILE │ ├─────────────────────────────────────────────────────────────────┤ │ PROFILE COMPONENTS │ │ • Skill assessment (scored competencies) │ │ • Experience level (tenure, deals closed, ramp stage) │ │ • Deal patterns (what they win, what they lose, why) │ │ • Learning style (doing, studying, observing, discussing) │ │ • Development plan (current focus areas and progress) │ │ • Interaction history (what help they've asked for before) │ ├─────────────────────────────────────────────────────────────────┤ │ ADAPTATION RULES │ │ New rep → More structure, more scaffolding, explicit frameworks │ │ Mid-level → Balanced guidance, focus on weak spots │ │ Senior rep → Brief nudges, advanced scenarios, edge cases │ │ Manager → Coaching lens, team patterns, data-driven insights │ └─────────────────────────────────────────────────────────────────┘
Profile Structure
Stored in memory/team.md with a section per rep:
## [Rep Name] **Role:** [AE / SDR / SE / Manager] **Start Date:** [When they joined] **Ramp Stage:** [Ramping / Productive / Senior / Top Performer] **Deals Closed (All Time):** [N] **Current Quarter Performance:** [X]% of quota ### Skill Scores (1-5) | Skill | Score | Trend | Last Assessed | |-------|-------|-------|---------------| | Discovery | [1-5] | ↑↓→ | [Date] | | Objection handling | [1-5] | ↑↓→ | [Date] | | Demo/presentation | [1-5] | ↑↓→ | [Date] | | Negotiation/closing | [1-5] | ↑↓→ | [Date] | | Qualification | [1-5] | ↑↓→ | [Date] | | Business acumen | [1-5] | ↑↓→ | [Date] | | Pipeline management | [1-5] | ↑↓→ | [Date] | | Written communication | [1-5] | ↑↓→ | [Date] | ### Deal Patterns **Wins when:** [Patterns from their successful deals] **Loses when:** [Patterns from their losses] **Sweet spot:** [Deal types/sizes where they excel] **Growth area:** [Deal types where they struggle] ### Learning Style **Preferred:** [Doing / Studying / Observing / Discussing] **Responds well to:** [Specific coaching approaches that work] **Doesn't respond to:** [Approaches that don't land] ### Current Development Focus **Primary:** [Skill being developed] **Secondary:** [Skill queued] **Progress:** [Description of recent improvement or stalls] ### Interaction Log | Date | Skill Used | Topic | Outcome | |------|-----------|-------|---------| | [Date] | objection-handling | Price objection practice | Improved — less defensive | | [Date] | discovery-guide | SPIN prep for Acme | Good call, uncovered budget |
Adaptation Rules
When any skill generates output for a rep with a profile, adapt the output:
For New Reps (< 90 days, ramp stage)
- •Always include the full framework explanation (don't assume they know SPIN, MEDDIC, etc.)
- •Provide templates they can follow word-for-word
- •Add context for why each step matters
- •Include checklists so nothing gets missed
- •Tone: Supportive, educational, encouraging
For Mid-Level Reps (90 days - 2 years)
- •Skip basics — reference frameworks by name without re-explaining
- •Focus on their weak spots — if they score 2/5 on negotiation, weight content toward that
- •Include nuance — edge cases, when to break the rules, situational judgment
- •Challenge them — "What would you do differently if the champion left?"
- •Tone: Collaborative, coaching-oriented
For Senior Reps (2+ years, top performers)
- •Be brief — they don't need hand-holding
- •Provide intel, not instructions — competitive data, deal insights, customer patterns
- •Focus on advanced scenarios — multi-threaded deals, executive selling, complex negotiations
- •Ask their opinion — "You've seen this before — what's worked?"
- •Tone: Peer, strategic partner
For Managers
- •Data-driven — metrics, trends, comparisons
- •Team-level patterns — not just individual deals
- •Coaching-ready — frame insights as coaching conversation starters
- •Action-oriented — "Here's what to focus on in your 1:1s this week"
- •Tone: Strategic, analytical
Building a Profile
From Scratch
When you don't have a profile yet:
- •Ask role and experience level
- •Ask about recent deals (2-3 wins and losses)
- •Ask what they feel strongest/weakest at
- •Ask their manager for input (if available)
- •Create initial profile in
memory/team.md
From Interactions
Every time a rep uses the plugin:
- •Note what they asked for help with (signals a gap)
- •Note what they didn't need help with (signals strength)
- •After coaching sessions, update skill scores
- •After deal outcomes, update deal patterns
- •Track improvement trends over time
From Data
If CRM is connected:
- •Pull win rate, deal size, cycle length
- •Identify which stages they lose deals at
- •Compare to team averages
- •Auto-generate data-driven skill insights
Profile Dashboard
When a manager or rep wants to see the profile:
# Rep Profile: [Name] **Performance Snapshot** | Metric | This Quarter | Last Quarter | Team Avg | |--------|-------------|-------------|----------| | Quota Attainment | [X]% | [X]% | [X]% | | Win Rate | [X]% | [X]% | [X]% | | Avg Deal Size | $[X] | $[X] | $[X] | | Avg Cycle Length | [X] days | [X] days | [X] days | **Skill Map** [Visual representation of strengths and gaps] **Top Priority:** [The one skill that would most impact their numbers] **Recommended This Week:** 1. [Specific practice exercise using plugin skill] 2. [Call to review for coaching moment] 3. [Content to study]
Related Skills
- •sales-coaching → Updates skill scores after coaching sessions
- •win-loss-analysis → Updates deal patterns after post-mortems
- •All skills → Read rep profile to personalize output depth and focus
- •gtm-memory → Rep profiles are stored in the team.md memory file