Intelligence

Coaching & Feedback Requests

Request and receive coaching from your sales manager on any call.

1How it works

MeetMatch includes two layers of coaching for every recorded call:
  1. Automatic AI coaching — immediately after each call, MeetMatch analyzes the transcript, talk analytics, and call dynamics to generate a detailed coaching report with 7-dimension scoring, timestamped wins and misses, and actionable suggestions. No human action needed.
  2. Manager feedback requests — reps can request additional human coaching from their sales manager on any call, with a structured feedback loop. Managers see the AI scorecard alongside their review form.
Both are accessible from the Coaching tab on any meeting note. Learn more about AI coaching for sales teams →

2What the AI coaching report looks like

Every call receives an AI-generated coaching report. Here's an animated walkthrough showing exactly what appears on the Coaching tab after a call:
Meeting Notes — Sarah & James Chen
Summary
Actions
Interest
Coaching
Transcript
7/10
Performance Summary
Strong discovery phase — you asked three open-ended questions that uncovered the prospect's core pain point.
⚡ Quick Wins for Your Next Call
1. End every call by proposing a specific next meeting date.
2. When the prospect mentioned budget constraints, try acknowledging first.
3. Mirror the prospect's pace — they spoke slowly, your tempo was faster.
Discovery Questions
Asked "What's the biggest blocker?" which surfaced the budget cycle constraint.
Unlocked a more honest conversation about timeline.
Active Listening
Paraphrased the prospect's onboarding concern — they responded "Exactly!"
Engagement spiked at this point on the interest curve.
Closing Technique high
Call ended with "I'll send over some info" — no specific next step.
💡Try: "I think a 15-min demo with your VP would answer the integration questions. Does Thursday at 2pm work?"
🎙️ Talk Ratio
62% talk time (ideal ~40%). Pause 3 seconds after each question.
❓ Questioning
Good open-ended questions. Add "Tell me more…" follow-ups.
🤝 Rapport
Strong opening. Reference LinkedIn or company news next time.
💬 Filler Words
"Um" x4, "basically" x3. Below average — replace with pauses.
The demo above plays through the full coaching report flow: the score appears first, then the AI summary types in, followed by quick wins, strengths, improvements with suggestions, and the detailed feedback grid. This is exactly what your reps see after every call.

3Example: Strengths

The AI highlights specific moments from the call transcript where you performed well:
Discovery Questions
Asked "What's the biggest blocker to getting this done this quarter?" which surfaced the budget cycle constraint nobody had mentioned before.
Impact: This unlocked a more honest conversation about timeline and gave you leverage to propose a phased rollout.
Active Listening
Paraphrased the prospect's concern about onboarding at 8:45 with "So what I'm hearing is your team's biggest worry is the learning curve for non-technical users."
Impact: The prospect responded "Exactly!" and visibly relaxed — their engagement score spiked at this point.

4Example: Areas to Improve

Each improvement includes a priority badge and a concrete suggestion:
Closing Technique high
The call ended at 28:32 with "Great, I'll send over some info" — no specific next step was proposed.
💡 Try: "Based on what you've told me, I think a 15-minute demo with your IT lead would answer the integration questions. Does Thursday at 2pm work?" — this gives a concrete next action and gets commitment in the moment.
Handling Objections medium
When the prospect said "We're also looking at Competitor X," you moved on without acknowledging it.
💡 Try: "That makes sense — a lot of teams compare us with them. The main difference our customers highlight is [your differentiator]. What's most important to you in making this decision?" This acknowledges their process and steers back to your value.

5Example: Detailed feedback cards

The bottom of the coaching tab shows a grid of seven specialist feedback areas:
🎙️ Talk-to-Listen Ratio
You spoke 62% of the time (ideal is ~40%). Consider pausing after each question for at least 3 seconds before speaking again.
Questioning Technique
Good use of open-ended questions early on. Try adding one "Tell me more about…" follow-up after their initial answers to go deeper.
🤝 Rapport Building
Strong opening small talk. You found common ground on their team's growth stage. Next time, reference something from their LinkedIn or company news to make it more personal.
💬 Filler Words
8 filler words detected ("um" x4, "basically" x3, "you know" x1). This is below average — good awareness. Replace "basically" with a brief pause.
Each card provides specific, actionable advice — not generic tips. The AI references the actual transcript and analytics from your call.

6Requesting manager feedback (reps)

In addition to AI coaching, you can request human feedback from your sales manager:
  1. Open any meeting note from Meeting Notes.
  2. Click the Request Feedback button in the top-right corner (next to Export).
  3. Optionally describe what you'd like feedback on — for example, "How did I handle the pricing objection?" or "Was my closing too aggressive?"
  4. Click Send Request.
Your sales manager will receive an email notification immediately. You can also request feedback on specific snippets when creating them.

7Reviewing feedback (managers)

Sales managers and admins can access the Coaching Queue from the Intelligence section of the navigation. The queue shows all pending coaching requests with:
  • Who requested it and when.
  • The associated call and prospect.
  • The rep's note explaining what they want help with.
  • An inline audio/video player — click "Review Call" to play the recording directly in the queue without leaving the page.
  • An expandable AI Analysis section showing the AI coaching score, dimension scorecard, summary, and quick wins — so you can reference the AI's findings while writing your feedback.
Click Claim & Reply to write your feedback. You can include a performance score (1–10) alongside written comments.

8Feedback workflow

Each request goes through these statuses:
  • Pending — waiting for a manager to pick it up.
  • In Review — a manager has claimed it and is reviewing the call.
  • Completed — the manager submitted their feedback. The rep is notified via email.
  • Dismissed — the request was closed without feedback.
Managers can filter the queue by status to focus on pending items first.

9Weekly coaching digest

Every Monday morning, managers receive a digest email summarizing all unresolved coaching requests. This ensures nothing falls through the cracks, even during busy weeks.

10Who can use this

Any team member can request feedback. Only admins and sales managers can view the coaching queue and submit reviews. The coaching queue link appears under Intelligence in the navigation for users with the right role. Want to learn how AI coaching accelerates new rep ramp-up? See our AI Coaching for Sales Teams page.