Call reviews can help a good sales rep become a great one. But what manager has the bandwidth to listen to every recording, read every transcript, then share personalized insights with all their reps?

That's where this call coach comes in. With this template, you can build an AI-powered coaching system that combines Zapier's automation and Gong's conversation intelligence to analyze calls automatically. While the AI handles routine call coaching tasks, managers get alerts for lower-scored calls, letting them focus on coaching that needs their individual attention.

To use this template, you must have:

• A paid Zapier account or an active trial
• Three tables available in your Tables plan

Learn more about Zapier plans.

Why build an automated call coach?

• Get consistent, timely feedback for every qualifying sales call.
• Reduce manager workload through automated coaching.
• Personalize coaching at scale for multiple teams with diverse needs.

What key features come with the Gong call coach template?

• Customizable coaching — Use the competencies pre-filled in the rubric, or set custom ones for each member of your team.
• Shareable views — Easily see all call feedback in a single view, or create custom views for each rep, manager, or team.
• Instant flagging for low-scoring calls — If a call doesn't meet your standards, the rep's manager will get a notification, so they can coach that rep directly.
• Modular design — Easily build onto, modify, or customize this workflow to suit your needs.

Who should use the Gong call coach template?

An automated call coach is great for:

• Sales managers — Provide consistent coaching without increasing your workload.
• Sales enablement professionals — Implement scalable coaching solutions across multiple teams.
• Companies with diverse sales teams — Easily see how each team is performing, and create custom competencies for your varying enablement needs.
• Organizations aiming to improve sales performance — Get data-driven insights and personalized feedback—plus, compare results across reps, teams, and managers.

How does this template work?

This template builds you a comprehensive coaching system that's customizable and runs on autopilot. Here's how:

• Gong sends call info to your Zapier account using a webhook.
• Zapier's built-in AI analyzes the transcript and generates insightful, actionable feedback based on a customizable rubric for sales call effectiveness. The feedback gets stored in a table for future reference.
• The rep receives a summary of their feedback in Slack.
• If a call scores below a certain threshold (15 out of 30 in this template, but this can be modified), the summarized feedback also gets sent to the rep's manager.

You'll find detailed setup instructions inside the template. Scroll down for a preview.

Preview the Gong call coach template

Setup instructions are in the canvas that comes with your template, which you can preview right here. Just click and drag to move around the canvas and pinch to zoom.