AI prompt to create a coaching plan for a struggling producer

An agency grows through its people. AI helps owners and managers write job ads, onboarding plans, training quizzes, SOPs and coaching plans faster, so new staff become productive sooner.

Below is a ready-to-copy prompt to create a coaching plan for a struggling producer, a detailed version that asks you clarifying questions first, and 1 specialized AI tool (Gong) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

Create a supportive 60-day coaching plan for a producer below target: weekly activities, skill focus, check-ins, and clear success measures.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the role, the person's experience level and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Create a supportive 60-day coaching plan for a producer below target: weekly activities, skill focus, check-ins, and clear success measures.

What a good result looks like

A good coaching plan is supportive and specific: it names one or two skills to work on, sets weekly activities and check-ins, and defines success measures the producer helped choose. By day 60 both sides know whether it worked.

Common mistakes and watch-outs

Keep the plan about behaviors and skills, not personal criticism, and document it consistently for every producer in a similar situation. If you review recorded calls in Gong, tell the producer which calls you'll use and keep client details private.

How to adapt the prompt

Change the focus (more quotes, closing, cross-selling, follow-up) and the length. Ask for a short note to share the plan with the producer and an outline for the weekly check-in.

EXAMPLE output (placeholder data, not a real client)

60-day coaching plan - [Producer Name]

Focus: follow-up after quotes; asking for the sale

Weeks 1-2: shadow [Mentor] on 5 quote calls; review 3 recorded calls together
Weeks 3-4: use the 5-touch follow-up cadence on every quote
Weeks 5-8: role-play closing questions weekly

Check-ins: every [Day], 20 minutes

Success measures (agreed together):
- Follow-up cadence used on all quotes
- [Number] closed policies per week by week 8

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Add your details. Add the details for your situation (line of business, audience, tone). Keep it de-identified; never paste client personal information.
Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Gong as described below.
Review before you use it. Keep employee personal information and performance details out of general AI tools. Check every fact, name and number yourself.
Take the next step. Next, see: Role-play sales and service training.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

Gong site ↗

Revenue AI platform that records and analyzes sales calls for coaching.

How to use it

Use Gong call recordings to pinpoint coaching moments.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Keep employee personal information and performance details out of general AI tools.
Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
Review every AI output for accuracy and compliance before you use it.

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