Craft’s data is worthless until it changes a conversation. This lesson is the three conversations that matter: the 1:1, the team meeting, and the in-the-moment save.
Prep a 1:1 in ten minutes
Stop prepping from memory. Before each 1:1, open Craft Intelligence and ask about that rep — it’s been on every one of their appointments. Three prompts that do the work:
“Summarize [rep]‘s last two weeks: scores by step, trend, and the one behavior that would most improve their close rate.”
“Find [rep]‘s best moment from this week’s recordings — something specific worth praising.”
“Last 1:1 we agreed [rep] would work on [behavior]. Did it show up in this week’s appointments? Show me where.”
The third prompt matters most. A commitment that gets checked next week is coaching; one that doesn’t is a suggestion. Walk in with one clip queued (the praise) and one moment to work (the behavior), and run the meeting in twenty minutes:
| Minutes | What happens |
|---|---|
| 3 | Rep self-assessment: “what did you notice this week?” |
| 5 | Play the win |
| 5 | Play the coaching moment |
| 5 | Roleplay the better response, right there |
| 2 | Write the one commitment and the follow-up date |
Never a pile of scores — one behavior, chosen for the rep’s next conversation.
Save the first prompt as an Automation scheduled the morning of your 1:1 day, one per rep (how automations work). Your prep arrives in your inbox before you’ve had coffee.
The daily brief: your morning two minutes
Every morning Craft emails you a coaching brief: what happened across the team yesterday, who’s trending where, what’s worth a look. Use it as a two-decision email — who gets praised today, and who gets a nudge — then act on both before lunch. Click through to the recording, drop the comment, done.
The team meeting: make winning public
The weekly meeting is where culture gets built, and film changes what’s possible in it. The ritual that works:
- Best close of the week. Play the clip. Sixty seconds, no more. Name the exact behavior that won it: “listen to how Maria holds the silence after presenting the options.”
- Let the winner take the credit. The rep talks about the moment, not you. Peer recognition beats manager praise, and reps start hunting for clips worth sharing.
- Leaderboard shout-outs. Longest practice streak, most-improved step, first rep to 100% recording. Rotate them so different people win different weeks.
- One “steal this” clip. A moment anyone can copy on their next appointment — an objection handle, a financing pivot. “Go check out this highlight from Tuesday.”
Building the reel is a two-click habit while you review film — clip the moment, drop it in the folder:
Keep a “Best closes” folder and a “Clip of the week” folder so meeting prep is opening a folder, not hunting:
Private coaching stays private. The meeting is for wins only — corrective film belongs in the 1:1, between you and the rep. Break that rule once and reps start dreading the highlight reel instead of chasing it.
Coach live when it counts
For the moments that can’t wait for film review, Craft can put you in the appointment while it’s still winnable:
- Listen in live. From the web portal, open an in-progress appointment and hear it as it happens — useful when a rep calls you mid-appointment for a strategy check and you can get current in thirty seconds instead of asking “so what’s happened so far?”
- The mid-appointment call. When a rep steps out to call you before the close, they run a Checkpoint first and you open the live view: you’re both looking at the same read of the customer, and the coaching gets specific fast.
Do this week
Run one team meeting with the full ritual — best close, credit to the rep, one leaderboard shout-out, one steal-this clip. Then watch recording volume the following week. Celebration is the cheapest adoption lever you have, and this is where you’ll see it work.