Documentation
Sales Coach guide
Sales Coach turns responses into a short daily to-do list: who to call, who to follow up with, and what to say.
Overview
Sales Coach collects leads automatically from Bulk Mail, your YourProDesk documents and your booking calendar, scores them by activity, and emails you a prioritised coaching summary on weekday mornings. Open it from the Sales Coach module: Action queue, Pipeline and Settings.
Where leads come from
| Source | What creates or updates a lead |
|---|---|
| Bulk Mail | Replies classified as interested or question, form submissions, and one-click answers such as Book a call or Send me pricing. Passed over within about a minute; scanner bursts are filtered out first. |
| YourProDesk documents | A prospect viewing or signing a document you sent. |
| Calendar bookings | A call booked, rescheduled or cancelled through Cal.com (see below). |
Leads are matched by email address, so one person keeps a single lead with their full history. Name, company and campaign are filled in from Bulk Mail.
Pipeline & stages
The Pipeline page shows every lead on a board by stage. Open a lead to log a call or move it to the next stage.
| Stage | Meaning |
|---|---|
| Awareness | Engaged lightly (e.g. clicked a link) |
| Interested | Asked for something, replied positively or booked a call |
| Demo done | You've shown the product |
| Proposal sent | Quote or proposal delivered |
| Negotiating | Discussing terms |
| Closed won / Closed lost | Finished |
| Nurture | Not now; keep in touch later |
Positive responses move a lead from Awareness to Interested automatically. Stages never move backwards on their own.
Lead scoring
Each activity adds points; the score decides who appears as urgent.
| Activity | Points |
|---|---|
| Document signed | 50 |
| Call booked | 30 |
| Call connected (logged by you) | 30 |
| Positive response / form submission | 25 |
| Document viewed | 20 |
| Email reply | 20 |
| Proposal sent | 15 |
| Email link click | 10 |
Scores decay after 14 days without activity, so old interest doesn't crowd out new.
The morning email
On weekdays Sales Coach emails you a short summary:
- Act today — high-scoring leads (above your urgent threshold, 34 by default) with no activity for 3+ days, each with a suggested next step.
- This week — leads that have gone quiet for 1–2 weeks.
- Pipeline snapshot — counts per stage and where deals get stuck.
The email is only sent when you have open leads that need attention — no leads, no email. Use Send test email now in Settings to see one immediately.
Calendar bookings (Cal.com)
Let prospects book a call straight from your email, and have every booking show up on their lead.
1. Create your booking page
- Sign up at cal.com (the free plan is enough).
- Create an event type, e.g. “30-min intro call”, with your available hours and buffer times.
- Optional: connect your calendar so Cal.com avoids times you're busy. Microsoft 365, Outlook.com and Google calendars can be connected. If your email is a plain IMAP mailbox (e.g. your web host's email used in the Outlook app), skip this — bookings arrive as calendar invites you accept as usual.
- Copy your booking link.
2. Send prospects to it
In Bulk Mail open One-clicks, edit Book a call with me and paste the link into Send them to. Recipients who click land on your booking page with their name and email pre-filled. See Booking links.
3. Report bookings to Sales Coach
- In YourProDesk open Sales Coach → Settings. The Calendar bookings card shows your personal Webhook URL and Secret.
- In Cal.com go to Settings → Developer → Webhooks → New.
- Paste the URL as Subscriber URL and the secret as Secret.
- Select Booking Created, Booking Rescheduled and Booking Cancelled, and save.
- Use Cal.com's test button — it should report success.
What happens
| In Cal.com | In Sales Coach |
|---|---|
| Call booked | Lead created if needed, moved to Interested, call time recorded, +30 points |
| Call rescheduled | New time recorded |
| Call cancelled | Cancellation recorded — a good moment to follow up |
Bookings from people who aren't in Bulk Mail (for example from your website) create new leads too. The Settings card shows when the last booking was received.
Settings
- Morning email — turn it on or off, choose the delivery address and send time.
- Urgent alert threshold — minimum score for “Act today”.
- Calendar bookings — your Cal.com webhook URL and secret.
- Test email — send a coaching email now.