CoachPrep AI
CoachPrep AI
Embedded Files
An AI-powered coaching workflow tool that helps frontline managers go from observation to structured coaching conversation , without starting from a blank page.
AUDIENCE
Frontline Managers
FORMAT
Browser-Based App
DURATION
On-Demand
OUTCOME
Prototype Built, Available for Demonstration
Most managers know when a rep needs coaching. The hard part is turning that instinct into a focused, useful conversation.
CoachPrep AI is a manager coaching workflow prototype designed to reduce the prep friction that makes coaching inconsistent. A manager enters the rep name, the skill area being observed, observed strengths, observed gaps, and a short summary of a call or roleplay. From there, the tool generates a structured coaching output: a performance summary, top coaching priorities, a suggested 1:1 agenda, targeted coaching questions, a practice assignment, and a follow-up checkpoint. Instead of starting from a blank page, the manager starts with a clear coaching structure they can refine and use immediately.
Why This Tool Was Needed
Coaching in most sales organizations breaks down not because managers don't care, it breaks down because the prep work is hard and time is short. Managers finish a call review or observation with a general sense that something felt off, but they still have to do the heavy lifting manually: identify the root issue, organize their thinking, and translate it into a focused behavior-based conversation. That gap leads to coaching that is vague, delayed, or overly broad.
What was missing was a simple workflow that helped managers organize observations quickly, identify the most important behavior gaps, structure a conversation around those gaps, assign practical follow-up, and reinforce the right behaviors over time. CoachPrep AI was built to fill that gap. The goal was never to replace manager judgment, it was to make good coaching easier to prepare, easier to repeat, and easier to scale across a team.
More Details
More Details
My Role
My Role
I owned this project concept end to end. That included identifying the manager coaching workflow problem, defining the user experience and use case, designing the product concept and page structure, shaping the coaching logic and structured output, and building the prototype itself. I wrote the scenario logic, content, and output flows, and positioned the tool as an AI-supported enablement workflow rather than a generic chatbot concept.
From a product thinking standpoint, I focused on making it feel like a practical manager tool , not a flashy AI demo. From a design standpoint, I built the experience to feel polished and portfolio-ready. From a workflow standpoint, I centered everything around coaching, reinforcement, and behavior change. Strategy, concept, design, prompting logic, and experience design were all part of my role.
The Outcome
The Outcome
A polished, portfolio-ready prototype that demonstrates the full manager coaching workflow from observation to follow-up. CoachPrep AI shows how an AI-supported coaching assistant could fit into a real enablement environment, especially in sales organizations where manager reinforcement is the most under-resourced part of the learning system. The prototype is available for demonstration as part of portfolio conversations.
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