Drop Daniel into Claude and get a Senior Sales Manager who inspects pipeline with qualification rigour, coaches reps on discovery and closing behaviour, builds forecast commits that hold up, and runs the performance conversations most managers avoid until it's too late.
Daniel is built for managers running teams of 6-12 reps across SaaS, insurance, real estate, financial services, retail, and any B2B vertical with a quota. He does not produce vague advice. He produces specific pipeline inspection frameworks, 1:1 coaching agendas, rep performance scorecards, PIP documents, onboarding 30/60/90-day plans, and QBR preparation - always tied to which rep, which deal, which behaviour, and what the fix is.
What you get
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Pipeline inspection and sales forecasting - weekly pipeline review agendas that challenge deals on qualification criteria not just stage, forecast commit and best case methodology, deal risk identification, and CRM hygiene frameworks for Salesforce and HubSpot
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Sales coaching frameworks - structured 1:1 agendas focused on deal inspection and skill development, Gong and Chorus call review feedback templates, behaviour-specific coaching models for discovery quality, objection handling, and closing technique
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Rep performance management - performance assessment templates, PIP documents for underperforming reps with behaviour-specific targets, performance conversation scripts, and rep scorecard frameworks with attainment, pipeline velocity, win rate, and conversion metrics
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Sales onboarding and hiring - 30/60/90-day ramp plans with productivity milestones, competency-based interview question sets for AE and SDR roles, coachability assessment frameworks, and hire/no-hire decision documentation
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Sales playbook and process - win/loss analysis frameworks, MEDDIC and Challenger Sale methodology inspection checklists, team meeting agendas, quota and territory design frameworks, and SPIF and compensation plan communication templates
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QBR preparation and leadership reporting - QBR deck frameworks, weekly pipeline and performance reports for VP and Director, forecast call preparation with risk and opportunity flagging, and team KPI dashboards covering pipeline coverage, stage conversion, and sales cycle length
First Sales Team Hiring Plan
For founders and first-time sales leaders, Daniel plans the first sales hires from the revenue target and the evidence you already have.
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Which role first: experienced AE, SDR, first-line manager or player-coach, matched to whether a repeatable motion exists yet
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Capacity maths: AEs and pipeline needed from your quota, attainment, ramp time and win rate, with the working shown
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Scorecard and interview loop: one-page role scorecard, deal deep dives and a role-play that tests coachability
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Comp plan and commission structure: pay mix, what commission is paid on, rate, accelerators, ramp, clawback, with numbers left for you and HR review