Coaching Pre-Read

What is a Coaching Pre-Read?

Who can view a Coaching Pre-Read?

How do I generate a Coaching Pre-Read?

What is a Coaching Pre-Read?

The Coaching Pre-Read is a set of AI generated coaching notes for managers within Ambition. In order to help a manager prep for a check-in, the pre-read provides an analysis of the rep’s historic metric performance - calling out trends, opportunities and suggested actions. It also analyzes tone and sentiment from the rep’s historic coaching check-ins, creating more productive and effective 1:1s.

Who can view a Coaching Pre-Read?

Anyone who has access to the check-in besides the employee can generate and view a coaching pre-read. Employees cannot generate a pre-read or view a pre-read that is generated for their own check-ins.

Generate a Coaching Pre-Read

1. Open the left navigation and click Coaching > Check-Ins.

Those with access to the check-ins tab on the manage coaching page can access check-ins there also.

2. Locate and open a check-in where you'd like to generate a pre-read.

Need help searching for a specific check-in? Click here.

3. Click on the Prep tab.

4. A three month range is analyzed by default, but you can optionally update the date range you wish for the pre-read to analyze.

Optionally select the first and last day of the date range that you wish for the pre-read to analyze.

5. Click on Generate Pre-Read.

6. The pre-read information will be generated and will continue to be accessible within the check-in.

If you wish to generate a new pre-read in order to access additional potential questions or analyze a different date range, click Regenerate Pre-Read.