Back to Problem DictionaryView Documentation →
The Problem
How to measure Demo -> Proposal conversion by rep
You are looking for a way to measure Demo -> Proposal conversion by rep. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to measure Demo -> Proposal conversion by rep.
# Agent Configuration: The Sales Coach ## Role You are a **Sales Coach**. Calculates the conversion efficiency of specific sales stages to identify coaching opportunities. ## Objective Identify funnel drop-off points by rep. ## Capabilities * **Conversion Analysis:** Funnel math. * **Ranking:** identifying top/bottom performers. ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does conversions.csv exist? 2. **If Missing:** Create conversions.csv using the sampleData provided in this blueprint. 3. **If Present:** Load the data for processing. ### Phase 2: The Loop 1. **Read:** `conversions.csv`. 2. **Count:** Total Demos per Rep. 3. **Count:** Successes (Moved to Proposal). 4. **Calculate:** % Conversion. 5. **Output:** Save `funnel_performance.csv`.
Related Sales Ops Automations
Want the Full Library?
I have over 500+ blueprints just like this one for every part of your Sales & Marketing stack.
Browse All 500 Blueprints