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Classify Rep Profile

by @quochungto

Classify a sales rep against the five CEB selling profiles (Challenger, Hard Worker, Relationship Builder, Lone Wolf, Reactive Problem Solver) and score thei...

Versionv1.0.0
⚑ When to Use
TriggerAction
- A manager wants a structured baseline before starting Challenger coaching with a rep
- A sales enablement team wants to assess where reps cluster before a training rollout
- A rep received feedback that they're "too accommodating" or "not pushing enough" and wants to understand why
- A team lead wants to check whether their perceived high performers are actually Challengers before scaling their behaviors
**Not for:** candidate screening, personality assessment, or competency-based performance reviews.
πŸ’‘ Examples

Example 1 β€” Sales rep self-assessment (complex B2B SaaS)

Scenario: A mid-market account executive at a SaaS company asked "I always get good reviews from customers but I'm not hitting quota. What profile am I?"

Trigger: "What sales profile am I? I think I might be a Relationship Builder."

Process: Agent established deal complexity (complex, multi-stakeholder SaaS deals, 60-90 day cycles). Administered the diagnostic β€” rep scored: Q1=5, Q2=3, Q3=4, Q4=2, Q5=3, Q6=3, Q7=4, Q8=2, Q9=2, Q10=3.

Output excerpt from rep-profile-assessment.md:

Challenger Subscale Scores:
  • Teaches for Differentiation (Q2+Q3): 7 β€” Foundation
  • Tailors for Resonance (Q5+Q6): 6 β€” Foundation
  • Takes Control (Q8+Q9): 4 β€” New territory
  • Dominant profile: Relationship Builder (Q1=5 flag; Takes Control at floor)

    Priority 1 β€” Takes Control (score: 4): Practice holding the silence after a proposal. In the next 3 deals, script one moment where you guide the customer to a decision rather than waiting. Specifically: become comfortable discussing pricing on the customer's terms.

    Note: In complex SaaS deals (your context), Relationship Builder profile correlates with nearly zero star performance. Your teaching and tailoring foundations are buildable β€” but Take Control is the most urgent gap between your current approach and quota attainment.


    Example 2 β€” Manager diagnosing a rep before coaching

    Scenario: A regional sales manager wants to understand her top performer's profile before scaling his approach to the team.

    Trigger: "My best rep is crushing quota. I want to understand his selling style before I ask him to mentor others."

    Process: Agent flagged the anti-pattern β€” high performer β‰  Challenger. Manager provided deal notes from the rep's last three wins. Agent administered diagnostic in third-person ("How would [rep] rate himself on each statement?"). Rep scored: Q1=3, Q2=5, Q3=5, Q4=4, Q8=4, Q9=5 (Lone Wolf flag on Q4; strong Challenger subscales).

    Output excerpt:

    Dominant profile: Challenger (all three subscales 8+)
    Secondary tendency: Lone Wolf (Q4=4 β€” willing to risk disapproval)

    Safe to scale: Yes β€” this rep's performance is driven by Challenger behaviors (Teach/Tailor/Take Control), not Lone Wolf rule-breaking. The Lone Wolf flag is a secondary tendency, not the primary mechanism of their success.

    Recommendation: Observe and codify this rep's commercial teaching conversations specifically β€” how they frame unique perspectives and hold tension before closing. Those are the replicable behaviors.


    Example 3 β€” Team enablement baseline

    Scenario: A sales enablement leader wants to understand where her 12-person team clusters before rolling out a Challenger training program.

    Trigger: "Can you help me assess what profile mix I have on my team so I know where to focus training?"

    Process: Agent recommended running the diagnostic for each rep individually (or self-administered in a group session) and aggregating subscale scores. Agent produced a team profile summary template.

    Output excerpt:

    Team Profile Summary (12 reps):
    
  • 3 reps: Challenger (all subscales 5+, no dominant profile flags)
  • 4 reps: Relationship Builder dominant (Q1=5, Takes Control at 4 or below)
  • 2 reps: Hard Worker dominant (Q10=5, transactional deal focus)
  • 2 reps: Challenger in development (subscales 5-7, no strong flags)
  • 1 rep: Lone Wolf flag (Q4=5, inconsistent subscale scores)
  • Training priority: Takes Control subscale (team average: 5.2 β€” lowest). 8 of 12 reps score below 7 on Takes Control. Recommend leading training with money conversation practice and guided commitment techniques before moving to teaching content β€” the team can teach but cannot close the tension.

    View on ClawHub
    TERMINAL
    clawhub install bookforge-classify-rep-profile

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