Prompt library
Sales

Rep-Level Cohort Analysis

Optimize AE onboarding and ramp by comparing pipeline creation and conversion performance across hiring cohorts.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
Sales Manager
Sales Enablement
VP of Sales
Sales Operations
Regional Sales Leaders
Prompt
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Petavue, please analyze all AEs hired in the past 24 months by their hire-quarter cohorts:

1. Pipeline Ramp:

    • Calculate pipeline created per rep at 30, 60, 90, and 180 days post-hire.

2. Conversion Benchmarks:

    • Compute Lead → Opportunity and Opportunity → Closed-Won conversion rates for each cohort.
    • Compare these rates to fully ramped reps (those hired over 24 months ago).

3. Time-to-Milestones:

    • Time to first Opportunity
    • Time to first Closed-Won

4. Top Cohorts & Drivers:

    • Identify the fastest-ramping, highest-converting cohorts.
    • Highlight onboarding practices or factors (e.g., training, mentor programs) linked to their success.
Follow-up Prompts
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  • Do certain cohorts ramp faster based on territory or segment assignments?
  • Which enablement or mentoring programs correlate with higher pipeline creation?
  • Are reps who build pipeline quickly also converting at higher rates?
  • Is there a difference in performance between inbound-heavy vs. outbound-heavy territories for new hires?
  • How do top cohorts’ activity levels (calls, meetings) compare to lower-performing ones?
Action Prompt

What This Prompt Does

This prompt groups AEs by their hiring cohort (e.g., Q3 2023, Q4 2023) and tracks their ramp performance across key milestones. It compares cohorts based on pipeline creation, conversion rates (Lead → Opp → Closed-Won), and speed to first opportunity and close. It also benchmarks these against fully ramped reps to identify acceleration or gaps. By analyzing which teams, segments, or enablement tracks correlate with faster ramping, the prompt helps surface patterns that drive onboarding success.

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Strategic Impact

Understanding how reps ramp enables more predictive sales capacity planning and smarter onboarding design. By identifying what top-performing cohorts did differently, teams can replicate success and intervene early with lagging groups.

Business outcomes:

 → Reduces ramp time by spotlighting successful onboarding patterns

 → Improves forecast accuracy by modeling time-to-quota

 → Flags struggling reps or cohorts early for targeted coaching

 → Connects enablement efforts to performance lift

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