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Draft a performance review

Specific examples are non-negotiable — 'you're a strong communicator' is useless.

by @whitney · recommended tool Claude · 0 unlocks

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EXAMPLES · WHAT THIS PROMPT PRODUCES

Sample output

**Performance Review — Marcus Reyes, Account Executive (H1 2026)**

**Strengths**
Marcus closed $1.4M in new ARR this half, 118% of target, with the highest deal-velocity on the team. Specific example: he turned the stalled Brightwave account around by reframing the pricing conversation around their renewal timeline — a move the rest of the team has since adopted. Peers consistently flag him as the person they go to for objection-handling scripts.

**Growth areas**
Deal hygiene is inconsistent — three Q1 forecasts slipped because opportunities weren't updated in Salesforce until late stage. The path here is concrete: end-of-day pipeline updates and a Friday forecast review with me for the next two months. Second, Marcus tends to solo-run large deals; the Henderson loss in March would likely have been caught earlier with a mid-cycle deal review.

**Goals for next period**
1. Hit 100%+ of a raised $1.6M target.
2. Maintain >90% Salesforce data accuracy (audited monthly).
3. Mentor one new AE through their first closed deal.

**Support I'll provide**
Weekly forecast reviews through August, an intro to our top enterprise SE for co-selling, and air cover to run the new-AE mentorship as part of your goals, not on top of them.

PRICE HISTORY0 cr · current

PROMPT TEMPLATE · v1.0.0

Draft a performance review for <PERSON>.
Inputs: wins this period, misses, stretch goals, feedback from peers.
Structure: strengths (with specific examples) → growth areas (with specific examples + path) → goals for next period → support I'll provide.
Tone: direct, kind, specific.