Lumopath · Performance Coaching

Know exactly what's getting in your rep's way, before your next 1:1.

Performance Coaching diagnoses whether the gap is effort, prioritization, or execution, and lands a ready-to-use coaching plan in your inbox every week.

See it on your team
Weekly Coaching Plan Monday · 7:00 AM
✓
Granular Performance Diagnostics
Each rep's specific activities, pinpointing wins and gaps.
✓
Forward-Looking Game Plans
The critical next 7 days to drive revenue and prevent churn, not a backward-looking report.
✓
Prioritized Intervention List
Who needs help now: stalled deals, at-risk renewals, escalations where your involvement changes the outcome.
✓
Tactical Coaching Cues
Ready-to-use 1:1 talking points calling out "skill vs. will" gaps.
✓
Replicable Success Patterns
What your top performers did differently this week, so you can scale it.
⚡Pre-configured & ready to use

The problem

Same workload. Opposite results.

Two reps carry the same book, the same number of accounts, and the same activity, and retain wildly different revenue. Your CRM shows the workload. It can't show you why they diverge.

What Your CRM Shows
MetricClarkDaniel
ARR Managed$2.5M$2.5M
Accounts1515
NRR85%110%
Your CRM shows the same workload.So why is Clark underperforming?

How it works · Step 1

First, the agent rules out effort.

Plot the whole team's activity against the outcome you care about. If effort were the problem, the busiest reps would retain the most. They don't.

Team Capacity vs. Net Revenue Retention
It's not effort. Clark is the busiest rep on the team, and the worst at retention. Daniel does the opposite. Capacity isn't the gap, so we look deeper.

How it works · Step 2

Then your agent diagnoses the why, and how to coach it.

The agent traces the gap to root cause from real cross-channel activity. Click any driver, or ask the AI Coach a follow-up, and it hands you the plays.

AI Coach · diagnosis Clark Kent · 85% NRR
Diagnosis
Effort misalignment root cause
60% of Clark's time goes to low-ARR accounts, only 25% to strategic ones. Top performers do the opposite.
Clark 25%
Top ~62%
Reactive vs. proactive
70% of his activity is reactive; just 1 of 5 strategic accounts got a QBR last quarter. Top performers run ~1.8× more proactive outreach.
Clark proactive 30%
Top ~54%
Internal meeting load
80% more time in internal sales meetings than peers.
Clark 18%/wk
Peers 10%/wk
Top at-risk accounts
Northwind$480k
Usage down 38% · renewal 21d
Atlas Co.$320k
Exec sponsor left the account
Vertex Labs$210k
Escalation open 14 days
Cedar Health$155k
No QBR in 2 quarters
Ask a follow-up

In action · 1:1 Prep

It all lands in your 1:1 prep doc (before you walk in).

Performance drivers + coaching recommendations.
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Coaching went from best-guess on a small fraction of visible activity to the kind of insight that just isn't possible without their AI.

Ben Terrill
Ben Terrill
Head of Customer Success · Seso

Get started

Every 1:1, backed by data you didn't have to pull.
No more guessing. Just coaching.

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