CloseBoss Coaching
Coaching that’s built in,
not bolted on.
Most CRMs add “AI” as a feature label. We built our product around an AI coaching layer — daily action plans, weekly playbooks, peer benchmarks, and AI deep-dives that move the numbers that matter. Two programs cover everyone from new agents to top producers.
AI-driven daily plans
Every morning the dashboard shows the next 5 actions tailored to your sales model, deal stage, and live signals — not a static checklist.
Weekly playbook drops
AI-generated playbooks adapt to what's actually happening in your pipeline. Stuck on inspection objections? Next week's drill is built around that.
Peer benchmarks
Your response time, conversion, and pipeline health stack-ranked against the platform-wide top quartile and your own moving average.
AI deep-dives (Top Producer Track)
Monthly: lead-source ROI heatmap, drop-off analysis, deal-coach reviews of your last 10 closings. Identifies patterns no human will spot.
Producer Track
Daily plans, weekly drills, monthly reviews — built into the dashboard. Free with Pro and above.
Annual transactions
10
Lead-to-close target
3%
- AI-driven daily action plan tied to your sales model
- Weekly playbook drops + drill prompts
- Monthly performance review with peer benchmarks
- Annual target: 10 transactions, 3% lead-to-close conversion
Top Producer Track
Custom playbooks, AI deep-dives, top-10% peer benchmarks — bundled with Premium and Team.
Annual transactions
15
Lead-to-close target
5%
- Everything in Producer Track, plus:
- Custom playbooks generated from YOUR live deals
- Monthly AI deep-dive (lead source ROI, drop-off heatmap)
- Peer benchmarks against the platform's top 10%
- Priority access to new AI features
- Annual target: 15 transactions, 5% lead-to-close conversion
Methodology
How the program runs every week
Monday
Weekly playbook drops based on your live pipeline + recent metrics. 5 priority actions for the week.
Daily
Today’s Action Plan tied to your sales model. Done / skipped tracked. Real-time peer benchmarks.
Friday
Self-review summary: what closed, what stalled, what to drill next. AI surfaces patterns from the week’s data.
Common questions
Is this a separate paid program?+
No. Coaching is built into the plan price. Producer Track is included with Pro and above; Top Producer Track is included with Premium and Team. No upsell, no add-on fee.
What's the difference between Producer Track and Top Producer Track?+
Producer Track gives you the daily plan, weekly playbooks, monthly review, and basic peer benchmarks — targeting 10 transactions and 3% conversion. Top Producer Track adds custom playbooks generated from YOUR live deals, monthly AI deep-dives, top-10% peer benchmarks, and priority access to new AI features — targeting 15 transactions and 5% conversion.
Will I be auto-enrolled?+
Yes — when you upgrade to a plan that includes a program, you're auto-enrolled the next time you sign in. You can opt out in settings; we won't re-enroll you automatically after that.
What about agents on the Starter plan?+
Starter doesn't include coaching. Upgrade to Pro to start Producer Track, or Premium for Top Producer Track.
How do you measure the conversion-rate target?+
Lead-to-close — the percentage of contacts created in CloseBoss (any source) that result in a closed transaction. Visible on your performance dashboard with a moving 12-month window.
Coaching is in every paid plan
Producer Track auto-enrolls on Pro and above. Top Producer Track is bundled with Premium and Team. No coaching add-on fee, ever.
