skills.rest
jared-hawkins-young
jared-hawkins-youngCOMMUNITY
Explore all skills by this author →
GitHub

meeting-recap-partner-coaching-guide

Generate a partner coaching report Word document from meeting transcripts and partner_health.yaml.

Updated Mar 26, 2026
Search Tags:#templates#pipeline#enablement#co-marketing#diamanti#partner-coaching#coaching-guide
One-click install
npx skills add https://github.com/jared-hawkins-young/claude-trackers --skill meeting-recap-partner-coaching-guide
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: meeting-recap-partner-coaching-guide
Source: https://github.com/jared-hawkins-young/claude-trackers/tree/main/meeting-recap/partner-coaching-guide
Command: npx skills add https://github.com/jared-hawkins-young/claude-trackers --skill meeting-recap-partner-coaching-guide

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generating consistent, structured partner coaching reports after Diamanti partner meetings by aggregating insights from transcripts and predefined templates, ensuring alignment on next steps and enablement actions.

Core Features & Use Cases

  • Reads partner meeting data and reads prior session context from partner_health.yaml to produce a tailored AI coaching document.
  • Supports template-driven output with two templates: first meeting and follow-up, selecting based on session history, and fills placeholders in Word templates located in Claude trackers/Templates.
  • Outputs a ready-to-share Word document named AI Coaching Report - {YYYY-MM-DD} {Partner Name} Sync.docx and stores it in the Partner's Meeting folder.

Quick Start

Process the latest partner meeting transcript to generate the AI Coaching Report using the templates and save it to the partner's Meetings folder.

Frequently Asked Questions about meeting-recap-partner-coaching-guide

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I auto-generate a partner coaching report from a meeting transcript?▼

To auto-generate a partner coaching report, process the latest partner meeting transcript through the Skill to aggregate insights and populate predefined Word templates with structured pipeline and enablement data.

Can I use a YAML file to track partner health history for follow-up coaching sessions?▼

Yes, the Skill reads prior session context from a partner_health.yaml file to select the appropriate follow-up template and tailor the coaching document based on historical partner health data.

How do I create a Word document with 8-dimension scoring for partner enablement?▼

You can create a Word document with 8-dimension scoring by feeding partner meeting transcripts into the template-driven workflow, which automatically fills placeholders and outputs a structured coaching report.

What's the best way to standardize partner sync reports for Diamanti co-marketing meetings?▼

The best way to standardize partner sync reports is using template-driven generation that applies consistent 8-dimension scoring, pipeline review, and role-coaching sections for every Diamanti partner meeting.

Do I need prior session history to generate a coaching guide for a first partner meeting?▼

No, you do not need prior session history for a first partner meeting because the Skill automatically selects a dedicated first meeting template when no partner_health.yaml context exists.

Does the coaching report generator output directly to a specific folder format?▼

Yes, the generator outputs a Word document named AI Coaching Report - {YYYY-MM-DD} {Partner Name} Sync.docx and automatically saves it to the respective partner's Meetings folder.

Related Skills

Explore More Marketing & Sales Skills→
jared-hawkins-youngjared-hawkins-young

meeting-recap-partner

Extract action items and generate 8-dimension partnership health scores from partner meeting transcripts.

Community
Advanced
augustoheissaugustoheiss

agency-sales-coach

Diagnose sales rep skill gaps and generate structured coaching plans.

Community
Advanced
AvihusittonAvihusitton

co-marketing

Identify high-fit co-marketing partners and design joint campaigns for SaaS businesses.

Community
Intermediate
brainsforaibrainsforai
1

Meeting Notes

Generate structured meeting notes and track action items by owner and due date.

Official
Intermediate