What is the Deal Coach?
Deal Coach is your Account 360˚ home page for every deal. It distills Pod data and analysis into simple, prioritized insights — making it easier to identify risks on your deal and execute on the right next step to push your opportunity forward.
The Deal Coach gives you clear, actionable recommendations on every opportunity in your pipeline. It surfaces a dynamic dashboard of insights for each deal, organized between (A) flags, which indicate the current health of the deal, and (B) recommendations, which suggest the next best actions a rep should take.
What does the Deal Coach do for you?
While reps have access to a wealth of deal data, it’s often difficult to know what it means or how to act on it. Reps have limited tactical deal coaching from their managers and end up guessing.
By guiding reps with timely, data-backed suggestions, Deal Coach helps you stay focused, unblock deals, and increase your chances of closing. It transforms analysis into execution so you can spend less time guessing and more time selling.
How does the Deal Coach work?
Where to find the Deal Coach?
You can access the Deal Coach in your Account 360˚. You can access the Account 360˚ directly from the side navigation menu or by clicking
When selecting a specific deal, the Deal Coach is the first page presented.
What you'll find in the Deal Coach
In the Deal Coach, you'll find two lists - flags and recommendations.
When clicking into any card, Pod will surface a detailed description of the flag/recommendations as well as tactical actions to take. As an example, Pod will pre-draft an email that you can to send to a stakeholder with a negative sentiment.
Please find below the detailed list of flags and recommendations in the Deal Coach.
Flags
Flags show you how a deal is doing by pointing out what’s going well or what might be off track. They make it easy to spot issues like slow progress, lack of activity, or missing key people in the deal.
Here is the list of flags currently included in Pod
Deal Activity Level —
This flag looks at how frequently you engage with the customer. If there hasn’t been recent outreach and nothing is scheduled soon, it may be a sign that the deal is slipping off the radar.
Stakeholder Coverage —
This reflects how many people from the buying committee are involved. If the number is low compared to similar deals at the same stage, it could mean you’re not yet fully connected to the right decision-makers.
Pace of Progress —
This shows how quickly the deal is moving through the pipeline. A slower-than-average pace might suggest delays in alignment, decision-making, or follow-up.Time in Current Stage —
This tracks how long the deal has been sitting in its current stage. If it’s been stuck longer than most deals, it could be a sign of internal friction or lack of momentum.Engagement Frequency —
This measures how often you’re in contact with stakeholders. A drop in engagement might mean the deal is cooling off or that buyers are distracted.Close Date Alignment —
This checks whether the current stage of the deal matches up with the expected close date. If you’re running out of time and still early in the process, it may be worth revisiting expectations or timelines.Role Coverage —
This looks at whether you’ve identified key personas, like decision makers or technical buyers. If some are missing, it may be harder to build alignment or move toward a close.
Recommendations
Recommendations tell you what steps to take next based on what’s happening in the deal. They help you stay on track and focused by turning insights into clear, actionable guidance.
Here are the current recommendations in the Deal Coach:
New Contact Opportunity —
A new person has been engaging in your deal who isn’t yet tracked in your CRM. It may be worth adding them to ensure you’re not missing influence from someone important.Pre-Meeting Preparation —
You have a meeting coming up soon, but there hasn’t been any outreach to align on the agenda. A quick note in advance can set the tone and make the conversation more productive.Post-Meeting Follow-Up —
A customer meeting recently took place, but there hasn’t been a follow-up yet. This could be a good moment to reinforce key takeaways or suggest next steps.Topic Coverage Review —
Based on your interactions so far, a number of important sales topics haven’t been discussed. Bringing these into future conversations could help fill critical gaps and build confidence.Stakeholder Sentiment Change —
One or more stakeholders in the deal are showing signs of concern or disengagement. It might be a good time to reconnect and understand what’s shifted.Champions as Connectors —
Someone in the deal appears to be a strong supporter, but key roles are still unassigned. You might consider asking this person to help you reach the right internal stakeholders.Driving Alignment —
You have a stakeholder with a positive outlook who may be able to influence others that seem neutral or skeptical. Leveraging that support could help unify the buying group.Suggested Stakeholder Profile —
Pod has identified a recommended stakeholder profile that’s often involved in similar successful deals. Consider whether there’s someone in the account who matches that profile and should be brought in.Re-Engagement Opportunity —
A stakeholder you interacted with earlier in the deal hasn’t heard from you recently. Checking back in could help maintain momentum and show continued interest.
When does the Deal Coach help?
Deal Coach is particularly helpful in these situations:
When deals are at risk of stalling — The feature surfaces red flags like low engagement or missing stakeholders, helping reps proactively re-engage before momentum is lost.
During pipeline reviews — By clearly outlining both risks and recommended actions, Deal Coach gives reps and managers a shared, structured view of each opportunity, making pipeline reviews more focused and productive.
Planning next steps on a deal — Instead of guessing what to do next, reps get tactical guidance on who to contact, what to say, and where to focus their energy—helping them drive deals forward with clarity and confidence.
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