If you manage a sales team, you’ve probably been promised “AI insights” that’ll magically turn middling reps into rainmakers. Spoiler: most tools overpromise and underdeliver. This guide’s for sales leaders and frontline managers who need real, actionable ways to use Boostup—not just dashboards to admire, but insights that actually help reps hit quota. We’ll skip the fluff and get right into what works, what doesn’t, and how to coach with data that matters.
Step 1: Get Clear on What You Want from Boostup
Before you dive into Boostup’s sea of analytics, ask yourself: What behaviors actually move the needle for your team? Is it more calls, better follow-ups, tighter forecasting? The tool spits out a lot of data, but not all of it matters for every team.
Pro tip:
Pick 2-3 core behaviors you want to change or reinforce—maybe it’s following up faster, multi-threading deals, or qualifying more rigorously. Everything else is noise unless it directly relates to quota attainment.
Step 2: Set Up Your Data and Integrations (Don’t Skip This)
If you want Boostup to give you good insights, you’ve got to feed it good data. Garbage in, garbage out.
Make sure: - CRM data is up-to-date (opportunities, contacts, activity logs) - Email, calendar, and call integrations are working - Reps are actually using the tools—Boostup can’t read mind maps or Post-its
What doesn’t work:
If your reps aren’t logging calls or updating deals, Boostup’s insights will be misleading or just plain wrong. There’s no AI magic that fixes dirty data.
Step 3: Understand Boostup’s Key Insights (And Which Ones Matter)
Boostup generates a ton of signals—risk scores, engagement metrics, activity breakdowns, sentiment analysis, pipeline health, and more. Here’s what’s actually useful for coaching:
- Deal Risk Scores: Flag deals likely to slip based on rep activity, customer engagement, and history. Great for focusing coaching on deals that matter.
- Activity Metrics: Track real behaviors—emails sent, meetings booked, calls made. Useful for spotting effort gaps.
- Engagement Trends: See if customers are going quiet or getting more responsive. Use this to coach on communication cadence.
- Rep Benchmarking: Compare reps on activity and outcomes, not just gut feelings.
- Forecast Changes: See who’s sandbagging, overpromising, or letting deals rot.
What to ignore:
Don’t get hung up on every sentiment score or “AI prediction”—treat them as conversation starters, not gospel.
Step 4: Build a Coaching Cadence Around the Insights
Here’s where most managers go wrong: they either micromanage every metric or ignore the insights entirely. Instead, set a rhythm for using Boostup in your regular coaching.
A simple plan: - Weekly 1:1s: Review each rep’s top deals, focusing on risk scores and engagement drop-offs. Ask, “What’s your plan here?” - Pipeline Reviews: Use objective data to challenge sandbagging or optimism bias. “This deal’s engagement dropped off—what’s happening?” - Monthly Team Huddles: Share anonymized best practices. “Reps with the fastest follow-up times close 20% more. Let’s talk about what’s working.”
Pro tip:
Don’t just read Boostup dashboards at your reps. Use the data to ask better questions and let reps own their next steps.
Step 5: Give Feedback That’s Specific and Actionable
AI insights are only useful if they translate into behavior change. That means ditching vague advice like “work harder” or “just follow up more.”
Instead, try: - “Your deal risk score jumped after two weeks without contact. What’s your follow-up plan?” - “Top reps are booking more multi-threaded meetings. Who else could you loop in on this deal?” - “You forecasted this deal at 90%, but activity dropped. What’s changed?”
What doesn’t work:
Don’t use the data to play “gotcha” or embarrass reps in front of others. The goal’s improvement, not catching mistakes.
Step 6: Track Progress and Adjust as You Go
Coaching’s not one-and-done. Use Boostup to track whether your reps’ behaviors—and results—are actually changing.
- Set simple goals: “Increase follow-up on high-risk deals by 20% this month.”
- Check progress: Use Boostup’s reporting to see if metrics move in the right direction.
- Course-correct: If something’s not working (maybe activity’s up, but close rates aren’t), dig deeper. The insight might be pointing to a bigger issue—like bad lead quality or messaging that isn’t landing.
Pro tip:
Don’t obsess over every week’s numbers. Look for trends over time. If you see no change after a month, rethink your approach.
Step 7: Watch Out for Pitfalls and Overhype
Boostup’s useful, but it’s not a silver bullet. Here’s what to keep in mind:
- No AI replaces basic sales management. Data helps, but you still need to coach, motivate, and hold people accountable.
- Don’t drown in dashboards. Pick a handful of metrics that matter and ignore the rest.
- Resistance is normal. Some reps will roll their eyes at “another tool.” Show them how Boostup can help them win more—not just add oversight.
- AI predictions aren’t perfect. Treat them as input, not the final word.
Keep It Simple—and Iterate
The real magic isn’t in the tech. It’s in how you use it to drive better habits and conversations. Start with a couple key insights, coach around them, and tweak as you go. Don’t sweat the perfect process—just keep it simple, stay curious, and help your reps focus on what actually moves the needle.
Quotas are tough, but coaching doesn’t have to be. Get the basics right, use Boostup to keep things honest, and iterate from there.