> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Coaching

> Create deal coaches, write stage instructions and objection handling, attach enablement, and set rules of engagement in Introw.

**Open in Introw:** [Deal Coaching](https://app.introw.io/deal-coaching)

## How it works

Deal coaches live under **Engage** on the **Deal Coaching** page. You create a coach scoped to a
pipeline and a motion template (Reselling, Co-Selling, or Referral). On creation, AI generates a
first-draft playbook you then refine. The coach's detail page has tabs for **Stage Guidance**,
**Objection Handling**, **Enablement**, and **Rules of Engagement**, and a **Configure** dialog where
you set the name, partner segments, and deal filters.

When a partner works a deal that matches a coach, the coaching surfaces on the deal collaboration
record as a coaching view, and the partner support agent can deliver the same guidance when asked.
Coaching matches deals automatically based on the scope you set.

## Prerequisites

* The Deal Coaching module enabled on your plan (on by default).
* CRM copilot write access (the CRM copilot write scope).
* A connected CRM with the relevant pipeline.

## Settings & configuration

Deal coaches are managed at [Deal Coaching](https://app.introw.io/deal-coaching).

### Creating a coach

Use the **Create Deal Coach** dialog to set the **Pipeline** and the **Start from template** motion
(**Reselling Coach**, **Co-Selling Coach**, or **Referral Coach**; default Reselling). Creating the
coach starts AI generation of the initial playbook from your company details and the chosen motion.

### Configure (scope)

Open **Configure** on a coach to set its **Name**, **Partner segment** (which partner segments the
coach applies to, empty means all partners), and **Deal property segmentation** (deal-property
filters that limit which deals the coach matches). Finer partner-level targeting beyond segments is
only available through the API, not this dialog.

### Stage Guidance

On the **Stage Guidance** tab, set **What must be achieved** (the stage objective), **How to achieve
it** (the guidance), and an optional **Email template** for each pipeline stage.

### Objection Handling

On the **Objection Handling** tab, add common objections and the response partners should use.

### Enablement

On the **Enablement** tab, attach the assets partners should use during the deal.

### Rules of Engagement

On the **Rules of Engagement** tab, define the guardrails (what partners can promise, when to escalate,
stakeholder rules) that keep partners within bounds.

## Setup walkthrough

<Steps>
  <Step title="Open Deal Coaching">
    Go to [Deal Coaching](https://app.introw.io/deal-coaching) and create a coach.
  </Step>

  <Step title="Scope it">
    Set the pipeline and motion template, then use **Configure** for name, partner segment, and deal filters.
  </Step>

  <Step title="Refine the playbook">
    Edit the AI-generated stage guidance, objection handling, enablement, and rules of engagement.
  </Step>

  <Step title="Confirm it surfaces">
    Open a matching deal and confirm coaching appears.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Set up an AI deal coach" icon="book-open" href="/features/ai/deal-coaching/guides/set-up-an-ai-deal-coach">
    Create a deal coach, scope it to the right partners and deals, and refine its stage guidance, objections, enablement, and rules so partners get the right coaching on every matching deal.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Deal coaching requires the module to be enabled; with it off, the Deal Coaching nav and coaching surfaces are hidden. Coaching only appears on deals that match a coach's scope, so check your filters and segments if a deal shows no coaching. The AI-generated playbook is a starting point and should be reviewed before partners rely on it.
</Warning>

## Troubleshooting

* **No coaching on a deal** - the deal does not match any coach's pipeline, filters, or segments.
* **The Deal Coaching page is missing** - the module is not enabled on your plan.
* **The playbook is generic** - refine the AI-generated stages and objections for your motion.