---
title: "Mastery Cheat Sheet for Managers"
url: "https://help.outdoo.ai/en/article/mastery-cheat-sheet-for-managers"
language: "en"
last_updated: "2026-10-23T02:56:40.324Z"
---

# Mastery Cheat Sheet for Managers

Master essential manager workflows in Outdoo AI: review team calls efficiently, assign targeted roleplay coaching, and track team readiness through courses and certifications.

### Reviewing your team's calls

#### See all your team's calls in one place

Go to **Real Calls > History**. Filter by team member or date range, and sort by score to find the calls that need attention without listening to everything.

#### Use scorecards to make feedback specific

When you open a call, the AI scorecard is already there. Before you add a comment, check which criteria the team member dropped points on. "Your discovery questions were too closed" is more useful than "the call could have been better." Time-stamp your comments so the team member can jump directly to the moment you are referencing.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea2eaa96af25891b02780e_call-screen-roleplay-scorecard-2-1.avif)

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea2ecd0daf2a51f300789b_call-screen-roleplay-comments-1.avif)

### Coaching through roleplay

#### Review roleplay scores alongside live call scores

Go to **Performance > Practice**. You can see each team member's roleplay history, scores, and improvement trends. Compare these against their live call scores. If a team member scores well in roleplay but drops in live calls, the issue is execution. If they score poorly in both, the skill gap is real.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea2f1e005aeb5f5c40fde9_performance-performance-with-agents-1.avif)

#### Assign targeted roleplay practice

When you see a specific gap in a team member's live calls, say they consistently lose momentum after pricing comes up, assign a roleplay agent specifically designed for that scenario. Do not send them generic practice. Send them the exact thing they need.

### Tracking readiness

#### Check course completion and certification status

Go to **Performance > Practice** and open the **Courses** tab. You can see which team members have completed assigned courses, who is in progress, and who passed. Certificates are dated, so you can see if someone passed a course six months ago but has not been retrained since a process change.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea1a0dc86e8306f64bb244_courses-courses-performance-analysis-1.avif)

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea2f8e53a21f7eef24a672_performance-performance-user-on-courses-1.avif)

#### Look for team patterns

Go to **Performance > Activity**. The **Team Activity** tab shows talk-to-listen ratios and longest monologues, the **Trackers** tab shows tracker mentions, and **Performance > Scorecards** shows scorecard trends across the team. Individual coaching is important, but patterns across the team often point to a training gap or a process that needs fixing, not a person problem.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea2fe22d1b64393148e034_performance-coaching-and-performance-user-and-team-1.avif)

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea19dd42215aaea0a8dc2e_performance-performance-scorecard-and-objectives-1.avif)

### Running a coaching cadence

#### Set up alerts for things that should not happen

In **Real Calls > History**, filter for the situation you want to catch, such as calls where a competitor tracker fired or calls below a certain score, then select **Save As Applied Filter** and turn on **Immediate alerts**, **Daily alerts** or **Weekly Alerts**. This saves you from having to review every call manually.

#### Use call libraries for team learning

When you hear an exceptional call, such as a great objection handled, a strong discovery or a clean close, add it to a library folder with **Add to Library**. Label it clearly. Use these in team meetings and 1:1s. Real examples from your own team are more effective than generic training material.

#### Debrief after call blitzes

If your team runs Call Blitz drills, review the aggregate scores after, not just individual results. Where did everyone drop points? That is the next coaching session. One targeted 30-minute debrief after a blitz is more useful than a week of individual 1:1s.

Hope this article was helpful. For any queries, please write to support@outdoo.ai

## Related articles

-   [Intro to Coaching](https://help.outdoo.ai/en/article/intro-to-coaching)

-   [How Managers Can Give Feedback on Roleplays](https://help.outdoo.ai/en/article/how-managers-can-give-feedback-on-roleplays)

-   [Managing Course Certifications: For Managers](https://help.outdoo.ai/en/article/managing-course-certifications-for-managers)