Sales coaching template

What is a sales coaching template?

A sales coaching template is a tool designed to organize and guide your coaching sessions with sales reps. It provides a structured format for reviewing sales activity, setting goals, practicing key scenarios, and offering feedback. This ensures your sessions stay focused and impactful, helping you provide targeted support to your team while driving continuous improvement.

Who is it for?

This template is perfect for sales managers, team leads, and anyone responsible for coaching sales reps. If you're looking to structure your coaching sessions, identify growth opportunities, and align on key objectives, this template will help you stay organized and productive. It’s also useful for anyone aiming to provide both tactical coaching and overall performance guidance.

How to use the template

Using the sales coaching template is simple:

1. Fill in session details: Start by documenting the session overview, including the names of the coach and sales rep, and the purpose of the session.
2. Review sales activity: Look at key metrics like sales calls, average deal size, and provide both qualitative feedback—highlighting strengths and areas for improvement.
3. Set goals and actionable steps: Define clear goals and break them down into actionable steps with deadlines.
4. Role play and practice: Use real-world sales scenarios to role play and set action plans for improvement.
5. Get feedback from your sales rep: Understand their perspective on what went well, what challenges they faced, and where they need more support.
6. Create a post-session action plan: Establish immediate actions and a follow-up check-in to ensure continued progress.
7. Provide resources for development: Offer relevant tools, training materials, and mentorship opportunities to support further growth.
8. Review manager’s observations and next steps: Summarize key takeaways from the session and define next steps for both the manager and sales rep.

With this template, every coaching session is an opportunity to drive real change and growth.

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Sales coaching template

Sales coaching template This sales coaching template is designed to help you guide and support your team through structured, impactful coaching sessions. Use it to track progress, ensure alignment on objectives, and provide clear next steps. Whether you’re coaching on specific sales tactics or…

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