Sales Coaching Plan Template

Looking for a quicker way to organize your sales coaching sessions?

Use this checklist as a guide to plan your coaching agenda and build more meaningful sessions.

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A clear agenda to follow before and during your 1:1 coaching sessions, including:

✓  Mental health, happiness check-in

✓  Performance and goal review

✓  Recorded call review

✓  Celebration of this week's wins

✓  Pipeline review

✓  Roadblock removal

✓  Goal setting for next week

Featuring 8 templated assets for easy customization.

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Case Study Template
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