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.

blue email icon
Thank you! Please check your inbox.
Oops! Something went wrong.

By downloading, you agree to our Terms of Service and Privacy Notice. You also agree to receive account-related emails from Close, including tips and product updates.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
green checkmark icon
Free Resources
New
Share on:
gray facebook icon
gray twitter icon
gray linkedin icon

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.

Case Study Template
Competitor Comparision Chart
Case Study Template
No items found.

No items found.

More great books to help you crush it.

We'll provide you the knowledge and inspiration you need to up your sales.

Sales Forecasting Template
Allocate budgets, spot emerging trends, and catch potential pitfalls early using this 24-month sales forecasting template.
Consultative Selling
Get a clear consultative selling definition, understand the pros and cons of using this method, & learn specific strategies to get started.
The Startup Sales Resource Bundle
9 email templates, 3 checklists, 2 scripts, and 5 books designed to help your sales team crush it.
Sales Email Sequence Templates
47 email sequences from the biggest names in SaaS, all pre-formatted for your CRM. Download the entire set and remix to create your own killer sales email strategy.
High Performance Sales Deck Templates
6 free beautifully designed sales deck templates, plus instructions on customizing them for your product or service.
Ideal Customer Profile Kit
No B.S. templates to identify your best customers with pinpoint accuracy.
The Follow-Up Formula
How to get everything you want by doing what nobody else does.
Leading Sales Teams Through Crisis
We've curated the best advice on navigating through this crisis in our latest book.
CRM Excel Template
Get visibility on your deals and pipeline with this free sales CRM template for Excel.

Free trial
Free migration
Free support
No credit card needed

Start your 14-day free trial
white user star icon

On-demand demo

Learn the how + why of Close in 10 minutes.

Watch now
black chat icon

Talk to a real human

Get the gist of Close with a guided, B.S.-free tour.

Book a call