Sales Coaching Session

Use this template to maximize your sales rep performance and empower them to positively impact the greater sales organization.

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Tone of the meeting


Ask questions before the meeting that will help give context to the coaching session.


Ask questions that open the floor for coaching.

Are you currently meeting your KPI’s

What’s on your mind?

What are your goals?

Action items

What actions do we need to take to reach your goals?

Follow up

Create a follow-up for each action item and detail how we are going to resolve them.

Closing questions

Get feedback on the coaching session by asking questions.

What was the most useful part of what we talked about today?

What makes you say that?

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