# Sales coaching template

Use this 30 minute session to inspect one call moment, choose one behavior and practice the next response. Keep the exact evidence separate from interpretation. This is a coaching record, not a performance rating.

Rep: [Name]

Manager: [Name]

Session date: [Date]

| Time | Manager and rep action | Record |
|---|---|---|
| Before the meeting | Rep selects one call and names the moment they want help with | [Write here] |
| 0 to 5 minutes | Agree on the outcome for this session | [Write here] |
| 5 to 12 minutes | Review the chosen call moment and capture exact evidence | [Write here] |
| 12 to 18 minutes | Diagnose the behavior and its cause | [Write here] |
| 18 to 25 minutes | Practice the moment, score it, and retry | [Write here] |
| 25 to 30 minutes | Set the next action and choose the live call to review | [Write here] |

## Prepare before the meeting

What happened? [Write here]

What did the rep do or say? [Write here]

What alternative behavior is worth testing? [Write here]

## Session record

### Call or opportunity

[Write here]

### Call stage

[Write here]

### Moment reviewed

[Write here]

### Evidence from the call

[Write here]

### One behavior to change

[Write here]

### Practice scenario

[Write here]

### Pass condition

[Write here]

### Next live-call test

[Write here]

### Owner

[Write here]

### Review date

[Write here]

Practice attempt and retry evidence: [Write here]

Follow-up observation: [Write here]