Sales Coaching Plan Template cover
Free Resource

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.

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

✓  Mental health, happiness check-in

✓  Performance and goal reviwe

✓  Recorded call review

✓  Celebration of this week's wins

✓  Pipeline review

✓  Roadblock removal

✓  Goal setting for next week

Sales Coaching Template

Coach your reps to more revenue with built-in call coaching in Close.

Close Business users now have in-app listen, whisper, and barge features—all within the CRM.