Using Templates to Drive Scalable Coaching

There’s no doubt about it: effective and consistent sales coaching is the #1 thing you can do to drive performance and productivity on your team — and to create a culture of winning on your sales floor.

Most managers want to coach, but they don't always know where to start. Templates help de-stress the situation, turning any manager into a prepared & effective coach. Our new program templates are designed to make it easy for admins to deploy training across the organization.

Program Templates

Program Templates are true to the term template. Admins can build out the structure of the coaching program, and then managers can select this template from a dropdown list in the 'Create Program' form. This method allows the manager to use their preferred cadence for specific roles or individuals, without having to develop their own list of questions and metrics to review.

Click here to learn how to build a coaching program template.