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Worksheet: Sales Coaching Prep

Sales performance improvement

sales coaching prep

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What’s Inside

Effective sales managers establish a regular cadence for inspection of salespeople’s pipelines and opportunities, and prepare in advance for coaching conversations.

Richardson Sales Performance's worksheet, Sales Coaching Prep, helps your sales managers prepare for coaching conversations, to ensure that they are productive and useful for both the manager and the seller. This simple planning tool ensures sales managers are better prepared to coach and keep sellers on track.

It helps to:

  • Identify gaps between expectations and results
  • Outline a joint plan of action
  • Keep track of a follow-up schedule

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