Coaching Rhythm

If you were to spend four hours or so per month on coaching, what might they look like?  Sales managers who incorporate this set of coaching tasks into a rhythm might easily move their sales team’s performance needle.

Weekly:  Review Sales Reps' Tactics

  • Territory Plan - Where are you with a sponsor on your most important accounts?
  • Prospecting Activities - What new leads are you researching?
  • Best Next Actions on Top 10 Opportunities - What have you done in the last two weeks? What about the next two weeks?

Monthly:  Review/Discuss Reps' Strategy and Tactics

  • Top 5 Opportunities - What have you invested so far? What is the “Why Now“ conversation?
  • Forecast Status - Where is the risk in your forecast?
  • Review the Organization Map - Who else might you enroll at the account to gain momentum?

Quarterly:  Review Territory Goals and Identify Gaps

  • Review YTD Achievement - How did you source your revenue attainment?
  • Review This Quarter’s Plan - What are your selected accounts and opportunities for the next 90 days?
  • Review Pipeline - What is the size of your pipeline? What can you close this quarter? Where do you need help? What do we need to add to your pipeline this quarter?