Coaching Templates: Notes & Success Plans

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For the regular coaching sessions sales managers have with their team members, you can set up templates for your Coaching Notes. Whether it’s a weekly 1-on-1 session or a quarterly review, you can customize the questions you’ll use to guide discussions, ensuring consistency.

Now you can review the historical progress of those you coach, so you know if they’re improving with each session.

For time-based initiatives, such as onboarding a new employee, Success Plans help you keep track of everything you need in one place. Success Plans use these template-based Coaching Notes, action items, and performance metrics to help achieve your goals around one specific period of time.

Coaching Templates are available in our Coach solution.

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