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Sales Coaching Session Template

Use this template to maximize your sales rep performance and empower them to positively impact the greater sales organization.

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    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Sales Coaching Session Template:

1 Pre-work

Ask questions before the meeting that will help give context to the coaching session

2 Check-in

Ask questions that open the floor for coaching.

  • Are you currently meeting your KPI’s
  • What’s on your mind?
  • What are your goals?

3Action Items

What actions do we need to take to reach your goals?

4Follow up

Create a follow-up for each action item and detail how we are going to resolve them.

4Closing questions

Get feedback on the coaching session by asking questions.

  • What was the most useful part of what we talked about today?
  • What makes you say that?
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