Back to Sales Meetings

Sales Coaching Session Template

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

Template preview

Magnify Preview template

  • Pick a template

    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?
Get this free template

Template preview