Advisor OS / For reps
One-on-one sales coachingOne-on-one sales coaching for when leads stop replying and appointments don't happen
We start from your own numbers: contacts, appointments booked, appointments met, sales closed. Then we coach the one step where they drop.
30 minutes, times shown in your timezoneMost reps don't fall behind for lack of effort. They're running the month from memory.
Leads sit in three chats, a notebook and your head. Nothing holds the process except you, and you're busy selling.
- The prospect who said "call me after March" never got called.
- Confirmed appointments turn into no-shows.
- You find out you're behind in the last week of the month.
- A prospect goes quiet and you notice weeks later.
A coach who asks how Thursday's meeting went
A course
Teaches you once and moves on.
A CRM
Waits for you to update it.
Your coach
Checks the step you agreed to work on, against your own numbers.
See exactly where your month leaks
Each rate points at a different fix.
- If APlenty of contacts, few appointments: we work on your opening.
- If BBooked but not met: we set up a confirmation before every meeting.
- If CMeeting people and not closing: we practise objections and the close.
Fourteen booked appointments never happened, so confirmations come first.
It's Thursday. You said you'd confirm the 3pm. Who checks?
Your list does. Every lead carries the date you promised to come back, and every meeting gets a confirmation before it happens.
- One list each morning: who to call back and who to confirm.
- Each drafted follow-up waits for you to read it and say yes.
- Your three rates, worked out from what you logged.
For early-career reps who'd rather not learn it all by trial and error
A good fit
Reps in their first years with a monthly target, in any industry.
Not a fit
You want leads handed to you. We coach what happens after.
The questions reps ask us first
What is one-on-one sales coaching?
Coaching for you alone, on your own month. We start from your numbers, find the step where you lose the most sales, and work on that one until it moves.
What will we work on?
The step your numbers point at: the opening, confirmations, objections or the close. You practise it out loud with your coach before you try it on a prospect.
Do I need to be in insurance or finance?
No. Any job with a monthly target has the same four numbers: contacts, appointments booked, appointments met and sales closed. Financial advisors have a page of their own.
Is finding leads part of it?
No. Leads come from you, your referrals and whatever your company runs. We help you stop losing the ones you already have.
Will my manager see my numbers?
If your team works with us, yes. Your manager sees the same four numbers you do, so the talk turns to which step dropped.
How long before my numbers mean anything?
About a month. Your list and follow-up dates work from day one, but your ratios need a month of your own activity first.
Can the reminders go out on WhatsApp?
Yes, from your own number, if you want them. Read how they work, and what WhatsApp says about linked devices, before you decide.
What does it cost?
We go through that on the call.
What happens on the 30-minute call?
You tell us where your month goes wrong. Bring your numbers if you have them. We'll tell you which step we'd coach first, and say so if we're not the right fit.
Find the step that's costing you sales, on a 30-minute call
Bring last month's numbers, or just the chats. We'll tell you which step we'd coach first.
30 minutes, times shown in your timezone