Advisor OS / Sales coaching
Sales coachingSales coaching that shows where each rep is stuck
Find the step where each rep drops off, coach that step, and stop rebuilding the week on Friday.
30 minutes, times shown in your timezoneIllustrative. Each rep's ratios come from what they log, after about a month.
Without numbers per rep, the same problems repeat every month
Your team is busy. The work lives in a group chat, a spreadsheet tab and people's heads, so you find out how the month went once it's over. Then everyone gets the same talk, because you can't see who's short on appointments and who's losing them at the close.
- Leads come in and nobody can say who followed up.
- Appointments get booked, then don't happen.
- You learn the week's pace on Friday.
- You nag to find out who's doing the work.
A training day, a CRM, a Monday meeting. Here's why none of them held.
Each one fixes part of the problem and leaves the rest to you.
A training day
Everyone hears the same thing, and it's gone in a week.
A CRM
The team stops updating it after two weeks, and it never says which step a rep is stuck on.
A Monday meeting
You hear what people remember to tell you.
Coaching from memory
You coach the rep you're worried about, and the steady middle gets nothing.
A clear plan for each rep, not more guesswork
Each step is done with you, and the biggest leak comes first.
- Start with one problemYou tell us what's slowing the team down, and we pick the biggest leak first.
- Count what each rep doesCalls, appointments set, appointments met and sales closed, one tap each. After about a month, every rep has their own ratios.
- Coach the step that's brokenFew appointments means practising the opening. Booked but not met means confirmations. Met but not closed means objections and closing.
- Check the number movedThe same ratios show whether the coaching worked, so the next plan starts from what happened.
Coaching on the five places a sale stalls
Where a rep drops off tells you what to coach.
| Where it stalls | What the numbers show | What we coach |
|---|---|---|
| Prospecting and outreach | Few conversations started | Who to contact, and what to say first |
| Appointment setting | Plenty of calls, few appointments | The opening and the ask, practised out loud |
| Follow-up | Leads go quiet after the first chat | A date on every lead, and the follow-up done on it |
| Show rate | Appointments booked, then no-shows | How meetings get confirmed |
| Objections and closing | Meetings held, few sales | Objection handling and the closing conversation |
Stop coaching every rep the same way
Two reps can miss the same number for different reasons. We help you see each one's strengths, blind spots, how they take feedback and what motivates them, so your coaching fits the person.
- A personal development plan for each rep.
- A clear view of what each rep works on next.
- How to give each rep feedback they'll act on.
Keep the follow-up going without nagging
Coaching fades when nothing holds it between sessions. Every lead in the pipeline carries the date someone promised to come back, and what a rep agrees to in a 1:1 lands in their task list.
- Reps book their own 1:1 in the hours you set, and you prep it from their week of activity.
- The team board shows who hasn't logged in days, and their weekly reflection sits beside your notes.
Illustrative. The next 1:1 starts from what's done and what's still open.
Who this is for, and who it isn't
A good fit
You manage a team of reps and still sell, the work lives in chats and a spreadsheet, and you want each rep coached on their own numbers.
Not a fit
One person selling alone, a team that wants a training day and nothing after it, or reps who won't log what they do.
Sales coaching, answered
What is sales coaching?
It's working with one rep on the part of the sale they're weakest at, then checking it got better. Training teaches the whole team the same thing, while coaching starts from that rep's own numbers.
How is this different from sales training?
Training is one session for everyone. We start from each rep's ratios, coach the step that's broken, and keep the follow-up running between sessions so it doesn't fade.
Will my team actually log what they do?
Some won't at first. Logging is one tap per call or meeting, and the board shows who hasn't logged in days, so you know who to talk to.
How long before the numbers mean anything?
About a month. Follow-up dates work from day one, but each rep's ratios need a month of their own activity first.
Will my reps feel watched?
They see their own numbers, the same ones you see. The talk changes from "why are you behind" to "your calls are fine, your appointment rate isn't".
What does it cost?
We'll go through that on the call, once we know which problem you want fixed first.
What happens on the 30-minute call?
You tell us what's slowing the team down, and we come prepared. If we're not the right fit, we'll say so.
Stop carrying every rep's month yourself
Tell us what's slowing the team down. We'll come prepared, and tell you which step we'd coach first.
30 minutes, times shown in your timezone