Sales Rep Performance Coaching Plan

M

Marcus Lee

@marcus-lee

·

Structured coaching plan for developing underperforming sales reps.

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Create a coaching plan for a sales rep needing improvement.

Rep name: {{rep_name}}
Performance gaps: {{performance_gaps}}
Strengths: {{strengths}}
Time in role: {{tenure}}

Develop a structured coaching plan:

1. Diagnostic Assessment
   - Root causes of performance gaps
   - Skill vs. will analysis
   - Environmental factors

2. Development Priorities
   - Top 2-3 focus areas
   - Why these are highest impact
   - Success metrics for each

3. Coaching Activities
   - Call shadowing schedule
   - Role play exercises
   - Ride-along plan
   - Training recommendations

4. Accountability Structure
   - Weekly check-in format
   - Progress milestones
   - Escalation triggers

5. 30/60/90 Day Expectations
   - Specific improvements expected
   - Decision points
   - Support commitment from me

Details

Category

Business

Use Cases

sales coachingperformance managementteam development

Works Best With

gpt-4oclaude-sonnet-4
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