Free Sales Coaching Templates

Download our ready-to-use, plug-and-play sales coaching templates for Excel, Numbers, or Google Sheets. These coaching templates are created and used by sales experts, from companies you know and trust.

There have been over 2,600 downloads of our templates this year. Go ahead and steal them, copy them, make them your own — and launch a performance-driving, culture-boosting coaching program today.

[PREMIUM TOOLKIT] Goal: Meetings Set

If you want more meetings set, this template is your 1:1 guide. Includes a FREE formula builder.

G2's Regional VP of Business Development

Becca Holland's coaching sessions give reps what they need to hit specific goals.

G2's Regional VP of Business Development

Outreach's SDR Manager

Brooke Bachesta's template includes the top metrics and daily goals for her team members.

Outreach's SDR Manager
When it comes to building modern, metric-driven teams you need more than Excel to run your playbook. Ambition turns templates into systems so that you can spend more time coaching and less time pivot-tabling.

Ambition's VP of Sales

See the exact questions that Mark McWatters asks during his 1:1s with Ambition's AEs.

ROOM's Director of Sales

Katie Johnson shares the structure of her weekly coaching sessions.

ROOM's Director of Sales

DealPath's Head of Sales

Chris Pham ensures that every session is tactical and ends with a clear course of action.

DealPath's Head of Sales

SignalHQ's President

Dallas Hogensen covers these four areas of conversation for every 1:1.

SignalHQ's President

Vidyard's Senior Manager of Business Development

Every Monday, Ellen Stafford uses this structure to prep for her team's 1:1s.

Vidyard's Senior Manager of Business Development

Alleyoop's Sales & Training Manager

Andy Duwe structures his sessions around the 7 core metrics that matter for his team.

Alleyoop's Sales & Training Manager

CallRail's VP of Sales

Copy Jason's coaching template and immediately start running smarter sessions.

CallRail's VP of Sales

Sales Coaching Templates That Show Serious ROI

Sales coaching can take many different forms depending on your industry and what your team needs, but the main principles remain the same:

  • Reinforce Successful Behaviours
  • Grow Your Team’s Skills
  • Correct and Replace Ineffective Behaviors
  • Guide Your Team to Their Objectives
These core values provide the foundation of any good sales coaching strategy, however, other important details can be easy to overlook. That’s why Ambition has compiled this collection of industry-standard sales coaching templates to give you a headstart on creating your dream team.

Effective sales coaching is more than just a pipeline review or run down of your meetings this week. These coaching templates provide a look into how other sales managers and directors are developmentally coaching their reps to not only improve performance but increase path toward promotion and retain top talent.

We have a ton of coaching ideas and tips for everyone from sales enablement to SDR managers to VPs and more that can be found right inside these sales coaching templates.

Set More Meetings With Our Most Popular Coaching Template

Our Meetings Set coaching template has been downloaded 66% more than any other coaching template in our gallery. The Meetings Set template comes with efficiency metrics and benchmarks to show performance improvement over time which helps managers show the efficacy of their sales coaching. If you manage an inbound or outbound SDR team who focuses on meetings or pipeline as a KPI, this is a great coaching template for you to try first!

Coaching Templates That Follow Successful Coaching Models

Ambition’s curated collection of Sales Coaching templates provides you with ready-to-use coaching programs created and used by sales experts we know and trust. These sales coaching templates give you the framework to immediately start running consistent, metric-based 1:1s that will increase your effectiveness, improve retention, and develop your team into smarter, stronger sellers.

The coaching templates call out why specific questions are important and they include observation, reflection, and application questions to leverage the format of the most effective coaching models.

We sourced these templates from our customers and other highly respected sales leaders so that you have options to choose from several different coaching templates and coaching styles that best match your sales coaching approach.

Don’t let So-So Sales Coaching Cost You

Since these coaching templates were created by sales experts, they’ve already done the hard part for you. With these sales coaching templates, you’ll be able to track and document important information like individual objectives and KPIs (use our scorecard templates if you’d like!), internal conversations, document responses, and more. These coaching templates help everyone from beginner coaches to seasoned vets who want to lean more into developmental coaching to help retain reps and attract talent. With over 2,600 downloads of our sales templates so far, we know sales coaching is getting a whole lot better. Try one yourself!
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