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.
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.
Outreach's SDR Manager
Brooke Bachesta's template includes the top metrics and daily goals for her team members.
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.
DealPath's Head of Sales
Chris Pham ensures that every session is tactical and ends with a clear course of action.
SignalHQ's President
Dallas Hogensen covers these four areas of conversation for every 1:1.
Vidyard's Senior Manager of Business Development
Every Monday, Ellen Stafford uses this structure to prep for her team's 1:1s.
Alleyoop's Sales & Training Manager
Andy Duwe structures his sessions around the 7 core metrics that matter for his team.
CallRail's VP of Sales
Copy Jason's coaching template and immediately start running smarter sessions.
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
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.
