Free Sales Coaching Templates

Download our ready-to-use, plug-and-play sales coaching templates for Excel. Created and used by industry experts, from companies you know and trust.

Steal them, copy them, make them your own — and launch a revenue-driving, culture-boosting coaching program today.

Weekly 1:1 Templates

[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.

Ambition's VP of Sales

ROOM's Director of Sales

Katie Johnson shares the structure of her weekly coaching sessions.

ROOM's Director 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

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

CallRail's VP of Sales

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

CallRail's VP of Sales

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

Coaching Question Library

Need inspiration? Below you'll find the most comprehensive (and free!) question library on the internet to help managers be more effective coaches.
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Brian Trautschold
COO - Ambition

What challenges or roadblocks do you need help with?

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Brian Trautschold
COO - Ambition
Quarterly Performance Review

What is the one thing you have accomplished since the last review that you are most proud of?

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Brian Trautschold
COO - Ambition
Performance Review

Are there any projects you'd really like to work on if given the opportunity?

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Brian Trautschold
COO - Ambition
Sales Development Daily

On a scale of 1-10, how productive were you yesterday? What kept you from a higher number?

Great way to instill accountability and discipline.

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Brian Trautschold
COO - Ambition
Quarterly Performance Improvement Plan Performance Review

Is there another role within our company where you feel you would excel? Why?

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Brian Trautschold
COO - Ambition
New Hire Promotion

What have you found within this position that's surprised you? Why?

Great open-ended question that helps to improve training.

Thought Leaders

Industry experts with track records building, scaling, and optimizing high-performance teams.
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Ambition
Sales Management Software
Templates: 9
Questions: 0
Downloads: Coming Soon!
Shares: Coming Soon!
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Mark McWatters
VP of Sales
Templates: 1
Questions: 0
Downloads: Coming Soon!
Shares: Coming Soon!
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Brian Trautschold
COO - Ambition
Templates: 0
Questions: 6
Downloads: Coming Soon!
Shares: Coming Soon!