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.

[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