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.
How Sales Coaching Templates Can Help You
A free coaching template provides an outline for you to develop your own coaching habits with your team. These templates give you a glimpse into how other sales managers and directors are successfully coaching their reps, so you can follow their lead and find your own path as you go. Most teams find it helpful to use them as a starting point for their own coaching initiatives, making changes for their individual processes as needed.If you’ve never implemented a coaching strategy, it can feel daunting. But templates can be really helpful to get you started on the right path to coaching success. If you’ve tried coaching and haven’t seen the results you expect yet, coaching templates help guide you toward a proven method that might produce better results!
Templates also provide you with an easy way to explain the coaching process to the team—this way, they have a clear view of how coaching sessions will operate and can contribute feedback to any changes that need to be made to coaching initiatives over time.
You don’t have to be a seasoned coach to run effective coaching sessions with your team—you just need the right game plan to get you going, and that’s why we offer several template options. All you’ve got to do is copy the template, follow it, make it your own, and start seeing tangible change across your sales team.
Give one of our templates a try and let us handle the initial coaching strategy so you can focus on winning the game.
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!Sales Coaching Best Practices
98% of people say they’re more likely to stay with a company that offers ongoing coaching. Having clear visibility into the progress you and your team are making allows you to spot issues and rapidly make adjustments to keep you on track. Coaching can greatly impact your trajectory toward target goals and consistent productivity. Knowing whether or not to intercede with coaching can make or break individual sales rep and team growth.Sales coaching allows sales managers to guide rep behavior, maintain accountability, increase productivity, and more. Some industry-standard best practices include:
- Practicing coaching sessions on a regular basis to make them a consistent part of team and company culture
- Formalizing the structure of meetings to ensure that everyone knows what to expect each time
- Having learning expectations and resources in place to direct reps to to further their learning in between sessions
Sales templates help set you up for success by providing the necessary formal structure to start conducting regular, consistent coaching sessions. From there, you’re able to adjust your coaching questions, meeting structure, discussion topics, and more to guide your team toward KPIs. And once you get going with coaching, it becomes a habitual part of you and your team’s workflow, another tool for the ultimate sales success!
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!
Frequently Asked Questions about
Sales Coaching Templates
The most important thing to do after downloading one of our coaching templates is to tailor it to your team!
For example, if you’ve downloaded our Meetings Set template, you’ll want to fill in your own metrics in the KPI
worksheet for the formulas to calculate the number of meetings you and the team will need to set to meet your objectives.
But you can fill out and edit your templates however you need—cut questions you don’t need, add questions you do, include additional exercises or metrics. You can even alter or adjust the structure of meetings to suit your preferences. The best part about our templates is that you can copy and edit them to your heart’s content.
If that seems overwhelming, don’t jump into making dozens of changes at once! Just start by filling in the necessary information our team and make any other edits as you begin trying the sessions and gathering feedback from the team.
But you can fill out and edit your templates however you need—cut questions you don’t need, add questions you do, include additional exercises or metrics. You can even alter or adjust the structure of meetings to suit your preferences. The best part about our templates is that you can copy and edit them to your heart’s content.
If that seems overwhelming, don’t jump into making dozens of changes at once! Just start by filling in the necessary information our team and make any other edits as you begin trying the sessions and gathering feedback from the team.
You can tailor any Ambition sales coaching template to your needs—so whether the template is intended as a
one-on-one coaching template or for a group coaching session, you can alter it to fit for one-on-one coaching.
Our variety of coaching templates doesn’t just demonstrate the difference in coaching styles that exists, but it
previews the possibilities, too.
Sales coaching can be incredibly individualized based on the team, the company, the objective, etc. So regardless of what the template originally says, it’s always recommended that you make any changes to fit your coaching needs. Even our one-on-one specific templates may need adjustments for your particular coaching sessions.
If it seems overwhelming to have so much control over changing the template, don’t jump into making dozens of changes at once! Just start by filling in any necessary information for your coaching sessions and make any other edits as you begin trying the sessions and gathering feedback from your reps to make your perfect one-on-one coaching template.
Sales coaching can be incredibly individualized based on the team, the company, the objective, etc. So regardless of what the template originally says, it’s always recommended that you make any changes to fit your coaching needs. Even our one-on-one specific templates may need adjustments for your particular coaching sessions.
If it seems overwhelming to have so much control over changing the template, don’t jump into making dozens of changes at once! Just start by filling in any necessary information for your coaching sessions and make any other edits as you begin trying the sessions and gathering feedback from your reps to make your perfect one-on-one coaching template.