Sales coaching for teams of financial advisors, property agents and sales reps
Sales coaching that survives a busy week.
Prep a 1:1 in a minute, write it on the rep's page, and send what they agree to straight into their task list, while reps book their own slot.
28 Sep
Few new meetings. Lim deal stuck.
14 Sep
Follow-ups piling up
Priya's tasks
- Nothing yet
Six moments
Your 1:1s, from booking to follow-through
01Booking
1:1s on the calendar, booked by the rep.
Share your booking page and reps pick a slot in the hours you've set. Your Google Calendar's busy times never show.
- Your weekly hours, plus days off
- A confirmation email to you both
- A monthly email reminding reps to book
Mon 28
Tue 29
Wed 30
Thu 1
02Before the 1:1
Walk into every 1:1 knowing their numbers.
Their page has this week's activity next to their goal, and eight weeks of it as a trend. Tap Prep me and it drafts your opening.
- An opener, picked from their week
- Two questions in their own reflection words
- One thing to recognise them for
Priya, this week
38 of 55 pts
8 weeks
03During the 1:1
Every 1:1 with a rep, on one page, in date order.
Write the session in your own columns, like topics, action plan and remarks. Last month's notes are one scroll up.
- Columns you name yourself
- A photo or PDF on the entry
- List, spreadsheet or document view
14 SepFollow-ups piling up
Block 4 to 5pm for follow-ups. All sent on time.
24 AugPricing questions
Role-play two objections. More confident.
10 AugNew meetings
10 new calls a day. Hit it 4 of 5 days.
04After the 1:1
Action items that are still there at the next 1:1.
Save the entry and the app suggests tasks from what you wrote. Tick the ones you agreed and they go straight into the rep's task list.
- Suggested from your notes
- Tick the ones they agreed to, then Assign
- The rep gets a notification
28 Sep entry
Few new meetings, lots of follow-ups. Lim deal stuck on their finance team. Plan: two new meetings by Friday.
Priya's tasks
- Nothing from coaching yet
05The next 1:1
See what they finished before you sit down.
The rep's tasks tab shows what's still open and what's done, so the next session starts from where the last one ended.
- What's still open, and what they finished
- Send a nudge on one that's stalled
- Every coaching task under the rep's name
1 open, 1 done
- Book two new meetings before Friday
- Call the Lim finance lead about the stuck deal
06The middle of the team
Coach the middle of the team, not just the bottom.
The team view flags anyone who hasn't logged in days, and every rep's page shows their trend, so the steady ones get a 1:1 too.
- Who's gone quiet, at a glance
- Eight weeks of trend per rep
- Their weekly reflection, if they shared it, beside your notes
And the small stuff, handled.
Run this week's 1:1s, even the busy ones.
Share your booking page and let the reps pick a slot.