Updated 8 min read

Coaching vs managing: how to do both in one 1:1

Managing sets the target and checks the numbers. Coaching changes how a rep works, so the numbers move next month. Most sales managers do plenty of the first and not enough of the second. Do both in the same 30-minute 1:1: the numbers first and fast, then one skill with the time that's left.

The difference in one line

Managing is making sure the work gets done. Coaching is helping someone get better at doing it.

When you manage, you set the target, agree what each rep will do this week and check whether they did it. When you coach, you pick one thing a rep does and help them do it better, mostly by asking questions and practising, so the numbers improve later.

The International Coaching Federation defines coaching as "partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential" (ICF). In a sales 1:1, that comes down to one habit: the rep does most of the thinking and most of the talking.

On a sales team the difference is sharper than in most jobs, because almost everything a rep does can be counted. That makes the managing side easy to do and the coaching side easy to skip.

What each looks like in a sales manager's week

In your weekManagingCoaching
Question it answersIs the work getting done?How could this rep do it better?
What you look atCalls, meetings, pipeline, deals against targetOne skill: an opener, a discovery call, a follow-up
Who talks mostYouThe rep
Time frameThis week and this monthNext month and next quarter
What it sounds like"You're at 40 calls against 80. What's the plan for Thursday?""Talk me through that call. Where did it go quiet?"
When it's doneThe rep knows what's expected and by whenThe rep has one thing to try and a date to review it

You need both. A manager who only manages gets reps who hit activity numbers and never get better at converting them. A manager who only coaches gets good conversations and a missed quarter. So do both, every week, with the numbers kept brief and most of each 1:1 spent coaching one skill.

How to tell which one a problem needs

Before you react to a rep who's behind, ask one question: is this a "won't" or a "can't"?

  • If the rep isn't doing the work (the calls aren't made, the follow-ups aren't sent, the CRM is empty), start by managing. Agree the number, agree when it'll happen, check on Wednesday.
  • If the rep is doing the work and it isn't turning into results (plenty of calls, few meetings; plenty of meetings, few deals), that's coaching. More pressure on activity won't fix a weak opener.
  • If you can't tell, look at the numbers first. They usually show which step is breaking.

A rep's numbers are the fastest way to find the coaching topic. The sales KPIs guide lists the seven to check weekly. If calls are high and meetings are low, the coaching topic is the first 30 seconds of the call, not "prospecting" in general.

There's a third answer that neither managing nor coaching fixes: the rep has too much else going on, or is in the wrong job. Name that honestly, in private, rather than coaching around it for months.

Four other words get mixed up with coaching. Each is a different job, and a rep needs a different one depending on the problem:

RoleWhat you doWhen a rep needs it
ManagingSet the target and check the workThe work isn't getting done
CoachingAsk questions so the rep improves a skill they already useThe work is done but isn't turning into results
MentoringShare what you did in their positionA first: a big account, a promotion, a hard client
TrainingTeach a group something newNobody on the team knows how yet
LeadingSet the direction and the standardThe team doesn't know where it's heading, or why

Mentoring and coaching get confused most. The CIPD describes a mentor as the more experienced colleague passing on what they know, and says mentoring relationships tend to run longer than coaching. It also names a catch for managers who coach their own people: the power relationship. You hold their target. So keep the coaching minutes about the skill, and save any talk about missed numbers for the managing minutes at the start of the 1:1.

One problem sits outside all five. If a rep's trouble is personal, like stress, money or family, it isn't a coaching topic. Listen, and point them to someone qualified to help.

How to manage without micromanaging

Good managing is short and predictable. Reps should know what's expected, when you'll check, and what happens when they're behind.

  • Agree weekly numbers from each rep's own targets and rates, not a number you pulled from the air.
  • Check at the same point every week. Wednesday works, because there's still time to recover.
  • When someone's behind, ask for their plan before you give yours.
  • Stop there. Checking every day, or asking for updates you can already see, is where managing turns into micromanaging.

When someone misses, name the number, ask for their plan to catch up and agree the day you'll check it.

How to coach one skill at a time

Coaching goes wrong when it's a list of ten things to fix. Pick one skill per rep per month.

  1. Choose it from the numbers, by asking where this rep's conversion drops most.
  2. Hear it or see it: listen to a recorded call, sit in on a meeting, or read a real follow-up email.
  3. Ask before you tell. "What did you want to happen there?" gets further than "You should have asked about budget."
  4. Practise it. Two minutes of roleplay on the exact moment beats twenty minutes of advice.
  5. Agree one thing to try this week, with a date to look at how it went.

If you can't listen to every call, an AI call summary can find the moment for step 2. Steps 3 to 5 still need you in the room.

GROW: an order for the coaching minutes

GROW stands for Goal, Reality, Options and Will. Performance Consultants, the firm Sir John Whitmore founded, says he and his peers built it in the late 1980s and early 1990s, and his book Coaching for Performance spread it. In a sales 1:1 it sounds like this:

LetterWhat it asksIn a sales 1:1
GoalWhat do you want to change?"By Friday, what should happen on your calls that isn't happening now?"
RealityWhat's happening now?"Talk me through the last call where it went wrong."
OptionsWhat could you try?"Give me two ways you could open that differently."
WillWhat will you do, and when?"Which one are you trying tomorrow, and when do we look at it?"

Ask for at least two options before you offer one of yours. If the rep's options are thin, put yours as a question: "What happens if you ask for 30 seconds first?"

Split a 30-minute 1:1 between the two

The 1:1 is where both happen. Do them in order: managing first, fast, then coaching with the time that's left.

Minutes 0 to 8: managing

- Last week's promise: done or not?

- This week's numbers against target

- One stuck deal and the next step on it

Minutes 8 to 25: coaching

- The skill we're working on this month

- A real example from this week (a call, an email, a meeting)

- Practise the moment that went wrong

- One thing to try before next week

Minutes 25 to 30: agree and write down

- Next week's promise

- The coaching action and when we'll review it

If the managing part runs over every week, the numbers aren't visible enough before the meeting. Fix that, and you get the coaching time back. Copy the full page from the one-on-one meeting template.

Made-up example: a manager with six reps selling office equipment to small businesses.

Monday: she reads last week's numbers before any 1:1s. Four reps are on target. Sam made 35 calls against 80. Leila made 90 calls but booked 2 meetings against a target of 6.

Tuesday, Sam's 1:1 needs managing. He had a big install to finish and fell behind. They agree 25 calls on Wednesday and Thursday mornings, and she'll look at his count on Wednesday afternoon. It takes eight minutes, and the rest of the meeting goes on his discovery calls, the skill they picked last month.

Tuesday, Leila's 1:1 needs coaching, because she doesn't need more calls, she needs more of them to turn into meetings. They listen to two of her calls together. Both times she explains the product for a full minute before asking a question. They practise an opener that asks for 30 seconds and then a question. Her one thing to try: the new opener on every call until Friday.

Wednesday: Sam's at 28 calls. On track. Nothing to say.

Friday: Leila booked 4 meetings from 85 calls, up from 2. Not yet at target, so the same skill stays on the list for another week.

Coaching sticks when the notes and action items don't get lost. ActivityTracker drafts a prep for each 1:1 with one thing to open with, two questions and a coaching move, keeps every session's notes on the rep's page, and sends action items into their task list.

See coaching in ActivityTracker

Switching from telling to asking

Most sales managers were promoted for selling well, so when a rep describes a problem, the answer arrives before the rep has finished. Telling feels faster this week. Over a quarter it costs you, because the rep learns to bring every problem to you.

Habits that help you ask instead:

  • Agree what the conversation is for at the start: "What do you want to get out of today?"
  • Ask first, every time. "What do you think happened?" comes before anything you'd say.
  • Wait after a question. Count to five in your head, because the rep's second sentence is usually better than the first.
  • Count your questions. After a 1:1, note how many you asked and how many answers you gave, and aim for more of the first.
  • End on something real: one thing to try, with a date, written where both of you can see it.

Coaching still lets you help. When asking has run out and the rep is still stuck, give the answer, then ask them to try it and tell you how it went.

Coaching yourself when nobody manages you

If you sell your own services, nobody runs your 1:1. Run a short one with yourself on Friday afternoon:

  1. Write the week's numbers: conversations started, follow-ups sent, meetings booked, deals won or lost.
  2. Pick the one number that surprised you, good or bad.
  3. Answer the GROW questions on paper: what you want to change, what happened, two things you could try, and which one you'll do next week.
  4. On Monday, read last Friday's answer before you start.

The managing half applies to you as well. Set the week's numbers on Monday and check them on Wednesday, while there's still time to catch up.

Common mistakes

  • Calling a pep talk "coaching". Coaching is about a specific skill and ends with something to try.
  • Coaching a rep who isn't doing the work. Sort the activity first, or the coaching has nothing to work on.
  • Managing your best rep. They need less checking and more help with the one skill that would take them further.
  • Doing both in the team meeting. The team meeting is for numbers and news. Coaching belongs in 1:1s, where a rep can admit what they're finding hard.
  • No notes. If you can't remember what you coached last month, neither can the rep.

Keep reading

Questions people ask

Sources

Check the numbers. Then coach one thing.

Every rep, every week.

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