Coaching, training and managing
| Training | Coaching | Managing | |
|---|---|---|---|
| Purpose | Teach a skill or process to many people | Improve one person's specific skill | Hold people to targets and standards |
| Format | Workshops, modules, onboarding | One-to-one, on real calls and deals | Reviews, dashboards, one-to-ones |
| Frequency | Occasional | Weekly | Continuous |
| Question it answers | Do they know how? | Are they doing it well? | Are they doing it at all? |
Three things managers do
All three matter, but coaching is the one that changes behaviour. Training teaches someone what a good opener sounds like. Coaching listens to their opener on Tuesday's calls, tells them exactly what to change and checks on Thursday whether they changed it. For structured programs, see our sales training guide.
Why most sales coaching fails
- It does not happen. Coaching is the first thing cut when the month is busy, so reps get it only when things are already going wrong.
- It is too broad. "Be more confident on calls" is not coaching. "Ask your question within the first twenty seconds" is.
- It is about the deal, not the skill. Reviewing what to do on one deal helps that deal. Coaching the skill helps every deal after it.
- There is no practice. Feedback without practice fades by the next call.
- There is no follow-up. If nobody checks whether the change happened, it usually did not.
A weekly coaching rhythm
Monday
Review each rep's stage numbers and pick one skill per rep.
Tuesday and Wednesday
Listen live to calls, or sit side by side, and note examples.
One-to-one
30 minutes: one example, one change, practise it twice.
Thursday and Friday
Listen again for the change, and give quick feedback.
Friday
Note progress and the skill for next week.
Notice that most of the work happens outside the one-to-one. Listening on Tuesday gives you the example; the session on Wednesday turns it into one change; listening again on Thursday tells you whether it stuck. A one-to-one without the listening either side is a conversation about feelings, not a coaching session. Keep a one-line note for each rep each week: the skill, the example, the change and whether you heard it.
The rhythm needs about two hours per rep per week, including listening time. For a team of five, that is most of a day. It is the best day of the manager's week.
Coaching from the numbers
Stage metrics tell you which skill to coach. A rep with a low connect rate does not need opener coaching. A rep with plenty of conversations and few meetings does. Start with the numbers, then listen to calls to confirm.
| Weak stage | Nousu benchmark | Skill to coach first |
|---|---|---|
| Connect rate | 14% of dials | List quality, call timing (10am to 11am and 2pm to 3pm local), number verification |
| Decision-maker conversation rate | 6% of dials | Gatekeeper handling and targeting. See getting past the gatekeeper |
| Meeting rate | 22% of decision-maker conversations | The opener, the first question and the ask |
| Show rate | 75% to 85% | Booking inside a week, invite on the call, confirmation the day before |
| Meeting to opportunity | 50% for phone-sourced meetings | Qualification questions and the handover note |
Which skill to coach, by weak stage
Run each rep's numbers through the meetings per dial calculator. It flags the stage furthest below benchmark, which is usually the right place to start coaching.
Live call coaching
The best material for coaching is a real call. Listen live, sit side by side or join a calling block on the dialler's listen-in function where your setup allows it, and note the exact words the rep used. Immediately after a call, ask the rep to review it themselves before you say anything.
Three-question call debrief
1. What went well on that call? 2. If you made it again, what's one thing you'd change? 3. What would you say instead, word for word? (Then add one observation of your own, with the exact words you heard, and practise the new line twice.)
Use it straight after a live call while it is fresh. Let the rep answer first: self-identified changes stick better. Common mistake: listing five things to fix.
Replace everything in double curly brackets before you use it.
Side-by-side coaching is especially useful for new reps. Sit next to them for a calling block, say nothing during the calls, and debrief after each one. Reps often know exactly what went wrong; they need a manager to help them name it and practise the fix before the next dial.
Keep it short and frequent. Five minutes after a call beats an hour on Friday about calls nobody remembers. If your business plans to capture calls for later review, check the consent and privacy rules that apply first.
Role plays that work
Role plays have a bad reputation because they are often run badly: a rep performing for the team, a manager playing an impossible buyer, nobody practising anything specific. Done well, they are the fastest way to build a new habit.
Running a useful role play
- Pick one moment, such as the first twenty seconds, a gatekeeper or the "send me an email" brush-off.
- Play a realistic buyer, based on what real buyers said this week.
- Keep each run to two minutes.
- Give one piece of feedback, then run it again straight away.
- Swap roles so the rep hears it from the buyer's side.
- Finish with the rep saying the new line in their own words.
Script material for role plays is in the cold call scripts library, and the cold call script generator produces objection responses you can practise.
A call scorecard
A scorecard keeps coaching consistent between managers and over time. Keep it short: a long scorecard turns coaching into an audit.
SDR call scorecard
Rep: {{rep_name}} Date: {{date}} Call: {{account}}
Score each 1 (not yet) to 3 (strong):
[ ] Opener: name, company and a reason in two sentences
[ ] Question asked within twenty seconds
[ ] Listened and followed up on the answer
[ ] Handled the first brush-off calmly, with one question
[ ] Clear ask with two specific times
[ ] Next step confirmed and logged
One thing done well: {{strength}}
One thing to practise: {{skill}}
New line, word for word: {{new_line}}Use it on two or three calls per rep per week. Share the scorecard with reps so they know what good looks like. Common mistake: scoring everything and coaching nothing.
Replace everything in double curly brackets before you use it.
Giving feedback that lands
Feedback works when it is specific, timely and about behaviour, not personality. Name exactly what you heard, explain the effect it had and agree what to do instead.
| Vague | Specific |
|---|---|
| "You need to be more confident." | "You paused and said 'sorry to bother you'. Try opening with your name and the reason instead." |
| "You talk too much." | "After your question, you answered it yourself before the buyer could. Count to three." |
| "Good call." | "Offering Tuesday or Thursday instead of asking when they were free got you the meeting. Keep doing that." |
| "Work on your objections." | "When she said 'send me an email', you agreed and hung up. Ask one question first." |
Vague and specific feedback
Praise counts as coaching too. Telling a rep exactly what worked makes them more likely to repeat it, and a team that only hears criticism stops listening. A useful structure for the conversation is the GROW model (goal, reality, options, way forward), popularised by John Whitmore.
Coaching SDRs and account executives
SDR, New
New SDR
Basics on live calls: opener, first question, the ask, CRM notes. Frequent, short feedback.
SDR, Experienced
Experienced SDR
Harder accounts, multi-threading, sharper qualification, helping coach new SDRs.
Account executive, New
New account executive
Discovery depth, playing back the problem, next-step discipline.
Account executive, Experienced
Experienced account executive
Negotiation, complex buying groups, forecast accuracy, mutual action plans.
For account executives, coach deals as well as calls, but always pull the lesson back to a skill. "What would you do differently on the next deal like this?" turns a deal review into coaching. Our sales closing techniques guide and consultative selling guide have material for those sessions.
Coaching new SDRs in their first month
New SDRs need more coaching, more often and on fewer things. In the first month the goal is confidence and the basics, not polish. A new rep who makes fifty calls a day with an imperfect opener learns faster than one who makes ten perfect-sounding calls and spends the rest of the day rewriting the script.
| Week | Coaching focus | Frequency |
|---|---|---|
| Week 1 | Getting on the phone: first calls, CRM logging, calm delivery | Feedback after most calls |
| Week 2 | The opener and the first question | Feedback after every few calls, a daily debrief |
| Week 3 | The first brush-off and the ask | Daily role play, debriefs twice a day |
| Week 4 | Booking, confirmation and the handover note | Daily debrief, first full one-to-one |
A coaching focus for a new SDR's first month
Expect the numbers to lag in the first weeks. In Nousu's data it takes 4 attempts on average to reach a decision maker, so a new rep's first fortnight mostly builds the attempts that pay off later. Coach the behaviour and let the meetings follow. Our SDR onboarding playbook covers the full 90 days.
Peer coaching and team learning
A manager cannot be on every call. Peer coaching spreads the load and often lands better, because reps trust colleagues who are doing the same job this week. Structure it lightly so it stays useful rather than turning into a chat.
- Call swaps. Two reps listen to each other's calls for twenty minutes and each names one thing to copy and one thing to change.
- Best line of the week. In the team meeting, each rep shares one line that worked with a real buyer. Add the good ones to the shared script.
- Objection of the week. The team agrees one objection to practise, and everyone role plays it in pairs for ten minutes.
- Senior SDRs as coaches. Give experienced reps a small, recognised coaching role with new starters. It is good preparation for management.
When coaching becomes a hard conversation
Sometimes coaching shows that a rep is not improving, or that the issue is effort rather than skill. Say so early and plainly. The kindest thing a manager can do is name the gap while there is still time to close it.
Opening a hard coaching conversation
I want to be straight with you, because I think you can do this job well. Over the last {{weeks}} weeks, {{specific_metric_or_behaviour}} has stayed at {{level}}, against {{expectation}}. We've worked on {{skill}} and I haven't seen it change on calls yet.
What's getting in the way, from your side?
(Listen.)
Here's what I suggest for the next {{period}}: {{plan}}. We'll review it on {{date}}. What support do you need from me?Use it when a gap has persisted despite coaching. Keep it to facts and behaviour. Write down what was agreed and follow your company's process if it does not improve.
Replace everything in double curly brackets before you use it.
Coaching remote and hybrid teams
Coaching remote reps takes more structure, because you cannot overhear calls or notice a rep having a bad morning. Book live listening time in advance, keep one-to-ones on video, and agree a quick way for reps to ask for help between sessions. At Nousu our callers work in-house in Sydney, partly because coaching is easier when a manager can hear the room.
- Schedule listen-in sessions in the calendar, in the peak calling windows.
- Keep a shared coaching log so the rep and the manager can see the skill being worked on.
- Run short group role plays on video once a week.
- Check in on energy and wellbeing as well as numbers: cold calling alone at home is hard.
Measuring whether coaching works
Coaching should move the stage metric it targets. If you coach a rep on the opener for three weeks and their meeting rate does not move, change the approach. Track the skill coached each week next to the relevant metric, and review the log monthly.
- Connect rate14% of dials
- Decision-maker conversations6% of dials
- Meeting rate22% of conversations
Coaching habits checklist
- Every rep has a one-to-one this week, at a fixed time.
- Every rep knows the one skill they are working on.
- The skill was chosen from their stage numbers and confirmed on live calls.
- Every session included practice, not only discussion.
- You listened for the change during the week.
- Praise was as specific as criticism.
Frequently asked questions
What is sales coaching?
Regular one-to-one work by a manager to improve a rep's specific skills, using real calls, real deals and practice, one skill at a time, every week.
What is the difference between sales coaching and sales training?
Training teaches a skill or process to many people, usually occasionally. Coaching improves one person's use of a skill, weekly, using their own calls and deals.
How often should sales managers coach?
Weekly for every rep, with a 30-minute one-to-one and some live call listening. Short feedback straight after calls between sessions works even better.
What should I coach first?
The stage furthest below benchmark. Nousu's benchmarks are 14% connect rate, 6% of dials reaching a decision maker and 22% of those conversations booking a meeting. Confirm the skill on live calls before coaching it.
How do you run a sales role play?
Pick one moment, play a realistic buyer, keep runs to two minutes, give one piece of feedback, run it again, swap roles and finish with the rep saying the new line in their own words.
What is a sales call scorecard?
A short list of the behaviours that make a good call, scored on a simple scale, used to keep coaching consistent. Keep it to six or so items and always end with one thing to practise.
What is the GROW model?
A coaching conversation structure: goal, reality, options and way forward. It was popularised by John Whitmore and works well for one-to-ones.
How do you coach remote sales reps?
Schedule live listening in advance, keep one-to-ones on video, use a shared coaching log, run short group role plays and check in on energy as well as numbers.
What is peer coaching in sales?
Reps coaching each other in a light structure: swapping calls for twenty minutes, sharing the best line of the week and practising one objection in pairs. Senior SDRs coaching new starters is a common form.
How do I know if my coaching is working?
The stage metric linked to the coached skill should move within a few weeks. If it does not, change the approach. Track the skill coached each week next to that metric.