
Good morning,
Coaching is not encouragement. It is performance design.
If you do not coach clearly, consistently, and directly, your team defaults to habit. Habit produces average results.
Coaching creates repeatable excellence. Without it, standards drift, underperformance hides, and your culture slowly lowers the bar.
For you as a seller, coaching sharpens your execution and removes blind spots you cannot see yourself. For you as a manager, coaching is your highest leverage activity. It multiplies output without adding headcount. For you as a business owner, coaching aligns performance to standards and protects margin.
When coaching is done well, revenue becomes more predictable and customers feel the difference. They experience confidence, clarity, and consistency in every interaction.

Turn to Best View Tables Below
DEFINITIONS
Term | Definition |
KPI | Key Performance Indicator that measures performance. |
Leading Indicator | A behavior metric that predicts future revenue. |
Lagging Indicator | A result metric such as revenue or closed deals. |
Feedback Loop | A structured cycle of observe, correct, repeat. |
Standard | A written, observable behavior that defines great performance. |
1:1 | One on one coaching meeting focused on performance. |
Accountability | Clear ownership with measurable follow through. |
TEST YOUR KNOWLEDGE
Question | Format | Answer Key |
True or False: Coaching is most effective when it focuses primarily on revenue outcomes. | True or False | False |
Which is the best example of coaching to behavior? A “Close more deals.” B “Confirm budget before sending a proposal.” C “Work harder this month.” | Multiple Choice | B |
In one sentence, describe how you currently structure your weekly coaching. | Short Answer | Must include frequency, behavior focus, and measurable outcome |
DO’S AND DON’TS
DO | DON’T |
Coach observable behavior. | Coach personality or attitude. |
Review performance weekly. | Wait for month end results. |
Be direct and specific. | Soften feedback to protect comfort. |
THE WORKSHOP
MODULE 1
Define the Standard You Coach
Objective
You will clarify exactly what great performance looks like so coaching becomes objective, not emotional.
Introduction
You cannot coach what you cannot describe. Before you give feedback, you must define the behavior that separates average from great.
Exercise: The Performance Standard Grid
Area | Average Behavior | Great Behavior |
Discovery | Asks general questions | Quantifies pain and confirms decision criteria |
Qualification | Sends proposal quickly | Confirms budget and timeline first |
Follow Up | Sends recap email | Locks next meeting before ending call |
Tips
Avoid vague words like strong, good, or better. Write behaviors that can be heard, measured, or observed.
Examples
Instead of “be more consultative,” say “ask at least three quantified impact questions.” Instead of “improve closing,” say “confirm next step before ending every call.”
Case Study
Problem: A media sales team believed they were consultative, but close rates stagnated.
Solution: Leadership defined specific discovery standards and reviewed calls weekly.
Results: Close rate increased by 8 percent in 90 days and forecast accuracy improved.
Discussion
Question | Answer |
Why must standards be written? | Written standards remove ambiguity. |
What makes a behavior coachable? | It is observable and measurable. |
Who owns defining the standard? | Leadership sets it, team executes it. |
MODULE 2
Build a Weekly Coaching Rhythm
Objective
You will design a repeatable system for coaching, not random conversations.
Introduction
Coaching must have cadence. If it is occasional, it is optional. Weekly review creates urgency and discipline.
Exercise: The 30 Minute Coaching Agenda
Segment | Focus | Time |
KPI Review | Leading indicators | 10 min |
Call Review | One real example | 10 min |
Action Plan | One behavior change | 10 min |
Tips
Keep coaching short and focused. One improvement per week creates compounding growth.
Examples
For a seller: Review last week’s ICP meetings and confirm whether budget was discussed.
For a manager: Score one recorded call and identify one missed behavior.
Case Study
Problem: Managers held inconsistent 1:1s with no structure.
Solution: They implemented a fixed 30 minute coaching agenda weekly.
Results: Pipeline quality improved and underperformance surfaced earlier.
Discussion
Question | Answer |
Why does cadence matter? | Consistency builds discipline. |
What should every session include? | KPI review and behavior feedback. |
What happens when coaching is irregular? | Standards erode quietly. |
MODULE 3
Enforce Accountability
Objective
You will ensure coaching leads to action, not conversation.
Introduction
Feedback without follow through is noise. Accountability transforms insight into performance.
Exercise: The Accountability Tracker
Rep | Behavior Focus | Agreed Action | Reviewed Date | Status |
Alex | Confirm budget early | Ask budget on every discovery | 1 week | In Progress |
Sam | Improve follow up | Schedule next call before ending | 1 week | Complete |
Tips
Document commitments. Review them the following week. Close the loop.
Examples
If you agreed to confirm timeline on every call, review recordings next week and score it.
If you committed to increase ICP meetings, review the metric publicly.
Case Study
Problem: Sellers heard feedback but habits did not change.
Solution: Managers documented action items and reviewed them weekly.
Results: Behavior compliance increased and revenue growth followed.
Discussion
Question | Answer |
Why does accountability drive performance? | It creates ownership. |
What breaks accountability? | No follow up. |
What is the cost of tolerance? | Slower growth and cultural drift. |
PATH TO FLUENCY
30 60 90 Day KPI Dashboard
Timeframe | Coaching Standard | KPI Target | Expected Outcome |
30 Days | Written performance standards | 70 percent adherence | Clear coaching language |
60 Days | Weekly structured 1:1 cadence | 80 percent leading indicator compliance | Stronger pipeline |
90 Days | Documented accountability tracking | Close rate up 5 to 10 percent | More predictable revenue |
RECOMMENDED READING
Title | Author | Year | Publisher |
Michael Bungay Stanier | 2016 | Box of Crayons Press | |
Andrew Grove | 1983 | Vintage | |
Mort Greenberg | 2024 | digitalCORE Publishing |
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The Revenue Workshop isn’t theory. It’s a field-tested system used by real leaders, in real markets, under real pressure.
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