ThinkWork
Team/Manager Template Free

Sales Coaching Plan Template (30-60-90)

A quarter-long coaching roadmap tying each 30-day block to a named skill, a practice method, and a measurable outcome.

What's inside

  • Plan overview with baseline starting point and overall quarter goal
  • Days 1-30 block: named skill, practice method checklist, measurable outcome
  • Days 31-60 block: named skill, practice method checklist, measurable outcome
  • Days 61-90 block: named skill, practice method checklist, measurable outcome
  • Coaching cadence and check-in date per block
  • End-of-quarter review with carry-forward field for the next cycle

A quarter-long roadmap, not a to-do list. Each block names one skill, one practice method, and one measurable outcome — so coaching compounds instead of repeating the same generic advice every month.


Plan overview

  • Rep: [Name]
  • Manager/coach: [Name]
  • Plan period: [Start date] – [End date, ~90 days]
  • Overall goal for the quarter: [1 sentence — the outcome this whole plan is building toward]
  • Starting baseline: [current skill level, recent call scores, or quota attainment — the honest starting point]

Days 1–30

  • Named skill focus: [e.g., "Quantifying pain in discovery calls"]
  • Why this skill, now: [what's blocking them today — tie to a specific observed gap]
  • Practice method:
    • [e.g., Role-play the pain-quantification sequence 2x/week with manager]
    • [e.g., Shadow 3 calls from [top performer] focused only on this skill]
    • [e.g., Call review after every discovery call this month, scored on this skill only]
  • Coaching cadence: [e.g., weekly 15-min focused review + standing 1:1]
  • Measurable outcome by day 30: [e.g., "Score 4+ on pain-quantification criterion on discovery scorecard, on 3 consecutive calls"]
  • Check-in date: [date]

Days 31–60

  • Named skill focus: [e.g., "Multi-threading into economic buyer"]
  • Why this skill, now: [builds on day-30 progress — what's the next real blocker]
  • Practice method:
    • [specific practice activity]
    • [specific practice activity]
    • [specific practice activity]
  • Coaching cadence: [cadence]
  • Measurable outcome by day 60: [specific, countable — e.g., "2+ contacts engaged per active deal, up from 1"]
  • Check-in date: [date]

Days 61–90

  • Named skill focus: [e.g., "Negotiating scope without discounting on price"]
  • Why this skill, now: [what's the final gap standing between current performance and target]
  • Practice method:
    • [specific practice activity]
    • [specific practice activity]
    • [specific practice activity]
  • Coaching cadence: [cadence]
  • Measurable outcome by day 90: [specific, countable — e.g., "average discount given drops from 18% to under 10%"]
  • Check-in date: [date]

End-of-quarter review

  • Skills built: [list all three]
  • Outcomes hit / missed: [honest assessment against each measurable outcome above]
  • What carries into next quarter's plan: [skill, if any, that needs another cycle]
  • Rep's own reflection on the quarter:

How to use it

Fill in one skill/practice/outcome block per 30-day period at the start of the quarter, review progress against the measurable outcome at each check-in date, and use the end-of-quarter review to seed the next plan.

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