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.