Coach B2B sales reps with evidence over a repeating cycle: score recorded calls and meetings against a behaviour rubric, pick one focus skill per cycle, run practice drills tied to a live deal, and re-score later calls to check whether the behaviour actually changed. Use when a manager or peer coach reviews a rep's calls, builds a coaching plan, prepares a coaching one to one, runs a role play for an upcoming meeting, or checks whether past coaching worked. For running your own discovery call use discovery_call_playbook. For general one to one coaching use coaching_conversation.
./install.sh sales-coachingname: sales_coaching description: Coach B2B sales reps with evidence over a repeating cycle: score recorded calls and meetings against a behaviour rubric, pick one focus skill per cycle, run practice drills tied to a live deal, and re-score later calls to check whether the behaviour actually changed. Use when a manager or peer coach reviews a rep's calls, builds a coaching plan, prepares a coaching one to one, runs a role play for an upcoming meeting, or checks whether past coaching worked. For running your own discovery call use discovery_call_playbook. For general one to one coaching use coaching_conversation.
Most sales coaching fails in the same three places. Feedback is given from memory instead of from the call. The rep leaves with six things to fix and fixes none of them. Nobody checks a later call, so there is no way to know whether anything changed.
This skill runs coaching as a short cycle with evidence at both ends:
Scope boundary: this is the manager or peer coach working on a rep's selling behaviour. Deal strategy for one opportunity belongs in deal_risk_review. Qualification scoring belongs in meddic_qualification. The rep's own call preparation belongs in discovery_call_playbook.
The method rests on four verified bases, used plainly:
Full rubric: references/rubric.md. Drills: references/drills.md. Worked reviews: references/worked-examples.md. Templates: assets/call-review-template.md and assets/coaching-plan-template.md. Scorer: scripts/score_review.py.
Collect two or three recorded calls from the last two weeks. Mix call types only if the focus is a general behaviour such as listening. For a stage specific skill, such as discovery, use calls from that stage.
For each call, note the stage, the buyer roles present, the outcome so far, and whether the rep knew it would be reviewed. Add the deal context from the CRM in two lines. Do not coach a call you have not listened to or read in transcript. Coaching from a rep's summary produces coaching about their summary.
Consent and storage rule first: use only calls recorded under your team's recording policy and local consent law, and keep reviews inside the systems your team already uses for call material.
Score all eight dimensions in references/rubric.md from 0 to 2, using the anchors there. Every score needs evidence: a timestamp and what was said or done. A score with no timestamp is an opinion, and the rep is right to discount it.
The eight dimensions: opening and agenda, discovery depth, implication and impact, listening and interactivity, objection handling, decision process and access, value articulation, next step.
Write the review into assets/call-review-template.md, then run the scorer:
python3 scripts/score_review.py review.md
The scorer checks that all eight dimensions are scored, that at least two timestamped evidence points are present, that exactly one focus skill is named, and that a follow up date exists. It prints the total, the lowest dimensions, and any hard gaps.
Score the behaviour, not the outcome. A call can score well and still lose to budget. A call can score badly and advance because the buyer had already decided. Outcome data matters at the pattern level in Step 3, not as a grade for one call.
Read across the two or three scored calls and pick the focus by three tests, in this order:
Name the focus as a behaviour a camera could catch. "Ask at least two implication questions per main problem before presenting" is a focus. "Improve discovery" is a topic. "Be more confident" is a trait, and coaching it breaks the feedback rule in the Purpose section.
Record the focus, the baseline evidence, and the target in assets/coaching-plan-template.md. One focus per cycle. Park other gaps on the plan as later items, in writing, so the rep knows they were seen and deliberately deferred.
Run the session in this order. The rep talks first at each stage, the coach adds evidence after.
references/drills.md matched to the focus, built on the rep's real upcoming deal. See Step 5.Coach talk discipline: ask before telling, and when you do tell, tie it to a timestamp. Praise counts only when it is as specific as the correction. "Good discovery" teaches nothing. "You followed the outage answer with two implication questions at 18:40 and the buyer gave you the cost figure" teaches the rep what to repeat.
Generic role play transfers badly because the rep rehearses lines for a buyer who does not exist. Build every drill from a real upcoming call: the actual account, the actual people, the problem as currently understood, and the gap the last call left open.
Run drills in short rounds. One round is 3 to 5 minutes on one moment, not a full call replay. After each round give one piece of task feedback, tied to the focus behaviour only, and run the round again at once. Two or three rounds on one moment beat one pass through a whole call. Raise difficulty across rounds: a cooperative buyer first, then the buyer's real objection, then time pressure or a second stakeholder.
Stop conditions: stop a round when the rep is flailing with no foothold and reset with a hint or a model line. Stop the drill block when the rep lands the behaviour twice in a row at full difficulty. That is the practice target, and pushing past it into fatigue teaches sloppiness.
Keep drills private or in a small trusted pod. Never drill a named rep's weakness in front of the whole team. Team sessions work on shared clips that the rep involved has agreed to share.
On the date set in the session, score the next one or two comparable calls on the focus dimension only, plus a quick pass on the other seven to catch regressions. Compare against the baseline in the coaching plan.
Record one of three verdicts, with evidence:
After two or three cycles on the same rep, read their plans together. Patterns across cycles are the real coaching record: which skills stuck, which keep relapsing, and whether relapse follows a call type, a buyer type, or workload. That read feeds territory, pairing and enablement decisions, not just the next session.
If more than one person coaches, score the same call independently once a month and compare. Dimensions where coaches differ by a full point need sharper anchors, so write down the example that settled the argument and add it to your local copy of the rubric. Uncalibrated rubrics drift into grade inflation within a quarter, and inflated scores make Step 3 pick the wrong focus.
For a call review, deliver the completed review: all eight dimension scores with timestamped evidence, the scorer output, the single worst gap, and the behaviour the rep did well and should repeat.
For a coaching cycle, deliver the completed coaching plan: one focus skill stated as an observable behaviour, the baseline evidence from at least two calls, the drill used and how it was built from a live deal, the rep's commitment with a named call and check date, and, after follow up, a moved, partial or not moved verdict with evidence.
For a session prep request, deliver a session outline in the Step 4 order, with the two playback moments chosen by timestamp, the drill selected, and the commitment lines left blank for the rep to write.
Report scores as behaviour evidence, not as a ranking of people. Never present one call's total as a performance grade.
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