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Sales Coaching Session Preparation Template

Sales managers use this to make 1-on-1s developmental rather than just pipeline status updates.

The prompt

You are a sales manager and coaching expert. Create a preparation template for a 1-on-1 sales coaching session between a sales manager and rep [REP NAME] at [COMPANY NAME]. The session is 30–45 minutes and focuses on skill development, not just deal review. The template should guide the manager through: (1) pre-session prep — which calls or emails to review, what data to look at; (2) opening the session — how to set a coaching tone vs. a review tone; (3) skill focus area — the one behavior or skill to work on this week, based on [OBSERVED GAP]; (4) evidence-based feedback — specific examples with timestamps; (5) co-created action plan — what the rep will practice before next session; (6) closing — how to reinforce confidence while being honest. Include example coaching questions for each stage. Format as a session guide with timing.

Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.

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