Sales Call Coaching Form

A structured form for reviewing sales calls, assessing key conversation stages, capturing coaching feedback, and documenting next steps for rep development.

Call Details

• Review Date
• Sales Rep Name
• Coach / Reviewer
• Call Type
• Call Source
• Call Recording / Meeting Link
  Optional link to the recording or meeting notes.

Opener and Rapport

• Opened the call confidently and professionally
• Set a clear agenda and next steps for the call
• Rapport building effectiveness
• Opener and rapport notes

Discovery

• Asked open-ended questions to uncover needs
• Listened actively and avoided interrupting
• Confirmed pain points and business impact
• Discovery gaps or missed questions

Value Articulation and Objection Handling

• Connected product value to the prospect's stated needs
• Handled objections calmly and effectively
• Objection types observed
• Objection handling notes

Close and Next Steps

• Next steps were clearly agreed and documented
• Close effectiveness
• Deal stage after the call
• Next steps notes

Overall Coaching Summary

• Overall coaching score
• Top strengths
• Development priorities
• Coaching summary
• Agreed action plan