Sales Call Coaching Form

A structured form for reviewing sales calls, evaluating key stages of the conversation, and capturing coaching feedback and next steps.

Call Details

• Call date
• Sales rep name
• Coach / reviewer name
• Call type
• Call recording link
  Optional link to the recording or transcript used for the review.

Opener and Rapport

• Opening clearly set the purpose of the call
• Rep built rapport appropriately
• Agenda and next steps were aligned with the prospect
• Notes on opener and rapport

Discovery

• Questions were open-ended and relevant
• Rep demonstrated active listening
• Discovery uncovered business need, urgency, and decision process
• Discovery notes

Objection Handling and Close

• Rep addressed objections effectively
• Value proposition was clearly tied to the prospect's needs
• Call ended with a clear next step or commitment
• Notes on objections and close

Overall Coaching

• Overall call score
• Top strengths
• Improvement opportunities
• Next steps and action items