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Run: Sales Call Coaching Form

Use this Sales Call Coaching Form to review recorded or live sales calls, score key moments, and capture clear coaching actions for the rep. It helps manager...

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Call Details

Review Date (required)

Sales Rep Name (required)

Coach / Reviewer (required)

Call Type (required)

Call Source

Call Recording / Meeting Link

Optional link to the recording or meeting notes.

Opener and Rapport

Opened the call confidently and professionally (required)

Set a clear agenda and next steps for the call (required)

Rapport building effectiveness (required)

Opener and rapport notes

Discovery

Asked open-ended questions to uncover needs (required)

Listened actively and avoided interrupting (required)

Confirmed pain points and business impact (required)

Discovery gaps or missed questions

Value Articulation and Objection Handling

Connected product value to the prospect's stated needs (required)

Handled objections calmly and effectively (required)

Objection types observed

Objection handling notes

Close and Next Steps

Next steps were clearly agreed and documented (required)

Close effectiveness (required)

Deal stage after the call

Next steps notes

Overall Coaching Summary

Overall coaching score (required)

Top strengths

Development priorities

Coaching summary (required)

Agreed action plan (required)

Get your results

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Email (required)

Your name (optional)

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