For effective coaching, a manager should spend a half-day with a rep on three appointments. Afterwards, provide structured feedback: three specific wins to reinforce good behavior and three actionable opportunities for improvement. This tactical routine drives targeted and immediate skill development.

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To enforce role clarity, the second-line manager should assess each rep's skills and co-create their development plan. Accountability is key: during a QBR, the CRO should question the second-line manager first about a struggling rep’s development plan, shifting their focus from pure forecasting to strategic talent growth.

Underperforming sales reps are not failures; they often lack proper coaching or strategic frameworks. Investing in their development can transform these reps from liabilities into consistent performers, saving the high costs associated with turnover and re-hiring.

Go beyond ad-hoc coaching and build a scalable system. Create a dashboard for each salesperson tracking key leading indicators (e.g., pipeline generation). Reviewing this data weekly allows leaders to spot specific gaps and deliver precise, data-driven coaching across a large organization.

Sales leaders must identify reps who focus all their energy on one large, one-time deal, neglecting future pipeline. This "flash in the pan" behavior leads to inconsistent performance. The solution is coaching consistent, daily activities that sustain long-term success.

Abstract feedback like "be more confident" is useless. Instead, sales managers should provide concrete instructions. Replace "you sound nervous" with "speak at a slower cadence," and change "have more confidence" to "speak louder" for clear, measurable directives.

Effective coaching follows a three-step process: Identify a metric-based performance gap, validate the specific rep behaviors causing it, and then co-create a coaching plan focused on improving those behaviors, not just the lagging metric.

Annual or quarterly performance reviews are high-pressure, judgmental events that create fear. A more effective approach is to reframe management as coaching. This means providing frequent, trust-based feedback focused on developing an employee's long-term potential, rather than simply rating their past performance.

Don't fire reps based only on a missed ramp quota. Instead, observe if they make consistent, incremental improvements in skill and knowledge during calls and role-plays. If progress is visible, they're worth keeping, even if it takes over a year to close their first deal.

Instead of dwelling on what went wrong, anchor coaching in the future ('feed forward') by planning for the next opportunity. Reinforcing positive actions with 'highlight reels,' like coach Tom Landry did, is far more effective at encouraging repeat performance than only analyzing fumbles.

When successful reps get bored and start changing their effective talk tracks, their performance can dip. To coach them, anchor the conversation in data from their peak. Review past call recordings and metrics to show them precisely how their messaging has deviated and guide them back to their proven strategy.