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.
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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.
When preparing for a sales call, reps often confuse tactics ('walk through price') with the actual goal. A manager should coach them to articulate what they are trying to *accomplish* (e.g., 'align on value with the economic buyer'), not just what they plan to *do*. This separates productivity from busyness.
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.
The critical flaw in most sales tech is its failure to correlate rep behavior with performance outcomes like quota attainment. The real value is unlocked not just by knowing what reps do, but by connecting those actions to who is succeeding, thus identifying true winning behaviors and separating A-players from C-players.
Many sales leaders run pipeline reviews solely to extract information for their forecast. The meeting's primary purpose should be to help the rep understand what to do next. Effective coaching leads to closed deals, which in turn creates an accurate forecast naturally.
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.
Instead of focusing on a large quota, leaders should reverse engineer it. Calculate the number of deals needed based on win rate and average contract value, then break that down into weekly opportunity creation goals for reps.
Ineffective leaders use Quarterly Business Reviews to demonstrate their power by grilling reps. Great leaders use a single deal review as a live coaching session for the entire sales floor, knowing one person's mistake is likely a problem for hundreds of others.
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.
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.
