Sales Coaching Plan Template

This template includes an assessment of current objectives and status for the player, as well as a post-observation session assessment for coaching.This is a PDF form. You can fill it out in Adobe Acrobat.

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About the Authors

Roxy Torres

Roxy Torres is a former senior manager at ATD, where she ran the FIRE, sales enablement, and government content areas. For the Sales Enablement Community, Roxy spearheaded the 2015 update of the ATD World-Class Sales Competency Model. Prior to joining ATD, Roxy held various roles in business development and sales enablement at CEB (now Gartner).