What is the Sales Coaching Session Template offered by Spinach AI?

The Sales Coaching Session Template is a structured agenda designed to help sales managers and coaches run effective coaching sessions. It follows the COACH framework, created by Cory Bray and Hilmon Sorey, which focuses on identifying challenges, outlining a game plan, creating an action plan, understanding consequences, and holding team members accountable. The template is available for free and can be used directly in Spinach AI or downloaded as Word, Excel, or PDF files.

How do you structure a sales coaching session using the Spinach AI template?

The recommended structure divides the meeting into two sections: preparation before the meeting and discussion during the meeting. The template covers five key topics: 1) Challenge, 2) Outline, 3) Action plan, 4) Consequences, and 5) Accountability. This ensures clarity, focus, and actionable outcomes for each session.

What topics should be discussed during a sales coaching session?

Five essential topics are recommended: 1) Challenge (identify the skillset or issue), 2) Outline (create a game plan), 3) Action plan (steps for improvement), 4) Consequences (impact of not taking action), and 5) Accountability (who is responsible for what and by when). This structure helps drive meaningful coaching outcomes.

What features does Spinach AI offer to support sales coaching and team productivity?

Spinach AI provides an AI Meeting Assistant that runs meetings, summarizes conversations, and automates post-meeting tasks. Key features include automated note-taking, workflow optimization (such as generating sprint plans and managing tickets), AI-powered insights from user feedback, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. These capabilities help sales teams focus on impactful work and reduce administrative burdens.

Does Spinach AI integrate with other tools commonly used by sales teams?

Yes, Spinach AI integrates with popular collaboration and productivity tools including Zoom, Slack, Jira, Salesforce, Google Meet, and Microsoft Teams. These integrations enable smooth collaboration and ensure that meeting notes, action items, and insights are easily accessible within existing workflows.

Does Spinach AI offer an API for transcript and summary generation?

Yes, Spinach AI offers a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API provides advanced capabilities for generating and managing transcripts and AI-generated summaries.

Who can benefit from using Spinach AI?

Spinach AI is designed for a wide range of professionals and teams, including sales teams, product managers, engineering teams, project managers, marketing teams, HR and recruiting, customer success, and finance and accounting. The platform provides tailored solutions for each role, such as CRM integrations for sales, sprint planning for engineering, and meeting insights for HR.

What problems does Spinach AI solve for sales teams?

Spinach AI addresses several pain points for sales teams, including the distraction of manual note-taking during meetings, time-consuming administrative tasks, and difficulty tracking action items. By automating note-taking, action item tracking, and integrating with CRMs, Spinach AI enables sales professionals to focus on strategic discussions and closing deals. For example, Ron Meyer, Alliance Executive at Infinite Ranges, shared that Spinach AI helps him manage sales cycles without pausing to take notes.

Are there any real-world success stories of sales teams using Spinach AI?

Yes, Spinach AI has been successfully implemented by sales teams such as Infinite Ranges. Ron Meyer, Alliance Executive, described Spinach AI as a lifesaver for managing sales cycles and capturing action items. The platform allows him to focus on scoping customer solutions without the need to pause and take notes.

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. The platform uses TLS and AES-256 encryption for data security and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training, ensuring strict privacy standards.

How does Spinach AI protect user data?

Spinach AI employs TLS encryption for data in transit and AES-256 encryption for data at rest. The platform maintains strict privacy standards, ensuring user data is never used for training. Additional security features include SAML SSO, SCIM provisioning, admin portal controls, and customizable data retention policies.

How easy is it to get started with Spinach AI?

Spinach AI is designed for quick and easy implementation. Users can sign up using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required, and the platform is intuitive and user-friendly. Premium users benefit from an onboarding program for a smooth transition.

What training and support does Spinach AI provide to new customers?

Spinach AI offers an onboarding program for premium users, a dedicated Customer Success Manager, priority support, and access to a Help Center with FAQs and troubleshooting guides. These resources ensure customers have the guidance needed to adopt and use the platform effectively.

What feedback have customers shared about Spinach AI?

Customers consistently praise Spinach AI for its ease of use and productivity benefits. For example, Dan Robidoux, Tech Lead at Careviso, stated, 'Spinach has become our silent cornerstone for daily work. It’s so natural and easy to use, and the Jira integration is super helpful.' Belén Medina from Do It Consulting Group shared, 'Spinach is the best thing that’s happened to our team. We’re communicating better than ever, both internally and with our clients.'

Which industries have successfully implemented Spinach AI?

Spinach AI is used across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso.

What customer service and support options are available after purchasing Spinach AI?

Spinach AI provides priority support for premium plans, a dedicated Customer Success Manager, onboarding programs, and a Help Center for troubleshooting and FAQs. These resources ensure customers receive prompt assistance and guidance for maintenance, upgrades, and troubleshooting.

How does Spinach AI differ from other AI meeting tools?

Spinach AI stands out by offering tailored features for different roles, such as automated roadmap meetings and PRD generation for product managers, CRM integrations for sales teams, and onboarding automation for customer success. Its advanced AI-powered insights, seamless integrations, and customizable solutions provide unmatched specificity compared to generic tools. Customer testimonials highlight its unique value for various teams.

What makes Spinach.ai an enterprise-ready solution?

Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA) .

What is the Sales Coaching Session Template offered by Spinach AI?

The Sales Coaching Session Template is a structured agenda designed to help sales managers and coaches run effective coaching sessions. It follows the COACH framework, created by Cory Bray and Hilmon Sorey, which focuses on identifying challenges, outlining a game plan, creating an action plan, understanding consequences, and holding team members accountable. The template is available for free and can be used directly in Spinach AI or downloaded as Word, Excel, or PDF files.

How do you structure a sales coaching session using the Spinach AI template?

The recommended structure divides the meeting into two sections: preparation before the meeting and discussion during the meeting. The template covers five key topics: 1) Challenge, 2) Outline, 3) Action plan, 4) Consequences, and 5) Accountability. This ensures clarity, focus, and actionable outcomes for each session.

What topics should be discussed during a sales coaching session?

Five essential topics are recommended: 1) Challenge (identify the skillset or issue), 2) Outline (create a game plan), 3) Action plan (steps for improvement), 4) Consequences (impact of not taking action), and 5) Accountability (who is responsible for what and by when). This structure helps drive meaningful coaching outcomes.

What features does Spinach AI offer to support sales coaching and team productivity?

Spinach AI provides an AI Meeting Assistant that runs meetings, summarizes conversations, and automates post-meeting tasks. Key features include automated note-taking, workflow optimization (such as generating sprint plans and managing tickets), AI-powered insights from user feedback, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. These capabilities help sales teams focus on impactful work and reduce administrative burdens.

Does Spinach AI integrate with other tools commonly used by sales teams?

Yes, Spinach AI integrates with popular collaboration and productivity tools including Zoom, Slack, Jira, Salesforce, Google Meet, and Microsoft Teams. These integrations enable smooth collaboration and ensure that meeting notes, action items, and insights are easily accessible within existing workflows.

Does Spinach AI offer an API for transcript and summary generation?

Yes, Spinach AI offers a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API provides advanced capabilities for generating and managing transcripts and AI-generated summaries.

Who can benefit from using Spinach AI?

Spinach AI is designed for a wide range of professionals and teams, including sales teams, product managers, engineering teams, project managers, marketing teams, HR and recruiting, customer success, and finance and accounting. The platform provides tailored solutions for each role, such as CRM integrations for sales, sprint planning for engineering, and meeting insights for HR.

What problems does Spinach AI solve for sales teams?

Spinach AI addresses several pain points for sales teams, including the distraction of manual note-taking during meetings, time-consuming administrative tasks, and difficulty tracking action items. By automating note-taking, action item tracking, and integrating with CRMs, Spinach AI enables sales professionals to focus on strategic discussions and closing deals. For example, Ron Meyer, Alliance Executive at Infinite Ranges, shared that Spinach AI helps him manage sales cycles without pausing to take notes.

Are there any real-world success stories of sales teams using Spinach AI?

Yes, Spinach AI has been successfully implemented by sales teams such as Infinite Ranges. Ron Meyer, Alliance Executive, described Spinach AI as a lifesaver for managing sales cycles and capturing action items. The platform allows him to focus on scoping customer solutions without the need to pause and take notes.

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. The platform uses TLS and AES-256 encryption for data security and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training, ensuring strict privacy standards.

How does Spinach AI protect user data?

Spinach AI employs TLS encryption for data in transit and AES-256 encryption for data at rest. The platform maintains strict privacy standards, ensuring user data is never used for training. Additional security features include SAML SSO, SCIM provisioning, admin portal controls, and customizable data retention policies.

How easy is it to get started with Spinach AI?

Spinach AI is designed for quick and easy implementation. Users can sign up using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required, and the platform is intuitive and user-friendly. Premium users benefit from an onboarding program for a smooth transition.

What training and support does Spinach AI provide to new customers?

Spinach AI offers an onboarding program for premium users, a dedicated Customer Success Manager, priority support, and access to a Help Center with FAQs and troubleshooting guides. These resources ensure customers have the guidance needed to adopt and use the platform effectively.

What feedback have customers shared about Spinach AI?

Customers consistently praise Spinach AI for its ease of use and productivity benefits. For example, Dan Robidoux, Tech Lead at Careviso, stated, 'Spinach has become our silent cornerstone for daily work. It’s so natural and easy to use, and the Jira integration is super helpful.' Belén Medina from Do It Consulting Group shared, 'Spinach is the best thing that’s happened to our team. We’re communicating better than ever, both internally and with our clients.'

Which industries have successfully implemented Spinach AI?

Spinach AI is used across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso.

What customer service and support options are available after purchasing Spinach AI?

Spinach AI provides priority support for premium plans, a dedicated Customer Success Manager, onboarding programs, and a Help Center for troubleshooting and FAQs. These resources ensure customers receive prompt assistance and guidance for maintenance, upgrades, and troubleshooting.

How does Spinach AI differ from other AI meeting tools?

Spinach AI stands out by offering tailored features for different roles, such as automated roadmap meetings and PRD generation for product managers, CRM integrations for sales teams, and onboarding automation for customer success. Its advanced AI-powered insights, seamless integrations, and customizable solutions provide unmatched specificity compared to generic tools. Customer testimonials highlight its unique value for various teams.

What makes Spinach.ai an enterprise-ready solution?

Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA) .

Cory Bray

Sales Coaching Session Template

Created by Cory Bray

Get started with this template (Free!)

Use this template (Free!)

Or download as:
Word
Excel
PDF

Walkthrough

What to talk about in your sales coaching session

1. Challenge: What’s the challenge you’ll be addressing in the session?

First thing’s first, identify the skillset that you’ll be focusing on this meeting. What kind of challenge is it? A mindset challenge or an activity challenge?

2. Outline: Outline a game plan for the session

Outlining your game plan for the meeting helps ensure that it doesn’t get derailed by chit chat. Finesse the agenda to meet the needs of the particular rep and challenge you’re working on.

3. Action plan: What do you think will help you improve? What steps will you take?

This is where you want to spend the bulk of your time in the meeting. Together, identify steps your rep can take to improve and lay out a game plan. Ask the person being coached a lot of questions to encourage them to identify the problem to be solved and come up with an action plan. This was they have buy-in and ownership.

4. Consequences: What’s going to happen if you don’t take those steps?

It’s one thing to say what needs to be improved, it’s another to understand the impact of not improving. What will happen if the action plan outlined doesn’t come to light? This makes it more than just talking and encourages action. Consequences don't need to be negative or dire, but do need to make the impact of inaction well understood.

5. Hold accountable: What are you responsible for doing and by when?

Identify who’s responsible for what and the next steps. One of the most important parts of accountability is clarity on what’s expected. Make sure you leave the meeting with an understanding of action items.

About this template

The COACH framework, created by Cory Bray and Hilmon Sorey, Co-founders of CoachCRM and ClozeLoop, is an easy-to-remember approach to take for your next coaching session.

Preview Author's Guide About FAQs Usage Stats About the Author Similar Templates

Updated Jun 16, 2022

Sales Coaching Session FAQs

How long should a sales coaching session be?

You should initially set your sales coaching sessions for an easy-to-remember framework for coaching your team members. with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have sales coaching sessions?

Most sales coaching sessions tend to occur weekly. As you go through a few iterations of them you may need to increase or decrease the frequency.

How do you structure a sales coaching session?

You should think about deviding the meeting into 2 sections: What to think about before the meeting, What to discuss during the meeting. Then adding the following sales coaching session topics, where appropriate:

Challenge: What’s the challenge you’ll be addressing in the session?
Outline: Outline a game plan for the session
Action plan: What do you think will help you improve? What steps will you take to do so?
Consequences: What’s going to happen if you don’t take those steps?
Hold accountable: What are you responsible for doing and by when?

What should you discuss during a sales coaching session?

5 great things to discuss in your Sales Coaching Session:

Challenge: What’s the challenge you’ll be addressing in the session?
Outline: Outline a game plan for the session
Action plan: What do you think will help you improve? What steps will you take to do so?
Consequences: What’s going to happen if you don’t take those steps?
Hold accountable: What are you responsible for doing and by when?

Usage Stats & Categories

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501

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About the Author

Cory Bray

Cory Bray is the author of The Five Secrets of a Sales Coach, where he and Co-author, Hilmon Sorey, introduce the C.O.A.C.H. framework, an easy-to-learn and easy-to-execute coaching methodology, purpose-built for sales and customer success teams. Over the course of the last several years, Bray has personally trained hundreds of managers on how to coach their teams.

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