B2B PROBIES MONTHLY COACHING FORM

The Launchpad Inc, 423 Villa Abrille St, Poblacion District, Davao City, 8000 Davao del Sur
Agent name is required
Date is required
Coach name is required
Month covered is required
1. PERFORMANCE SUMMARY
METRIC STATUS COMMENTS
2. PERFORMANCE ANALYSIS
WHAT WENT WELL (STRENGTHS):
Examples: Great call control, rapport building, consistent activity volume, high-quality appointments.
0/500
OPPORTUNITIES FOR IMPROVEMENT:
Examples: Handling objections, better qualifying prospects, improving tone and confidence, more consistent follow-ups.
0/500
3. COACHING FOCUS AREAS
SKILL AREA CURRENT LEVEL (1–5) GOAL LEVEL (1–5) AGENT ACTION PLAN
Product/Service Knowledge
Communication Skills
Objection Handling
Time Management
CRM/Process Compliance
Lead Qualification
4. ACTION PLAN
AGENT COMMITMENTS: What the agent will do to improve performance this month:
TRAINER/SME COMMITMENTS: What the trainer or SME will do to support the agent's improvement:
5. CHECK-IN & FOLLOW-UP PLAN
COACH/SME FEEDBACK:
6. OVERALL RATING AND COMMENTS
OVERALL PERFORMANCE RATING:
Please select a performance rating
COACH/SME FINAL COMMENTS:
AGENT COMMENTS/FEEDBACK:
AGENT'S SIGNATURE:
COACH/SME SIGNATURE:
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