With the advent of more Online Sales Training OneNote is a great repository to Store your sales training content. Historically Sales Training was conducted via 1 or 2-day events with participants receiving a training manual. Immediately after each sales coaching session, we email a summary of any action points to the coachee so they know what commitments they have made before the next session.Īs with the Sales Meeting Notes template, you can design your own page around your sales coaching process and save it as a template for easy access when the next coaching session is due. In our situation where we mostly provide online Sales Coaching we part complete the notes during the coaching session and then finish them immediately at the end of the calls. We use the GROW sales coaching model however you can use any model you choose. Create a new page inside OneNote and then use a Template for your coaching process. This is easily solved by setting password protection on each section. You may be rightly concerned about privacy here as it’s not normal to have sales coaching notes which should be private available for other team members to view.
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