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Intro Call Coaching Template

Written By Jack Bateman-Chuah (Super Administrator)

Updated at September 11th, 2023

Below you’ll find an example of an Intro Call template.


Intro Call Coaching Framework: 

Module

  Goal

Coaching Area 

Coaching Notes

Frame the Call


Start the call right 

Inviting opener to the call


Map out the agenda 





Build Personal connection 



#BeKind


Build personal connection




Empathy: Show you care


Deliver a conversational meeting


Project your enthusiasm 




Discover their goal

#BeCurious

Discover (or recap) the customer goal/s



Learn why the goal matters now (trigger)


Demonstrate credibility




Understand today’s coaching culture



#BeCurious to help them better

Discover what coaching happens now


Learn the teams attitude to coaching


Understand where on the coaching pathway we should start


Describe the  impact they’d like to see Uncover what good looks like

Learn what good results look like over a defined time period


Describe how Product + Service can support them



Agree course of action Are you aligned?

Communicate what steps forward and why


Uncover and address any customer concerns


Be clear on who is involved in the next steps



Book in next steps Make sure to have the next steps booked before ending the call Get the next step booked in on the call