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 |
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Map out the agenda |
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Build Personal connection
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#BeKind
| Build personal connection |
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Empathy: Show you care |
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Deliver a conversational meeting |
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Project your enthusiasm |
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Discover their goal | #BeCurious | Discover (or recap) the customer goal/s
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Learn why the goal matters now (trigger) |
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Demonstrate credibility |
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Understand today’s coaching culture |
#BeCurious to help them better | Discover what coaching happens now |
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Learn the teams attitude to coaching |
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Understand where on the coaching pathway we should start |
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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
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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
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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 |