Coaching

Bring a deal to a call

The primary way to use the platform: open a call, talk the opportunity through, and leave with a next move and an agenda for next time.

A deal review is a call, not a chat. You open a call, the coach appears on camera, and you talk it through the way you would with a manager who has unlimited time and has read everything.

Talking is not the advanced route. It is the normal one. Typing is what you fall back to when you cannot speak or when the coach needs to read something long.

Why speaking beats typing here

People compress when they write. You will type "they went quiet after the demo" and move on; you will say the same thing and then keep going, because a spoken question expects an answer. The detail the coach needs is almost always in the part you would not have bothered typing.

#Starting a call

From your coach's home, open the call. Grant microphone access when the browser asks. The coach comes up on camera and opens the conversation.

You do not need to prepare. Bring what is in your head.

#What to say first

Name the account and the problem in one breath, then stop and let it ask.

Stalled"Contoso has gone quiet after the demo and I do not know why."

Pricing"I have a proposal going out Friday and I am not confident in the number."

Qualification"They told me budget was approved but nothing has moved in three weeks."

Unfamiliar room"I have a first call with a CFO tomorrow and I have never sold to one."

Openers that work. All four name a real account and a real problem. None of them asks the coach what it can do.

#The shape of a good session

1Two minutes of questionsThe coach establishing what you actually know. Answer properly; vague answers get vague coaching.

2The findingUsually the gap between what a buyer said and what you concluded from it.

3The moveAsk for the words, not the principle. "Give me how I open the next call."

4The agendaAsk what it needs you to find out. That sets up the next conversation.

Fifteen to twenty minutes. Step four is the one people skip, and it is what makes session two better than session one.

#Ending well

Two asks, every time.

Ask for the words. "Write me the email that gets the CFO into the room." "Give me the first thirty seconds of the next call." You want something you could send or say, not advice about sending or saying it.

Ask what it needs next. The coach will name the thing you have not confirmed. Write it down. It becomes the agenda for the next session, and it is the difference between a coach and a search box.

#Attaching a call you have already had

If a recording or notes tool is connected to your account, you can point the coach at a specific call instead of describing it. It reads what was actually said.

This is the highest-value single thing you can do in the first fortnight, because the difference between the transcript and your memory of the call is usually the whole coaching conversation.

#Multiple sessions on one deal

The coach carries the deal between sessions, so the right pattern is short and repeated rather than long and occasional.

1BeforePrepare the specific conversation.

2AfterWork what actually happened, against what you expected.

3WeeklyFifteen minutes on anything that has not moved.

Each pass starts from what the last one established, so the sessions get shorter and sharper as the deal progresses.

The cadence on a single opportunity.

#If the call will not start

Microphone permission is the usual cause, and it fails quietly. See Troubleshooting.

Last updated 3 September 2026

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