Coaching Plans are a logical progression of ExecVision’s capabilities. The platform ingests, transcribes, and analyzes call and web conference recordings to surface actionable insights about rep behavior during conversations. Coaching Plans introduce a new layer of how conversation insights are applied to driving performance improvement.
This new functionality was built around a methodology developed by Co-Founders David Stillman and Steve Richard over their 15+ years of onboarding and training new salespeople. This methodology accounts for the neuroscience behind adult behavior change, which is often missing from coaching and training programs. Following the American Psychological Association’s recommendation that training should focus on changing only one behavior at a time, ExecVision’s Coaching Plans were designed to facilitate maximum efficacy.
The idea of a Coaching Plan is the coach and a rep or a group of reps will meet regularly to review calls focused on 1 to 2 skills at a time. If a rep needs help with establishing lead-in, for example, the rep will identify calls that address this skill and the coach will work with the rep in these coaching sessions to track progress over time. The Coaching tab also works for a team meeting with multiple reps.
These skills are baked in the platform through Scorecard Profiles. We utilize these skills for easy workflow between the Stats and Coaching tabs.
Coaches' dashboard for Coaching Plans is based on whether or not they have direct reports.
Coaches will see the following sections on their dashboard:
- Reps I'm Coaching: provides insight into existing Coaching Plans
- Reps without an Active Coaching Plan: provides insight into reps that do not have an existing Coaching Plan
- Upcoming Reviews: notifies manager of the next coaching session on their calendar
- Coaching Sessions through the Calls Tab: add calls directly to coaching plan from the Call Card