LevelEleven has created Coaching for Scorecard. Coaching will help you to better communicate with your team and make sure they are focusing on the behaviors that matter, ultimately helping to increase sales performance.
Once you have purchased Coaching from your Account Executive or Account Manager, you will be provided a feature key. You will then need to input the key in Scorecard Settings.
Click Save. You will then be able to enable Coaching in each Profile within Scorecard Builder. Your first step will be to create a Coaching Template.
Notes are meant to be entered during a one-on-one, collaboratively between manager and salesperson. There are 3 Steps to every note:
2. Activity Snapshot
3. Action Items
The Summary can have custom questions that can be created in Scorecard Builder. You can have a couple of questions or several. Whatever makes sense for your Team/Profile. The Activity Snapshot is where a manager and salesperson can review and discuss the specifics of the salesperson's active metrics. The Action Items are your Tasks and To-Dos. To add custom questions for the Summary section, just go to the Scorecard Builder:
Click Coaching Templates:
If you would like to enable team member acknowledgment, you will need to check it off here:
Go to the Summary section next and fill in your custom questions. For help on Question Types, read this article. You can also choose who will need to answer to make a note complete; manager, team member, or both.
You can choose to send email notifications to remind managers or team members to initiate coaching. You will mark the check box "Send Coaching Reminder Email." You will then choose when your sessions will take place and how often.
(You will choose who will receive these notifications on the Profile.)
Now go back to your Profile, Enable Coaching, and add your templates.
Please note: any new Profile from here will have Coaching enabled by default. YOU MUST HAVE A COACHING TEMPLATE CREATED IN ORDER TO ACTIVATE YOUR PROFILE.
Go to the Coaching slat. Choose the template(s) you would like to add.
Make sure to mark who you would like to initiate the Coaching - team member or manager. The initiator will receive the notifications!
Save your Profile, and start Coaching!
To start a Coaching session, see this article.