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Call Coaching Feedback Notes

Structured brief Has example

Give feedback that changes behavior.

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Write coaching feedback for a rep's call. Call transcript or notes: [CALL_TRANSCRIPT_OR_NOTES]. The rep's level and goals: [REP_LEVEL_AND_GOALS]. The coaching focus this month: [COACHING_FOCUS]. Style of the team: [TEAM_STYLE].

Return:
1. A call summary (4 sentences).
2. Three strengths with specific quotes and why they worked.
3. Two improvement areas (the focus first), each as: what happened (quote), the impact, what to try instead (with a sample sentence), and how to practice it.
4. One question for the rep to reflect on.
5. A 15-minute coaching conversation plan: open with the rep's self-assessment, share observations, agree on one action, schedule a follow-up.
6. A feedback message in writing (120 words) that is respectful and specific.
7. A tracker for patterns across calls.

Rules: focus on behaviors not personality; no comparisons with other reps; base observations only on the transcript; keep records fair and private.

Close with a single sentence naming the one behavior to repeat on the next call, so the rep leaves with a clear and achievable focus.

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Call summary: 24 minutes; discovery call with an operations manager; no next step agreed.
Strengths: 1) Opened with an agenda ("20 minutes: your process, what is not working, whether we should talk again"). 2) Asked "What happens if this is not fixed this year?" at 6:40. 3) Summarized accurately at 18:10.
Improvement 1 (focus: next step): At 22:50 rep said "I'll send some info." Impact: no commitment. Try: "Would Thursday at 10 work for a 20-minute demo with Marco?" Practice: write the next step before the call.
Improvement 2: talked for 3 minutes about features at 12:00. Try: ask "Which of these matters for you?"
Reflection question: "What would you do differently at 22:50?"
Written feedback (about 100 words) is respectful, specific, and based on the transcript.

• coaching
• structured-brief