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The Office Coaching Session


The Office Coaching Session

This type of session, as mentioned earlier, is typically designed for management and administrative skills, as opposed to the field ride-along, which coaches selling skills. In an office session you have more focused time to concentrate on behaviors necessary for overall success. As with the ride-along, make sure you don’t overwhelm the person by overloading activities into your session. Let’s look at a best practices model that will improve the success of your session and the competencies of the sales professional or sales support team member.

Listen for areas of emotion, called ‘‘needs statements,’’ to focus in on, since these will be the statements that express some personal value feeling toward the subject being discussed. For example, ‘‘I love our products,’’ ‘‘the customers are a pain,’’ or ‘‘this rollercoaster ride’’ are all personal value statements that deserve greater attention. Use all your active listening skills to keep the dialogue going on these expressions.

Next ask about some of the specific things the salesperson has said by asking closed-ended questions. Here you should concentrate on the needs statements in areas related to the subject you wish to coach on. Closed-ended questions allow you to narrow down the scope of the discussion to something that is manageable. An example here might be ‘‘You said your customers were a pain. Specifically, in what way are they a pain?’’

Finally, confirm the questions and answers so far by restating what the discussion has been up to now—from beginning to end and without judgment. This will often get the person to prioritize or add additional information.

If the discovery session is handled correctly, a sales manager can direct the questions and answers to a point where it segues into the balance of the coaching session quite nicely.

One thing to keep in mind is your design of the questioning process. Too many open-ended questions in a row make the person feel that he is wasting his time because you aren’t doing anything with the answers. On the other end, too many closed-ended questions make a person feel as if he is being interrogated by the authorities! For best results, use a 1:3 ratio. For every open-ended question, you can comfortably follow with three (maybe four) closed-ended questions in a row. When the cycle is completed, you can then ask another open-ended question and three or four more closed-ended questions. This cycle can be repeated three or four times.

Sometimes the coaching session will not be as effective as you had hoped, but most of the time it will meet and exceed your expectations. If there is a problem or if you see no improvement, you will need to go through the coaching process again. But this time, you will probably need to insert yourself into the solution and become more actively involved with the milestones. Remember, the goal is to improve performance.


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