Synthetic data, illustrative only

Sales Coaching 1-Pager

Sam Patel · Account Executive, East Region · Fortnight ending 18 May 2026
Coaching Brief
Quota Attainment, This Half
112%
▲ 8% vs last fortnight
Closed-won $642k of $575k half-year target · Third consecutive fortnight above pace
★ Recognition
Discovery-to-qualified conversion improved by 18% this fortnight, the third consecutive period of improvement. The coaching changes you made on opening discovery questions are showing in the numbers.

Change Since Last Review

New Opportunities
4
$310k total ACV
Advanced Stages
3
$185k value moved
Slipped or Stalled
2
$78k at risk
Closed Won
1
$92k Hawthorn Group

Deals To Discuss 3

Account Stage Value Days In Stage Next Step
Stage 3 — Stalled $145k 42 Awaiting CIO sign-off (since 6 May)
Stage 4 — Proposal $220k 14 Pricing call booked Thursday
Stage 2 — Qualified $95k 9 Discovery on procurement process

Three Questions Worth Asking

1. The Nordvale deal has been in Stage 3 for 42 days. What is your current theory of why, and what is the smallest experiment we could run this fortnight to test it?
2. Beacon Health is your highest-value live opportunity. What is the next decision the buyer needs to make, and what is blocking it?
3. Your discovery-to-qualified conversion has improved three fortnights running. What changed in your approach, and how do we make it repeatable across the rest of the deal cycle?

System View

Top risk: Nordvale stall, $145k at 42 days in stage
Top opportunity: Beacon Health pricing call, Thursday
Activity level: 28 logged touches this fortnight (median 22)
Coverage: 3.2x against remaining half target

Sam's View (Pre-Meeting)

What I'm confident about:
[Rep fills in before meeting]
Where I'd value coaching:
[Rep fills in before meeting]
Help I need this fortnight:
[Rep fills in before meeting]
One thing I'm learning:
[Rep fills in before meeting]