Monthly update on coaching tasks, metrics, and upcoming priorities
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What’s still open and what’s completed?
Call out the story in the data: What is the customer effort/agent effort?
What did we learn that we can act on today?
How are we contributing to our quarterly goals?
Coaching calls should provide an update on tasks, metrics, and upcoming priorities. As a Senior Support Coach at Boostopia, Crisi Silva conducts dozens of monthly coaching calls and has condensed her learnings into a great template for anyone to get started with.