Monthly Coaching Call

Monthly update on coaching tasks, metrics, and upcoming priorities

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TEMPLATE BY

Cristi Silva

Senior Support Coach

Boostopia

Update on Coaching Tasks

What’s still open and what’s completed?

Department Development
Manager Development
Agent Development

Your Current Goals and Projects

Department Goals
Department Projects
Company Goals

30 Day Trend Report

Call out the story in the data: What is the customer effort/agent effort?

KPI Review
Team > Efficiency
Reason for Contact > Deflection
Macros > Reason for Contact

Insights Action Items

What did we learn that we can act on today?

Upcoming Focus

How are we contributing to our quarterly goals?

How to use this template for your next

Monthly Coaching Call

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.