Preset Coaching Templates
Matt avatar
Written by Matt
Updated over a week ago

Preset Coaching Templates allow Coaches to quickly kickstart coaching programs with 'Out of the Box' templates they can use structure their sessions. With these new templates, coaches can:

  • Use the 1:1 Coaching Session to discuss an Agent’s performance holistically and align on targeted goals for growth

  • Use the Performance Review to discuss performance and growth from the past month, quarter, or year, and development plans for the future

  • Use the Welcome to Coaching template to onboard Agents to Coaching, and level-set expectations for future performance
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How to Use Preset Templates

  1. In the Coaching Tab, click "New Session"

  2. Under 'Template', select one of the Maestro templates with the 'M'

  3. Create a new session using our Template and fill out according to your agent
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🎥 Check out this video for a visual explanation:

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