Starting Point
Frozen when coaching began. This baseline never changes, whichever date range the dashboard shows.
Appointment Quality — Rolling 30D at Coaching
42.9%
3 Shows / 7 Appointments
66%
Engagement
60.0%
Contact Rate
58.0%
Why Cohereo Noticed: Appointments are being created, but too few scheduled customers are arriving. The measurable breakdown is between the appointment being set and the customer showing up.
Coaching Plan
What the manager and salesperson agreed to.
- Coaching Focus
- Appointment Confirmation Process
- Coaching Target
- 55%
- Salesperson Commitment
- Confirm the day before and again the morning of the appointment.
- Coaching Owner
- CJ
Interim step. Cohereo Standard remains 66%.
Manager Notes
Reviewed confirmation cadence ahead of scheduled appointments.
Current Progress
Always Started At → Current, measured on the rolling 30-day window.
Started At
42.9%
Current
100.0% ↑
Change
+57.1 pts
Improved — Target Achieved
Current rolling 30-day performance reads 100.0% (1 Shows / 1 Appointments), but the post-coaching sample remains too limited to determine whether the change is sustained.
Behavior Follow-Through — Dec. 31
Yes
Confirmation cadence is consistent.
Outcome
Resolved / Process Corrected
Confirmation process is now habitual.
Cohereo continues to monitor Appointment Quality normally. If the same measurable weakness returns, it will appear as a recurring development area.
Coaching Activity
Every step in this cycle. These events also appear on the salesperson's Development Timeline.
Coaching Completed
February 6, 1948 · CJ
Resolved / Process Corrected
Confirmation process is now habitual.
Performance Review
February 6, 1948 · CJ
Resolved / Process Corrected
Confirmation process is now habitual.
Started At
42.9%
Current
58.3%
Coaching Started
December 17, 1865 · CJ
Appointment Confirmation Process
Reviewed confirmation cadence ahead of scheduled appointments.
Baseline (Rolling 30D)
42.9%
Coaching Target
55%
Cohereo Standard
66%
Behavior Check
December 31, 1865 · CJ
Commitment follow-through: Yes
Confirmation cadence is consistent.