Coaching

Formal Coaching

Bryce Bordewyk

Appointment Quality

Follow-Up ScheduledOwner: CJ
Coached→Behavior Check→Performance Review
Started August 26, 1879Next: Performance Review — Sept. 25Behavior Check Sept. 9 · Performance Review Sept. 25

Starting Point

Frozen when coaching began. This baseline never changes, whichever date range the dashboard shows.

Show Rate — Rolling 30D at Coaching

47.1%

8 Shows / 17 Appointments

66%

Appointments

19

Shows

10

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
60%

Interim step. Cohereo Standard remains 66%.

Salesperson Commitment
Confirm every scheduled appointment by phone the day before.
Coaching Owner
CJ

Manager Notes

Practiced ending engaged conversations with a specific date and time.

Current Progress

Always Started At → Current, measured on the rolling 30-day window.

Started At

47.1%

→

Current

52.7% ↑

Change

+5.6 pts

Coaching Target 60%

Improving — Target Not Yet Reached

Current rolling 30-day performance reads 52.7% (10 Shows / 19 Appointments), but the post-coaching sample remains too limited to determine whether the change is sustained.

Behavior Follow-Through — Dec. 25

Yes

Confirmation calls are now part of the end-of-day routine.

Coaching Activity

Every step in this cycle. These events also appear on the salesperson's Development Timeline.

  1. Behavior Check

    December 25, 1917 · CJ

    Commitment follow-through: Yes

    Confirmation calls are now part of the end-of-day routine.

    Current Rolling 30D

    52.7%

  2. Coaching Started

    August 26, 1879 · CJ

    Appointment Confirmation Process

    Practiced ending engaged conversations with a specific date and time.

    Baseline (Rolling 30D)

    47.1%

    Coaching Target

    60%

    Cohereo Standard

    66%

View full Development Timeline