Starting Point
Frozen when coaching began. This baseline never changes, whichever date range the dashboard shows.
Engaged → Appointment — Rolling 30D at Coaching
21.0%
5 Appointments / 26 Engaged Customers
40%
Engagement
83.9%
Show Rate
100.0%
Contact Rate
41.3%
Why Cohereo Noticed: Customers are engaging and created appointments generally show. The measurable breakdown is converting engaged conversations into appointment commitments.
Coaching Plan
What the manager and salesperson agreed to.
- Coaching Focus
- Appointment Setting — Specific Appointment Ask
- Coaching Target
- 30%
- Salesperson Commitment
- Ask for a specific appointment on every engaged Internet conversation.
- Coaching Owner
- Aaron
Interim step. Cohereo Standard remains 40%.
Manager Notes
Worked on asking for the appointment earlier in the conversation.
Current Progress
Always Started At → Current, measured on the rolling 30-day window.
Started At
21.0%
Current
23.1% ↑
Change
+2.1 pts
Improving — Target Not Yet Reached
Current rolling 30-day performance is 2.1 points above the baseline recorded when coaching began. Performance has improved during the coaching cycle.
Behavior Follow-Through — Jul. 29
Partially
The ask is happening on newer leads, less consistently on older ones.
Coaching Activity
Every step in this cycle. These events also appear on the salesperson's Development Timeline.
Behavior Check
July 29, 1953 · Aaron
Commitment follow-through: Partially
The ask is happening on newer leads, less consistently on older ones.
Current Rolling 30D
22.1%
Coaching Started
March 31, 1915 · Aaron
Appointment Setting — Specific Appointment Ask
Worked on asking for the appointment earlier in the conversation.
Baseline (Rolling 30D)
21.0%
Coaching Target
30%
Cohereo Standard
40%