Starting Point
Frozen when coaching began. This baseline never changes, whichever date range the dashboard shows.
Internet Advancement — Rolling 30D at Coaching
11.2%
5 Appointments / 45 Engaged Customers
40%
Engagement
79.3%
Show Rate
100.0%
Contact Rate
30.6%
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
- 20%
- Salesperson Commitment
- Ask for a specific appointment on every engaged conversation.
- Coaching Owner
- Brandon
Interim step. Cohereo Standard remains 40%.
Manager Notes
Reviewed appointment ask language and follow-up cadence.
Current Progress
Always Started At → Current, measured on the rolling 30-day window.
Started At
11.2%
Current
17.4% ↑
Change
+6.2 pts
Improving — Target Not Yet Reached
Current rolling 30-day performance is 6.2 points above the baseline recorded when coaching began. Performance has improved during the coaching cycle.
Behavior Follow-Through — Nov. 1
Yes
The appointment ask became part of every engaged conversation.
Outcome
Improved — Target Achieved
Target reached. Still below the Cohereo Standard, so Cohereo continues to monitor the competency normally.
Cohereo continues to monitor Internet Advancement 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
December 7, 1928 · Brandon
Improved — Target Achieved
Target reached. Still below the Cohereo Standard, so Cohereo continues to monitor the competency normally.
Performance Review
December 7, 1928 · Brandon
Improved — Target Achieved
Target reached. Still below the Cohereo Standard, so Cohereo continues to monitor the competency normally.
Started At
11.2%
Current
26.4%
Coaching Started
October 18, 1846 · Brandon
Appointment Setting — Specific Appointment Ask
Reviewed appointment ask language and follow-up cadence.
Baseline (Rolling 30D)
11.2%
Coaching Target
20%
Cohereo Standard
40%
Behavior Check
November 1, 1846 · Brandon
Commitment follow-through: Yes
The appointment ask became part of every engaged conversation.