Development Timeline

Matthew Rutledge

Coaching owner: Aaron · 5 entries · Everything a manager has done with Matthew, in one place.

Open Coaching Records

Jan. 1Internet AdvancementBehavior Check: May 1 · AaronFollow-Up Scheduled

History

Coaching
Internet Advancement — Formal Coaching Started
September 15, 2026 · 9:05 AM
Aaron
Formal coaching record opened. Focus: offer two specific appointment times to every engaged Internet customer.
Started At (Rolling 30D)
6.7% — 1 Appointment / 15 Engaged
Coaching Target
20%
Cohereo Standard
40%
Follow-up: Behavior Check September 29, 2026 · Performance Review October 15, 2026 (scheduled)
Manager Note
Internet Advancement — Early Observation
September 2, 2026 · 10:14 AM
Aaron
Informal observation before any formal coaching record. Conversations look healthy, but appointment requests are open-ended. Noted for a closer look.
Cohereo Benchmark
40%
Training
Objection Handling
August 24, 2026 · 8:35 AM
Trent
Reviewed numbers worksheet and handling payment objections.
Recognition
Phone Conversion
August 11, 2026 · 9:02 AM
Trent
Recognized Matthew for strong phone conversion performance.
Phone Closing
34%
Manager Audit
Personalized Video
July 27, 2026
Aaron
Videos were sent consistently but personalization was thin on two of three reviews.
Videos Reviewed
3
Needs Coaching

This record is not a score. Cohereo keeps competency scoring separate from development history — the timeline shows what a manager did, not how the salesperson is graded.