Sales Coaching Observation Notes Form
Capture structured notes and evaluations for your sales coaching sessions using this observation form.
Observer Name
*
First Name
Last Name
Sales Representative Name
*
First Name
Last Name
Date of Observation
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Type of Sales Call
*
Discovery
Demo
Negotiation
Follow-up
Closing
Other
Key Strengths Observed
*
Areas for Improvement
*
Overall Sales Skills Rating
*
1
2
3
4
5
Effectiveness in Handling Objections
*
Needs Improvement
1
2
3
4
Excellent
5
1 is Needs Improvement, 5 is Excellent
Coaching Recommendations
*
Next Steps / Action Items
Submit Observation
Should be Empty: