Templates tell the coach what kind of conversation you're having, so it knows what to pay attention to from the very first minute.
Available templates
- Sales discovery : early-stage conversations exploring a prospect's needs.
- Sales closing : later-stage conversations focused on moving toward a decision.
- One-on-one : regular check-ins with a colleague or direct report.
- Interview : candidate or expert interviews.
- Negotiation : conversations where terms are being discussed and agreed.
- Conflict : difficult or tense conversations that need a careful approach.
- Advisory : consulting or advice-giving conversations.
- Custom : write your own prompt describing exactly what you want the coach to focus on.
Pick a template
- When starting a coaching session, you'll be prompted to choose a template.
- Select the one that matches your conversation, or choose Custom to describe your own focus.
- Confirm to start the session with that template active.
Good to know
- You can set a default template in Settings so you don't have to choose one every time. See Setting your coaching defaults.
- Switching templates only affects new sessions. A session already running keeps the template it started with.
- Custom templates are useful for recurring conversation types that don't fit the built-in options, such as a specific type of client call unique to your work.