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.
- Listening : for when you're attending a talk or presentation rather than leading the conversation. See Using listening mode.
- Custom : write your own prompt describing exactly what you want the coach to focus on. You can save prompts you use often so you don't have to retype them. See Saving and reusing your own coaching prompts.
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.
- You can also choose how often the coach checks in, separately from the template. See Choosing how often you get tips.