Monthly Coaching Call

Monthly update on coaching tasks, metrics, and upcoming priorities

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TEMPLATE BY
Cristi Silva
Senior Support Coach
at
Boostopia

Update on Coaching Tasks

What’s still open and what’s completed?

  • Department Development
  • Manager Development
  • Agent Development

Your Current Goals and Projects

  • Department Goals
  • Department Projects
  • Company Goals

30 Day Trend Report

Call out the story in the data: What is the customer effort/agent effort?

  • KPI Review
  • Team > Efficiency
  • Reason for Contact > Deflection
  • Macros > Reason for Contact

Insights Action Items

What did we learn that we can act on today?

Upcoming Focus

How are we contributing to our quarterly goals?


How to use this template for your next 

Monthly Coaching Call

Coaching calls should provide an update on tasks, metrics, and upcoming priorities. As a Senior Support Coach at Boostopia, Crisi Silva conducts dozens of monthly coaching calls and has condensed her learnings into a great template for anyone to get started with.

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