Templates are better in Hugo 🚀
Hugo is a tool for better meetings through centralized, actionable notes – connected to your work apps.

Monthly Coaching Call

Monthly update on coaching tasks, metrics, and upcoming priorities
Text sizeBoldItalicUnderlineStrikethroughFormat clearHighlightText colorBullet listNumbered listCheckboxLinkAttachmentTag iconTag icon

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?


Use or customize this template

Using templates in Hugo enables you to collaboratively prepare and edit notes, create tasks and integrate with 20+ apps.
or still using Microsoft Word or Google Docs?
10X Culture
10X Culture
The 4-hour meeting week and 25 other secrets from innovative, fast-moving teams

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.

About the author

Cristi Silva

Cristi Silva

Downloadable template pack thumbnail

Download them all

Download the whole library of Hugo templates in both Google Docs and Microsoft Word format
Customize your own template thumbnail

Can’t find a template?

Create your own meeting agenda template for you, your team or your whole organization - in minutes

Want more productive meetings?

Let Hugo help with agendas, note-taking & tasks

Get Hugo Free
Create, share and organize your meetings, templates and actions
Close icon
Close icon