Coaching Templates ensure that team members receive consistent, data-driven coaching aligned with your organization’s sales methodologies and performance standards.
Step 1: Access the Coaching Templates
Go to the Admin Console.
Select Coaching Templates from the menu.
This section displays all existing coaching templates.
From here, you can create new templates, edit existing ones, or manage which teams have access.
Step 2: Add a New Coaching Template
Click + Add Coaching Template to start building a new coaching structure.
Step 3: Build Your Template
Use the editor to create your coaching template.
You can include multiple sections or keep it focused on a single methodology—depending on your coaching goals.
For example:
If you only want to gather feedback based on a specific sales methodology (e.g., BANT, SPIN, or MEDDIC), simply select that one.
If you’d like to assess broader aspects—such as communication style, discovery skills, and objection handling—you can add multiple sections to the same template.
💡 Tip: For specialized or additional coaching templates, you can contact our support team at support@getweflow.com.
These templates are pre-built and trained on large sets of anonymized, non-customer data, ensuring high-quality and trustworthy feedback output.
Step 4: Preview Your Template
Before saving, click Preview to review how the coaching flow will appear to users.
You can switch between pre-recorded videos or examples from your library to verify how the feedback questions or sections are displayed in context.
Step 5: Save and Assign to Teams
Once your template is ready:
Click Save.
Assign the coaching template to one or more Teams.
Only the selected teams will have access to view and use the coaching template.
You can assign the same template to multiple teams if desired.
Manage and Update Templates
You can revisit the Coaching Templates page anytime to:
Edit existing templates to refine or expand them
Duplicate templates for new use cases or teams
Remove outdated or unused templates