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Coaching new and existing sales leaders to be more confident and effective with a tailored action plan & playbook


Sales leaders struggle if they haven't received adequate sales leadership coaching to lead their team, or if they were promoted into a leadership role without prior experience leading people. Support from a seasoned sales  leadership coach can make an incredible difference in transforming sales leaders and subsequently their teams. 

This solution starts with a 360-degree review and assessment of the sales leader, followed by a customized action plan. Following this action plan, an SRi expert will coach using a Sales Leadership Playbook in one-on-one sessions. Each session will cover a specific topic in the playbook, including real-life applications and take-home exercises, to get you thinking and acting like a great sales leader in <90 days. 



In the sales leadership playbook program, we focus on six key areas of sales leadership, tailoring the coaching topics and session to specific wants and needs of the individual leader. 

1. Customized Coaching Plan

The Sales leadership playbook begins with an individual assessment to evaluate  goals, strengths, weaknesses, and identifying the 90-day roadmap to ensure success. In this roadmap, Sales Result includes training topics that can immediately be implemented for fast results, prioritized to the needs of the organization. We leverage "homework" and role playing exercises to ensure concepts and training topics are absorbed by the sales leader. 

2. Develop Leadership Traits

One of the key leadership traits we focus on with leaders that are not hitting their numbers is confidence. Throughout the program, we give sales leaders the tools to develop the necessary skillsets, but we also coach on how to have the confidence to be effective. Other leadership traits we instill include improvement of management skills and tactics, effective communication across different stakeholders, and best practices in the structure of running a team. 

3. Improve Sales Team

Ultimately, the sales leader's job is to improve results both at an individual contributor level and as a cohesive team. In the Sales Leadership Playbook, we address improving and streamlining performance of reps, the team, and the leader themselves. Hiring the right reps and recognizing key players is another key skill that Sales Result helps sales leaders recognize and leverage for better results. 

4. Set Priorities & Execute

Having your priorities straight is a key element to being an effective sales leader; we help leaders prioritize and make an effective plan for how they invest their time. Through 1:1 interviews and coaching sessions, we help paint the 360 degree picture of the sales organization, sales efforts, and what activities are too in-the-weeds. 

5. Focus on the Right Customers

Setting a thoughtful sales strategy is not something to be taken lightly, it requires a lot of thought, discussion, and a thorough understanding of the market and your customers. The right sales strategy requires a strategy for new customer acquisition, account management, and strategic account management just to get started. 

6. Understand and Track Key Metrics

Having the right data can support most decisions a sales leader will need to make, but the question becomes what data do you look at, and how do you get it? During coaching, the SRi sales coach will recommend KPIs, metrics that matter, and the reports and dashboards sales leaders should use to help manage their sales team. 

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Is Sales Leadership Playbook Right for You?

  • Are you a sales leader looking to elevate your skill set?
  • Are you a long-time sales leader but have never received coaching?
  • Are you a new sales leader looking to make an immediate impact?

If these scenarios describe you or a member of your sales leadership team, Sales Leadership Playbook may be the solution. Always custom and never canned, our sales leadership coaching is tailored to the individual and their needs and goals, with the intention of providing immediate and lasting improvement.

What’s Included

  • Individual assessment
  • Individual action plan
  • Customized sales leadership playbook of 20+ topics covering:
    • Best practices
    • Sales leadership
    • Sales strategy
    • Sales people
    • Sales operations
    • Sales process
  • Weekly or bi-weekly hour-long sessions with a sales coach


Learn more about our sales consulting process

eBook: The B2B Executive's Guide to a Winning Sales Org


Schedule a complimentary sales consultation with an SRi expert