A checklist for managers who coach sales or service people on video calls. It keeps the sessions short, regular and focused on one skill.
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When to use it
Use it when your team works in different places and you cannot coach by sitting next to the seller.
The checklist
Remote team coaching checklist
Checklist
Set the rhythm
A fixed weekly slot for each person.
A short group session every two weeks for shared lessons.
A shared place for notes and agreed actions.
A written rule on how recordings are used.
Before each session
Read the seller's last action and notes.
Choose one call or one practice result to discuss.
Send the agenda a day before.
During the session
Start with the seller's own view.
Keep cameras on if it suits the person, and never insist.
Coach one skill and agree one action.
Leave time for the seller's questions.
Between sessions
Send a short message with the agreed action.
Book a practice session for the skill.
Share a good example from the team, with permission.
DIRI AI · diriai.com · Training material, not legal or financial advice.
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How to use it
Start with two sellers for a month, then widen the routine to the team.
Ask each person how they prefer feedback and adapt to it.
Review the rhythm itself after a month and remove anything that nobody uses.
Practise it before you dial
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