Outbound Wiki

Ramp and coaching

Getting a new rep productive, and the coaching rhythm that keeps a team improving.

Ramp is a sequence of demonstrated skills. Set the finish line around what the new hire can perform, then shorten the feedback loop until the work becomes repeatable. End every coaching exchange with the learner naming what they will do next. Have the learner practice it and show it in work. That gives you a practical answer to "how long?" Track progress by gates and behavior because every hire moves at a different pace.

Set the ramp finish line

Define productive execution first, then estimate the calendar.

Treat teaching a sales development representative how to sell well as the organization's responsibility.1 Put the frontline sales leader in charge of onboarding sessions.2 The person who knows the sale best should train the new hire because that person also carries responsibility for the hire's revenue.3

Build onboarding from enablement, direct manager training, practice running demos, and a consistent buddy.4 Keep that buddy on the new representative's calls consistently because this combination is described as effective and scalable.5

Use one observable gate for the end of this stage: the learner performs the activity correctly through coaching.6 If the person still needs a new explanation every time the activity appears, keep the work in practice and coaching.

Put practice into the first part of ramp

The first practice should expose the learner to the work quickly. Give the person a chance to encounter the behavior before polishing it in an internal role-play.

Put a new sales development representative into the drill before running internal role-plays.7 Coaching should teach the behavior, show the learner how to apply it, and practice it with the learner.8 After a sales call, role-play the improvement area on the spot.9

Allow some struggle during practice while you observe what breaks.10 Listen for the moment when the learner loses the thread, skips a step, or falls back to an old habit. That moment gives you a coaching target you can see and rehearse.

Move on when the person can repeat the behavior with less prompting. Keep the target narrow enough that the next attempt can show whether the change held.

Diagnose one issue at a time

Once practice produces real examples, diagnose the pattern before prescribing a fix. Find a cause you can work on.

Start training and coaching by identifying trends.11 Give the coach a curated list of calls selected around behaviors identified in advance.12 Work backwards from the issue to find its root cause, then get agreement with the learner on that cause.13

Organize feedback in buckets because discovery is hard to learn when every comment feels random.14 Pick one metric at a time during coaching.15 A focused target gives the next repetition a clear test: did the learner apply this change or not?

Ask questions that force a diagnosis. What happened immediately before the miss? What did you expect to happen? What would you try on the next call? Move on when the learner can name the behavior and the reason for changing it.

Close the coaching loop

Advice matters when it changes what happens next. End each review with a decision, a rehearsal, and a check that the behavior appeared in the work.

Give the coaching, then have the learner decide how to apply it.16 Ask the person to visualize and plan that application before the next interaction so the expectation is clear.17 Practice some of the adoption during the review session itself.18

Verify that the learner put the coaching into practice.19 If improvement stalls, decide whether the coaching approach needs to change or whether the learner has not acquired the skill.20 Give one thing to focus on during the next repetition.21

End the review by naming the specific behavior the learner will attempt, the situation where it will appear, and the way you will inspect it. The next session can then test application instead of intent.

Make the rhythm visible

Ramp fades when coaching happens only after a poor result. Put it inside the team's operating rhythm so practice continues after the first improvement.

Coaching should live inside a regular rhythm.22 A recurring one-to-one is probably the most important coaching rhythm between a manager and a representative.23 Prospecting coaching should happen every week when prospecting is the focus.24

One cadence can include a fifteen-minute coaching session in every team meeting and further sessions every two weeks.25 Keep the approach consistent and model the behavior you want repeated.26 Repeating the process teaches the learner what the framework and process look like.27

As the learner gains control, let the coaching process become driven by that person.28 Ask what they want to inspect, which behavior they are working on, and what result they expect. You can then spend the session on the point most likely to change the next repetition.

What not to do

These mistakes add activity without learning and make ramp look longer. Remove them from the operating rhythm.

  • Define the next customer interaction. If a sales representative cannot answer what needs to happen next, the deal carries risk and creates a coaching opportunity.29
  • At stage three, use the mismatch between the current stage and the next action as a coaching point when demos keep getting scheduled.30
  • When effort is strong but results are weak, test whether the issue is a coachable skill problem.31
  • AI can identify coaching opportunities.32 The coach handles delivery and packaging.33

Sources

  1. 1
    “For me, it's my job to teach an SDR how to sell well.”
  2. 2
    “So it should be the frontline sales leader running these as well.”
  3. 3
    “And guess what? They're also accountable for these people's revenue number. It's super aligned.”
  4. 4
    “ton of manager, direct training, running the demo starts, etc. And then giving them a buddy that”
  5. 5
    “they're on the call with really consistently is a winning combination. And I think it scales”
  6. 6
    “And then number four, you need to do it right through coaching.”
  7. 7
    “But before we'd even do role-plays internally, we'd get them into this drill.”
  8. 8
    “So it's about teaching them and then showing them and then practicing with them.”
  9. 9
    “And I'll role play on the spot for them.”
  10. 10
    “I can observe them, let them flounder a little bit, which is okay.”
  11. 11
    “the first one is to do your best to identify trends, right? I think at the”
  12. 12
    “to that rep with a curated list of calls where the outcome can be somewhat controlled by you based”
  13. 13
    “I'm hearing like, we got an issue, work backwards, find the root cause, get alignment on that”
  14. 14
    “4. Try to coach your reps in buckets. It is really hard to learn how to do a discovery”
  15. 15
    “And it's usually like, hey, we're going to pick one metric at a time.”
  16. 16
    “Give you the coaching, you process what you're going to do with it,”
  17. 17
    “before it's actually happening, because then the expectation is clear, there's no excuses.”
  18. 18
    “Do some of the adoption then and there.”
  19. 19
    “They need to put it into place, and then you need to make sure that that's happening.”
  20. 20
    “Do we need to try a different approach with the coaching or is this rep just not getting”
  21. 21
    “I gave him literally one thing to focus on.”
  22. 22
    “My biggest thing here is it needs to live inside of a rhythm.”
  23. 23
    “And that is probably the most important coaching rhythm that you can have between yourself”
  24. 24
    “They're going to make sure that every single week the team is being coached on prospecting,”
  25. 25
    “meeting, we have a 15 minute session where they go over some trait. And then every two weeks,”
  26. 26
    “it's more about consistency and modeling.”
  27. 27
    “So doing this enough times, they're going to learn what that framework and what that process looks like.”
  28. 28
    “this be driven by you, Mr. or Ms. Rep.”
  29. 29
    “If my rep can't answer that question, the deal has risk and I have something I can coach”
  30. 30
    “that's coaching opportunity. Hey, we're in stage three, and we've already done demos.”
  31. 31
    “if they're not getting where they want to go it's potentially a skill issue which can help coach that”
  32. 32
    “And I think if AI is going to be used in coaching, where it is used best is it′s identifying”
  33. 33
    “And I think AI can do that, but actually going and delivering and packaging the coaching,”