The REAL work behind an effective coaching environment!
OK, so you have read a lot of articles. You are convinced that managers who coach effectively are more consistently successful. (In other words their success is not attributed to a superstar sales rep or fantastic negotiating skills for their annual budget with your boss!)
You want to implement a coaching environment, but since it’s not being done across your whole team you have some concerns. There are a lot of articles out there, many of them are very knowledgeable, but you get the sense they are models and not real world.
Well, let me alleviate your fears. Those models are not complete!! You will face many challenges other than just learning a new way to ask questions.
It’s true, that once you have the right model, and fully understand your goals, that coaching is quite easy. The part most people don’t tell you is that there is quite a bit of work you need to do to create an effective coaching environment. It is WORK!
However, having been in your position, I can assure you that if you take the time to invest in creating this environment, you WILL free some time up, increase your forecasting skills and accuracy, improve your pipeline and win more deals!
So, what comes first? Before you tell your team about the changes you are going to make in your feedback process, you have to be prepared.
So, first make sure you understand the model for coaching. It’s no different than any model you learned for selling. The difference is that this time your audience is the sales rep, not the client. It’s actually the easiest part of coaching as long as you remember that self discovery is a much better learning tool then being told.
Second, define the work to a much better level of detail then is in the typical HR review form. Typically the HR review form does not discuss skills and knowledge you want your team to have. For example, is there a place to speak about account/territory planning? If that is an issue, how do you bring it up? A Performance Requirement Document for Sales includes that item and allows you to define your level of expectation for a “3” performance, or any level you choose. As an example, you can have the completed Sales Review Document I used at our website.
http://salesleadershipconsulting.com/Promotion.php
The most difficult requirement for effective training is TRUST. You have to have their trust when you coach, because otherwise they feel like it’s a setup and they won’t be honest. Trust is earned. One of the prizes for being trustworthy is honesty from your team. Without honesty, your coaching may be wasted.
So, how do you earn trust? There is no one answer, no magic pill, but there are so many landmines that you could easily be stepping on them. So, here are a few suggestions on building trust:
1) Ask yourself, are you honest with them? Do you say some things to one sales rep and not to others? I’m not talking about individual performance; I’m talking about news, decisions, etc….
2) Ask them! What things do I do that appear as not being honest? You may be doing some things you think are perfectly logical, but appear as being untrustworthy. You have to exhibit trust before you can expect it from them.
3) What do you do to defend/protect your sales people? This is a slippery slope. You have to do this while still being 100% above board.
4) “No Surprises!!!!” You don’t want to surprise them with good or bad news, and you don’t want surprises from them.
5) Give direction, and take responsibility for those that follow it and do not succeed.
6) Generate ideas with your boss, your teammates and HR because we cannot come up with all of the ideas here and we cannot come up with specific activities that your management team does without being there.
You will never have complete trust, but if there is anything they are looking for from you, everyday, is trust.
OK, you know the model you will use, you have a document to review with your reps, and you have assessed that you may have some work to do on trust. Make sure you have buy in on the work you will be doing with your boss and the HR manager. Your boss may not care as long as you make your numbers, but they will know what you did if the numbers improve under your watch. Hr will support you as long as they don’t think you are using a new tool to get rid of people. This may be tough because that may be the result, but if it is, you have much better documentation then you have ever had. Stand your ground! Finally it’s time to implement an old IBM phrase that they applied to presentations and training:
“Tell ‘em what you are gonna tell’em, tell’em, tell’em what you told ‘em.”
Show them the tool you are going to use. The purpose is to make sure I help you become a better sales rep. I don’t mean to lengthen a sales cycle, or give you more work to do, but to help you learn how to make your numbers more easily and to make more money. The objective is simple. I want to ask you at the end of the year if you think you are a better sales rep. If the answer is yes, I hope I contributed. I win by making sure that all of you are better then you were at the beginning of the year. Each of you are different, so development discussions will be different, but I hope to tailor what we work on to meet your goals. I may also ask you to share some of your successes and the great skills you have which contribute to your success.
OK, you’re ready. Start small, one call per rep and tell them up front what you are going to do and how you want to help. IMPORTANT TACTIC, which you told them at the kickoff but you have to reinforce before you go on the call. You need to tell them that you are not going to focus on everything you do well or that you do wrong. If there is something major, you may bring it up, but this particular call I will focus on coaching you in the following area, which we agreed ahead of time is one of your strengths, and the other skill or knowledge area which we agreed is an area of development. So, don’t worry about the whole call. Do your best, and let’s focus on those skills afterwards.
Now, make sure they have a goal for the call, and go watch!
Good Coaching!
For more details and to experience an effective coaching call, contact us. We would be happy to “Coach” one of your reps while you observe.