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SDR Coaching

Part of SDR coaching

Measuring whether coaching changes conversation quality

Define a coached behaviour, compare suitable conversations before and after, and report change without overstating causation.

Check whether the specific behaviour being coached appears in later, comparable conversations and helps the representative reach a sound next decision. Record the starting point, the coaching delivered and the later evidence. More meetings or a higher call score alone cannot show that coaching caused improvement.

Define what would change

Choose one focus, such as responding to an unexpected answer. Write an observable rule: after the prospect corrects the opening premise, does the representative acknowledge the correction and ask a relevant follow-up before returning to the offer? Define when to mark that behaviour present, absent or not applicable.

Also ask whether the exchange established the topic's relevance, what remains unknown and the next action the prospect wants. A good follow-up may show that the offer is irrelevant. That can support a sound stop even though it produces no meeting.

Record a comparable starting point

Select eligible conversations from before the coaching session. Note the call type, account segment, objective and selection rule. Include conversations without bookings. Favourite success clips would give a distorted starting point.

Have reviewers apply the same short rubric to some of the same examples. Resolve ambiguous wording before comparing later ratings.

If a call lacks the relevant situation, count it as not applicable rather than a failure. If the evidence is too sparse to judge, mark it unassessable. Use recordings or transcripts only through the organisation's approved privacy and security process.

Record what coaching occurred

Note the focus, example discussed, alternative practised and date. Attendance alone does not show that the representative used the skill. At the later review, ask what they tried, how the prospect responded and whether another adjustment was needed.

Compare later conversations

Use the same selection rule and rubric for later calls. Show the number reviewed, the number containing the situation in question, the number assessable and the number showing the target behaviour. Give brief reasons for uncertain findings.

Changes in account mix, offer, experience, season, call type or reviewer can affect a comparison.

A before-and-after view shows an observed change; it does not by itself attribute that change to coaching. Where feasible, a suitably comparable group or staggered introduction can strengthen the assessment, but remaining differences still need to be reported.

Before-and-After Comparison of Coached Behaviour

Pre-coaching: Target behaviour present
6 out of 20 eligible calls
Key considerations
Account mix, seasonality, and reviewer consistency may affect results. Report remaining differences.

Interpret outcomes separately

Keep next decisions visible: a focused check, agreed discussion, referral or justified close. If listening appears better while meetings fall, inspect whether unsuitable meetings were avoided. If bookings rise without a change in the coached behaviour, investigate another explanation.

State what changed in the reviewed conversations, what evidence limits the conclusion and what the team will adjust next. A small selected sample cannot establish an effect for every representative or future revenue.

Key Metrics in Coaching Impact Assessment

  • Number of pre-coaching calls reviewed20
  • Target behaviour observed pre-coaching6
  • Unassessable calls (due to sparse evidence)3

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