Manager Dashboards and Transcripts: Coaching With Proof Inside AdaptVT

Turn training into measurable performance. Here’s how managers use AdaptVT artifacts to run fast, effective coaching.

Your coaching toolkit

  • Transcript: certificates, in‑progress modules, and last activity
  • Completions: who finished which modules by when
  • Callouts: modules tied to common gaps (openers, confirmations, objections)

Weekly 1:1 agenda (20 minutes)

  1. Wins: 2 minutes from the rep
  2. Proof: review transcript and one recent call together
  3. Gap: pick a single behavior to improve
  4. Assignment: 1 module + 2 practice reps before next meeting
  5. Commit: rep restates the behavior and next steps

Team huddle (10 minutes, Mon/Wed/Fri)

  • Leaderboard shout‑outs for completed modules and kept appointments
  • One micro‑drill from this week’s module
  • Confirm today’s focuses and timeslots

Templates

Coaching note

Behavior to improve: [e.g., propose two times]
Module assigned: [link]
Proof next time: [two sample calls + completion]

QA checklist (per call)

  • Opener within 10s
  • Single clear time proposal
  • Confirmation sent

Roll‑up reporting

  • Appointments set and kept by rep and source
  • Module completion vs. KPI movement

Related training