Missed standup
A rep misses standup again while the rest of the team is already in.
For sales managers
Your rep improved. Will the next review show more than quota?
A better discovery question. A difficult call handled well. A promise to review the next one. If the coaching stays in your head, progress can disappear behind the number. Keep the employee history beside the deal records in your CRM.
- Voice-first
- Built for sales managers
- 30-day free trial
30 days free, no card required. Manager is $9.98/month for up to 25 people.
“Maya skipped the budget question on Tuesday’s discovery call. We agreed she will ask it before scheduling the demo on her next three qualified calls.”
Docu-Coach™ remembers
MayaCoaching
- What happened
- Skipped the budget question on Tuesday’s discovery call
- Commitment
- Ask the budget question before scheduling a demo, next three qualified calls
A day with the team
Five moments. One shift.
How many will you actually remember?
Deal recovered
Chris gets a stalled conversation back on track with a clear next step.
Question skipped
The discovery question you coached last week is missing from the call.
Call coaching
You coach that question and agree to review the next call before Friday.
The 1:1 starts
“What did we actually agree to last time?”
Do you have the record—or are you trying to remember it?
Memory, or a record.
Without Docu-Coach™
With Docu-Coach™
Without: “We talked about discovery.”
With: The coaching note from that call
Without: 1:1s that become pipeline reviews
With: The person, separate from the deal
Without: Only the lost deal is remembered
With: The strong call is on the timeline
Without: A promise to review their next call, forgotten
With: A follow-up you can see
Without: Coaching that changes by quota pressure
With: A record of what you actually said
The pipeline review won’t remember what you promised.
- CaptureAfter coaching, record your own account of the behavior, the improvement, and the next check-in. Keep deal details in the CRM.
- StructureDocu-Coach™ turns the note into clear management documentation using the FACTS methodology.
- RememberThe moment becomes part of the employee timeline.
- CoachWalk into your next 1:1 with context instead of memory.
“Maya skipped the budget question on Tuesday’s discovery call. We agreed she will ask it before scheduling the demo on her next three qualified calls.”
Docu-Coach™ remembers
MayaCoaching
- What happened
- Skipped the budget question on a discovery call
- Commitment
- Ask it before scheduling a demo, next three qualified calls
- Follow-up
- Check at her next 1:1
Docu-Coach™ does not add witnesses, motives, quotes, or dates you did not say.
Powered by Docu-Coach™
The Sales Manager Memory System™
Know what you asked the rep to change before you coach again. Save the follow-up and the progress you observed, so development conversations have specific examples behind them.
- Moment
- Capture
- FACTS
- Timeline
- Coaching
- Follow-up
- Call
You listen to a discovery call and hear the rep skip the budget question.
- Pipeline
Three deals look stalled in pipeline review. You promise the rep time to look at them together.
- Forecast
A rep holds a renewal without discounting and explains the value clearly. It shows up on the forecast, and it deserves more than a number.
- 1:1
At the 1:1, the prior coaching is intact: what you worked on, what they committed to, and what the next calls showed.
Context that accumulates.
An illustration, not a customer record.
Before
Chris — “Discovery has been thin.”
After
- Coached on the missing question after a live listen.
- Ran that question and booked a next step. Recognized.
- Missed standup. Expectation restated.
- Two calls this week with the coached question present.
Suggested next step: open the 1:1 on the coaching trail, then look at pipeline.
The cost of managing from memory
- 1:1s that only talk about the number
- The same discovery miss coached three times with no record
- A rep who improved gets no credit for it
- Follow-ups to review a call never happen
- New managers inherit no coaching history
- Patterns hide inside the CRM
- High performers get less coaching than the latest slip
Pipeline in the CRM. Coaching on the person.
Docu-Coach™ holds what you said to the rep: the coaching, the recognition, the attendance, the follow-up. Opportunity stages, quotes, and customer records stay in the CRM.
Sales coaching runs in a loop: a call, the pipeline, the forecast, and the 1:1. The CRM tracks every deal in that loop. It does not track what you coached the rep on, what they agreed to try, or whether it showed up on the next calls.
Docu-Coach™ is the manager app that remembers your people. Say the note after a call review, about the rep, in about ten seconds. Customer contracts, contacts, opportunity data, pricing terms, and account activity stay in the CRM and your approved revenue systems.
Before a weekly 1:1, a deal review, or a performance conversation, Prep Me lists only the coaching notes you saved.
The CRM owns the deal. Docu-Coach™ owns the coaching memory.
Docu-Coach™ does not duplicate your CRM. It keeps what the CRM is not built for: the manager-to-rep coaching conversation.
Belongs in Docu-Coach™
- Coaching on specific call and deal behaviors
- Rep commitments and follow-up checks
- Recognition for how a rep handled a situation
- Deal-review promises you made to reps
Stays in your system of record
- Customer contracts and contact information
- Opportunity data, stages, and amounts
- Pricing terms
- Account activity and call recordings
See a coaching conversation supported by saved history
The live demo uses UpTown Hospitality Group. Sales managers use the same employee timeline and Prep Me flow. Deals stay in your CRM.
Questions before you start
Why not just keep coaching notes in the CRM?
The CRM is organized around accounts and opportunities. Coaching is about the rep: the behavior you worked on, what they committed to, and whether it showed up on the next calls. Docu-Coach™ keeps that on the rep’s timeline, so it is there for the 1:1 regardless of which deals moved.
What deal information should I include?
Only what you need to describe the coaching, such as “Tuesday’s discovery call.” Customer contacts, contract details, pricing terms, and opportunity data stay in the CRM.
Can it help me prepare for forecast calls?
It prepares the people side: which reps you promised a deal review, and what coaching is in progress. The numbers stay in your CRM and forecasting tools.
Does it support a PIP for a rep?
When coaching becomes a plan, PIP Builder and HR Ready draft from your dated notes, and each line points to its source. Nothing is added.
How many reps does a plan cover?
Free covers 2 people. Manager covers up to 25 people for $9.98 a month. Teams covers 10 manager accounts and 250 people for a sales org with several front-line managers.
Does it listen to my calls?
No. You say the note yourself after you listen, in your own words. Docu-Coach™ organizes what you said.
The next 1:1 should build on the last one.
Give progress a place beyond the pipeline.
Record the coaching and the improvement while they are fresh. Open the history before the next review.
Cancel anytime
30 days free, no card required. Manager is $9.98/month for up to 25 people.