Facilitate Effective Group Coaching Sessions

We’re currently transitioning our admin model from Team > Group to Organization > Team > Group, with admin roles becoming Organization Admin and Team Admin. As a result, some language in this article (for example, references to “Team” or “Group”) may not exactly match what you see in the product today. The underlying functionality described here remains the same, even if the labels and hierarchy in your app look slightly different while we complete this transition.

When to use this

Biweekly or monthly to align the team on best practices.
Post‑launch of a new script, product, or objection play.
When KPIs stall and you need shared language to improve.

Prerequisites

Team Admin or Group Admin access to gather examples.
2–3 recent role plays that match your theme.
A clear KPI theme (e.g., increase meetings set rate).

Suggested 45–60 minute agenda

5 min: Set the KPI‑focused theme
- “Today we’re lifting meeting set rate by tightening the close.”
10–15 min: Calibration with clips
- Play a win, a near‑miss, and (if relevant) a clean script read.
- As a group, call pass/fail on the target milestone and why.
- Compare to Brevity’s rephrased example; co‑create the team variant.
10–15 min: Peer coaching rounds
- Pair up and run the focused milestone (e.g., close or objection drill).
- Use Start/Stop/Continue for feedback and tie each point to the KPI.
10 min: Fishbowl role play
- One volunteer runs the scenario live while the team scores the milestone. Keep feedback specific and milestone‑anchored.
5 min: Lock the standard and assign practice
- Document the agreed phrasing or steps.
- Update Scripts mode lines if needed and assign follow‑up practice.
- Define which KPI and Brevity metrics you will review next meeting.

Choosing role plays to feature

A clear win on the target milestone (model “good”).
A near‑miss with high learning value on a single step.
A common or high‑impact objection for your market.
Rotate across experience levels; anonymize misses unless reps opt in.

Do’s and don’ts

Do anchor debate on milestones and rephrased examples, not opinion.
Do celebrate progress over absolute scores, especially in Hints/None.
Do anonymize when reviewing misses; ask consent before naming.
Don’t chase 90+ in Hints/None mode; 81–85 is phenomenal by design.
Don’t use leaderboards to shame; use them to highlight behaviors to emulate.

Convert insights into action

Practice assignment examples:
- “2 Scripts‑mode runs using the updated close verbatim; report next week’s team meeting rate.”
- “3 Hints‑mode runs on ‘send me info’ objection; target a 3‑point lift in objection conversion.”
Next meeting: Revisit milestone pass rates, average statement scores, and the chosen KPI.

Manager prep checklist

Theme and KPI selected
2–3 clips queued with time stamps
Start/Stop/Continue prompts prepared
Decision on anonymization
Templates ready (group recap, assignment brief)