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For VP Sales and Heads of Sales

Turn your sales playbook into daily rep performance.

Taskbase gives every rep personal preparation, feedback, practice and work support based on your approved way of selling, and shows you where each rep needs your help.

See how Taskbase scales sales leadershipAll roles

Manager coaching brief

Alex – Coaching 1:1

What needs your help now. Updated 07 Oct 2026, 18:16.

Main need: turn interest into a buyer-owned caseUpdate
Closed won
€76K
54% of €140K target
Projected landing
€148K
Won + stage-weighted open deals
Best case
€179K
Won + all open quarter deals
Worst case
€76K
Closed won only

Coach first

The three skills to work on

Problem impact & business caseStruggles
No change in 4 weeks
38

Asked generally about relief and more customer conversations; when the buyer named speed and quality, Alex did not follow up on what it costs.

Next-step commitmentNot yet strong
Same as last month
56
Discovery questionsImproving
+9 in 4 weeks
71

Quarter

Close-plan focus

  • Northwind Logistics€67K
  • Brantec IT€9K
  • Helio Metering€5K
  • Enneo Group€1K

Manager coaching brief: where a rep struggles, where they are not yet strong and which skills are improving. All names are fictional.

The problem

You know what good looks like. Making it happen in every call is the hard part.

  • Managers cannot review enough calls.
  • Scorecards are hard to maintain when the playbook changes.
  • Coaching quality depends on the manager.
  • New hires depend on top performers and tribal knowledge.
  • Reps repeat the same gaps for weeks before anyone sees the pattern.
  • Deal reviews spend time collecting context instead of deciding what to do.

The impact

What changes with the Coach

  1. 01

    Consistent execution of the sales playbook

    Taskbase checks real customer-facing behaviour against your standards and links every gap to evidence.

  2. 02

    Coaching coverage for every rep

    Each rep gets focused feedback after real calls. Managers see team patterns and where human coaching adds the most.

  3. 03

    Faster onboarding and ramp

    New hires learn through role-based guidance, real work, practice and feedback instead of waiting for manager time.

  4. 04

    Better deal quality and forecast evidence

    Qualification, stage evidence, risks, commitments and next actions stay current.

  5. 05

    More manager time for decisions and people

    The Coach prepares one-to-ones, deal reviews, coaching moments and team priorities.

The Coach in action

The work the Coach takes on

One-to-one preparation

Target outlook, skill gaps with evidence, agenda and weekly commitments for each rep, before you sit down.

Team skill visibility

See the strongest and weakest behaviours across the team, backed by real call evidence.

Playbook adherence

See whether reps use the agreed method in customer conversations.

Personal rep coaching

One strength, one gap and the exact wording to use on the next call.

Onboarding and AI role-play

Role-based learning and practice of the current pitch, objections and buyer situations.

Deal-risk alerts

Flag weak, stalled or unsupported deals and recommend the next move.

From rep call to focused coaching action

  1. 1Rep call
  2. 2Personal feedback
  3. 3Team pattern for the manager
  4. 4Focused coaching action

Living Revenue Playbook

One approved playbook behind every answer

The Coach does not invent a different answer for every person. It works from the approved Revenue Playbook, live customer context and the person’s role. New evidence from real calls becomes a suggestion, and the accountable leader approves it before it becomes the standard.

  1. 1

    Evidence

    A new objection, competitor or question shows up in real conversations.

  2. 2

    Suggestion

    Taskbase proposes a playbook change and shows the evidence.

  3. 3

    Approval

    The accountable leader reviews and approves it.

  4. 4

    Updated work

    Coaching, answers and automated work follow the new standard.

When your method, pitch or qualification criteria change, scorecards, coaching and onboarding change with them. You approve the update once.

Proof

SignalFisher: from first playbook to live coaching in two weeks

SignalFisher used Taskbase to build its first playbook and turn it into an onboarding and coaching experience.

8 → 4 weeksOnboarding time, a reduction of 50%
2–3 hoursTo build the first playbook
2 weeksFrom signing to live

Where Taskbase fits

Not another recorder. Not another chatbot.

Not another call recorder

Recording tools tell you what happened. Taskbase helps the person do the next thing better, completes the work around it, and checks whether the new behaviour sticks. Keep the recorder you already use.

Not another generic chatbot

Generic AI can create an answer. Taskbase adds your approved context, customer evidence, individual skill memory, connected workflows, governance and follow-through.

See how the Coach works for sales leaders

Bring one recorded call. We show you the coaching, the team view and the one-to-one brief your managers would get.

Book a callSee case studies