Build the playbook with the client
Taskbase does not build playbooks itself. You do, as a service on top: the sales process and the tools reps use, such as discovery calls, demos, team demos, executive meetings and the qualification methodology.
For coaching partners
Make your coaching stick, and turn hours into recurring revenue.
Taskbase gives sales coaching companies and individual coaches a Coach that follows up between sessions, measures which skills reps actually use, and lets you earn from the licence instead of billing only hours.
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 targetProjected landing
€148K
Won + stage-weighted open dealsBest case
€179K
Won + all open quarter dealsWorst case
€76K
Closed won onlyCoach 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
The skill overview for a one-on-one: where a rep struggles, where they are not yet strong and what is improving. All names are fictional.
The problem
Training fades, and nobody can measure it.
- Coaching is heavy at the start: workshops on the sales process, the methodology, scripts and cold calling.
- After the workshops, support is thin. At best there is a monthly check-in on what works and what does not.
- Three months later, reps have forgotten most of the training and do not put it into practice.
- Apart from asking the reps, there is no way to see whether the skills stuck.
- Measuring whether skills are used has always been difficult, so your impact is hard to prove.
- Your income follows your hours, so growth means more consulting time.
The impact
What changes with the Coach
- 01
Skills that stick
You define which skills you taught. The Coach follows up on exactly these skills, gives feedback after real calls and tracks whether reps improve.
- 02
Measurable impact, earlier
See whether better skills lead to more meetings booked, a better conversion rate from one meeting to the next, better conversion overall, shorter sales cycles and larger deals, long before the quarter ends.
- 03
Recurring revenue instead of hours
Partners take part in the Taskbase licence while they contribute, so you can move from hourly rates to recurring revenue next to the Coach.
- 04
More clients per coach
One coach typically handles three to four clients. With the Coach alongside, we expect roughly twice as many. That can double revenue, and much of it recurs.
- 05
Your methodology in every playbook
Your tactics, techniques and methods sit behind Taskbase. When your clients build their playbooks, they build them with your methodology, so you can replicate your approach faster.
How it works
How you work with Taskbase
Define the skills you taught
Tell the Coach which skills your workshops covered. It coaches and measures exactly those.
Follow up between sessions
The Coach gives reps feedback in their chat tool after real calls, so your coaching continues without you in the room.
See every rep’s skill progress
A skill overview per rep for your one-on-ones, showing who improves and where help is needed.
Steer the Coach’s focus
Guide the Coach to concentrate on what matters most for each client right now.
See AI coaching in practice
Learn how well AI already coaches reps and how the newest technology is deployed, with real clients.
Become a Taskbase coaching partner
We provide a partner contract for coaching companies. Tell us about your clients and your methods.