For sales managers
The deal is in the CRM. The person you are coaching is not.
A missed discovery step, a call they ran well, a commitment before the next 1:1. Capture the coaching while the conversation is fresh. Pipeline stays in the CRM.
- Voice-first
- Built for sales managers
- 30-day free trial
30 days free, no card required. Then $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
This is the day.
Moments a sales teams manager is expected to remember.
- You listen to a discovery call and coach the missing question.
- A rep recovers a stalled deal with a clean next step. You want that saved.
- Someone misses standup again. You note the conversation.
- You promise to review their next call before Friday.
- The 1:1 is in twenty minutes and the CRM only shows the deal.
What exactly did you document?
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
Built around the way sales managers actually work.
- CaptureSpeak naturally while the moment is fresh — after the call, before the next one.
- 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™
The Docu-Coach™ Manager Memory System for coaching the person. The CRM keeps the deal.
- 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 1:1 that is not a pipeline review
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?
Manager covers up to 25 people for $9.98 a month, and Manager Pro up to 50. 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 CRM will not remember the coaching.
Walk into the 1:1 with the last conversation still intact.
Use the CRM for the deal. Use Docu-Coach™ to remember the person you are coaching.
No credit card · Cancel anytime
30 days free, no card required. Then $9.98/month for up to 25 people.