EDDAFOR BUSINESS
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Appointment coaching and new-hire simulation

Teach field reps the selling behaviours of top performers, then coach each appointment against that playbook.

Construction

Where the work begins

A national foundation-repair group has more than 100 field reps across its brands. Its strongest reps close roughly twice as many appointments as its weakest. Ride-alongs cannot carry every successful technique to every new hire.

The problem

Best practices sit in documents, emails and experienced reps’ heads. Managers need evidence of missed steps, while new reps need guidance during the conversation and practice before their next visit.

How the workflow works

Select a stage to see the records it uses, the action it takes and the result.

Records

Selling playbook
Ride-alongs across top, middle and bottom performers establish the sales process, objection library and product knowledge.
Appointment evidence
Recorded conversations show discovery depth, which process steps ran and how the rep handled objections.
Expert grading
Experienced colleagues validate the scoring model before the team uses it across appointments and brands.

Stages

Work product

Appointment coaching record

Process adherence
Shows which selling steps ran, where discovery fell short and whether objections were resolved.
Conversation evidence
Connects coaching to the relevant recorded moment, so the rep can inspect the judgement.
Practice material
Uses the validated playbook for onboarding simulations.
Stage 1 of 4

Build the playbook

Input
Ride-along notes and sales materials
Action
Capture how effective reps conduct appointments and turn those behaviours into a shared coaching standard.
Result
A company-specific process and objection library.

Oversight

Recording rules are configured by jurisdiction, brand and channel. Reps see their own coaching before managers; experts validate the scoring model.

What changes for the business

Shorter ramp

New hires learn repeatable behaviours without waiting for enough ride-alongs with the strongest reps.

More consistent execution

Managers can coach the behaviour behind a lost appointment across a national team.

Industry outcome

A national foundation-repair deployment reported new-hire time to productivity falling from 90 to 45 days.

Reported within six months of deployment; the result concerns the broader coaching programme.

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