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    The Progress Coaching Blog

    Coaching Drives Relationships

    April 6, 2020 Posted by : Tim Hagen
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    This is a sample coaching map from our book series Coaching Conversations and we hope it helps.

     

    Challenge / Performance Area:

    • Building relationships with clients

    Suggested Strategy:

    • Using a Rating Question, the person you are coaching is put in a position where they must evaluate their own efforts to build relationships with clients, rather than just execute the transaction.

    Suggested Questions:

    • Rating Question: On a scale of one to six, with six representing that you focus an equal amount of effort on building a relationship with your clients as you do on the transaction itself, and one representing that you put no effort at all into the relationship, where would you rate yourself and why?
    • Risk Question: What risks do you think you might mitigate by building a relationship with your clients as well as meeting their needs in the transaction?
    • Self-Actualized Question: What actions do you think we can take together to help you find a balance in placing your efforts between the transaction itself and the relationship with the client?

    Suggested Activities:

    • Whiteboard Coaching: On the left side of a whiteboard, write down how the individual thinks their clients would describe their relationships with them.  On the right side of the board, write down how the individual would describe what they think an ideal relationship from a client’s perspective might look like.  Then, erase the left side of the board and work with the individual to create a strategy for the individual to take as they work with clients to reach the description on the right side of the board.

     

     Suggested Learning Projects:

    • Peer-to-Peer Coaching: Assign for the individual to meet with a new peer each week to discuss how their peers put energy into building relationships with their clients.  What benefits do they find come through as a result of their efforts to balance the relationships with their clients with meeting their expectations for the transaction itself?  What takeaways from their peer conversations can the individual put into practice in their own relationship-building with their clients?  Discuss the answers to these questions at your next coaching session.
    • Observational Coaching: Assign for the individual to observe their peers as they interact with clients in the coming week.  What does the individual notice as signs that their peers have a relationship with their clients?  How do their peers’ interactions differ from the ones that the individual has with their own clients?

    Supplemental Coaching Strategies:

    • Non-Verbal Coaching: As the individual you are coaching begins to find balance between building relationships with their clients and executing the transaction, leave a handwritten note at their workstation sharing with them that you have observed their efforts.  Be specific in sharing with them the actions that they have taken to find that balance and the tangible positive outcomes as a result of their efforts.  Let them know that their efforts are appreciated by you and how they are beneficial for the individual as they interact with their clients.

    Want More Info On Coaching Maps? CLICK HERE

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    About Author

    Tim Hagen
    Tim Hagen

    Tim Hagen founded Progress Coaching, a Training Reinforcement Partner Company, in 1997. His entrepreneurial career began in college leading to positions in sales, sales management, and sales training for small and large corporations, and eventually ownership of several training companies. Tim is often a keynote speaker at companies teaching the value of coaching and conversations in the workplace. He possesses a unique combination of hands-on experience, academics, and innovative insight to solve the industry’s most common challenges specific to workplace performance. Tim holds a bachelor’s degree in Adult Education and Training from the University of Wisconsin, Milwaukee.

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