Monthly Coaching Check-In

Get ready for each monthly coaching call by collecting every team member's goals, challenges and progress. It asks about current rank, personal motivation, nail parties booked and the training they need. Great for direct sales leaders who mentor a team.

Use this template

In the Claude connectors directory

Page 1

Name

First Name

Last Name

Email

What is your CURRENT rank?

What is the HIGHEST rank you've reached?

What is your WHY?

What goals would you like to reach this month?

Where do you want to be three months from now?

What ideas do you have to reach your goals?

What obstacles are holding you back from your goals?

Page 2

How many nail parties would you like to book and hold this month?

How many nail parties did you hold last month?

Last month's number of parties was...

Above my goal Right on my goal Below my goal I didn't set a goal

How do you feel about your past nail parties? What worked and what didn't?

Page 3

Are you interested in team building?

Yes Maybe later Not right now

Which business skills do you feel you need to improve?

Which trainings do you think would help you?

How can I support you this month in reaching your goals?

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