If you’re managing a sales team, you’ve probably heard that “coaching is everything.” But most tools make it way harder than it should be to actually assign, track, and follow up on coaching activities. If you’re using Allego, this guide is for you. I’ll walk you through how to assign and monitor sales coaching activities—the real steps, what’s worth your time, and what’s just noise.
Why Coaching Activities Matter (and Where Most Tools Fall Short)
Let’s get one thing out of the way: sales coaching isn’t just about sending people a video to watch or a quiz to take. The real impact happens when you can see who’s actually engaging, who’s improving, and where your team is stuck. A lot of sales enablement tools give you dashboards and “insights,” but they don’t make it easy to actually manage the process. Allego does a decent job—if you know where to look and how to use the features without getting lost in the weeds.
Step 1: Decide What Kind of Coaching Activities Actually Move the Needle
Before you jump into the software, get clear about what you want people to do. Otherwise, you’ll end up assigning busywork that everyone skips.
Common (and useful) coaching activities: - Role-play videos: Have reps record their pitch or objection handling for feedback. - Product demo walkthroughs: Watch and critique real demo recordings. - Peer reviews: Let reps give each other feedback—sometimes they’re tougher than you’d be. - Knowledge checks: Short quizzes to make sure they actually “get it.”
What to skip:
Don’t assign activities just because they look fancy. If you wouldn’t do it yourself, don’t force your team to.
Step 2: Build (or Reuse) Coaching Activities in Allego
Once you know what you want to assign, it’s time to set it up in Allego. Here’s the thing: Allego gives you a ton of options (assignments, challenges, quizzes, and more). Don’t get overwhelmed. Start simple.
To create a new coaching activity:
- Go to the “Coaching” or “Assignments” tab in the Allego platform.
- Click “New Assignment” or “New Challenge.” The wording changes depending on your setup—same idea.
- Pick your format:
- Video response: Great for role-plays or demo recordings.
- Quiz: Use for quick knowledge checks.
- Written response: For messaging or email reviews.
- Set clear instructions. Don’t just say “Upload a video.” Spell out what “good” looks like (length, key points to hit, etc.).
- Set a deadline. Don’t make it open-ended—people procrastinate.
- Decide if responses should be visible to peers. Sometimes public feedback is motivating, sometimes it just makes people nervous. Choose what works for your culture.
Pro tip:
Reuse existing templates or previous assignments if you’ve already built something similar. No need to reinvent the wheel every time.
Step 3: Assign to the Right People (and Don’t Blast Everyone)
Not every activity is for everyone. Assigning “one size fits all” coaching is a waste and annoys top performers.
Here’s how to target assignments:
- Select individuals or groups. Allego lets you assign to specific users, teams, or custom groups.
- Use tagging wisely. If you’re running a coaching activity for just new hires, tag them accordingly and only assign to that group.
- Set reminders. Schedule automatic nudges—Allego can handle this for you, and it saves you from chasing people down.
What doesn’t work:
Assigning everything to “All Users” out of laziness. It just creates noise and people start ignoring the platform.
Step 4: Monitor Progress Without Micromanaging
Here’s where most managers get stuck. You want to know who’s completed the coaching—without sitting in the dashboard all day.
How to track progress in Allego:
- Open the assignment dashboard. You’ll see a list of who’s completed what.
- Look for completion rates, not just views. “Watched” isn’t the same as “did the work.”
- Set up notifications. Allego can email you when assignments are submitted or overdue.
- Export reports if you need to. For bigger teams, you might want a spreadsheet snapshot. Allego’s export tools are decent—just don’t obsess over every column.
Red flags to watch for: - Lots of “started” but not “completed.” Means people might be confused or the assignment is too long. - Same feedback copy-pasted across submissions. People are gaming the system—time to tighten expectations.
Step 5: Give Feedback That’s Actually Helpful
The best coaching happens when you give real, actionable feedback—not just “Good job!” or “Needs work.”
In Allego, you can:
- Leave timestamped video or text comments. Point out exactly where reps nailed it or missed a key point.
- Tag others for peer feedback. Sometimes a teammate’s take hits home better than yours.
- Attach example responses. Give them a model to aim for.
What to skip:
Don’t write essays. A few specific, honest comments are more useful than paragraphs of vague encouragement.
Step 6: Close the Loop (and Don’t Let Assignments Linger)
Nothing kills momentum like old, unfinished assignments clogging up the system.
- Mark assignments as completed or closed when the window is up—even if some people didn’t finish.
- Follow up with stragglers individually. Public shaming rarely works; a direct message is better.
- Archive or reuse good assignments for future cycles.
Pro tip:
If an activity flopped (low engagement, poor results), don’t just repeat it. Ask what got in the way and adjust next time.
What’s Worth Using (and What Isn’t) in Allego
Worth your time: - Quick assignment creation and reuse. - Video-based coaching, especially for remote teams. - Built-in reminders and tracking (saves you babysitting). - Peer feedback tools—if your team culture supports it.
What to be skeptical of: - Overly complex scoring rubrics. If it takes longer to score than to complete, nobody will use it. - Fancy analytics dashboards. They look impressive, but most managers get what they need from basic completion and feedback rates. - Social features or “gamification.” Can help, but don’t force it—some reps just want to do the work and move on.
Pro Tips for Keeping Sales Coaching Simple (and Useful)
- Keep activities short and focused. Long assignments don’t get done.
- Explain the “why.” Let reps know how each activity ties to actual selling—not just “training for training’s sake.”
- Iterate based on feedback. If an activity falls flat, change it up. Don’t be precious about your process.
- Model participation. If you never use Allego yourself, your team won’t either. Lead by example.
Wrapping Up: Don’t Overthink It
Assigning and monitoring coaching activities in Allego isn’t rocket science, but it’s easy to get lost in the features. Start with one or two high-value activities, watch what works, and tweak as you go. Keep it simple, stay consistent, and remember: the goal isn’t to fill out a dashboard—it’s to help your team actually sell better. Everything else is just noise.