# A sales coaching form template you paste into Coach

A sales coaching form template scores opening, rapport, discovery, presentation, objections, and close, and you paste those steps into Coach. Knockdesk is field sales software. The product does not import scripts. The score does not replace the logged outcome. No email is required.

## Recording is opt-in, and consent is a step

Recording is opt-in. Consent is a step before any file starts. If they do not agree, skip the tape. Skip tape still logs the outcome. Paste opening, rapport, discovery, presentation, objections, and close into Coach. The product does not import this CSV as a script.

1. Ask for consent before you record. Consent is a step.
2. If they do not opt in, skip the tape. Skip tape still logs the outcome.
3. Mark opening, rapport, discovery, presentation, objections, and close as used or missed.
4. Paste those steps into Coach. The product does not import scripts.
5. Keep the outcome the rep logged. The score does not replace it.

## A score is not a new disposition

Use the sales coaching form template on a talk you can review. Used or missed tells you about the step. It does not write a new outcome over the one already logged.

**Paste.** Coach takes the steps you paste. The product does not import the file.

**Outcome.** The visit outcome stays what the rep logged. The score does not replace it.

**No tape.** Recording is opt-in. Skip tape still logs the outcome on the pin.

## Publish the six steps in Coach

An admin names the script and publishes the steps you pasted. A draft does not score talks. Full desk is on the pricing page. A free trial is not open.

## Where to take the form

- [Field sales resources](/resources): The hub this coaching form opens from.

- [Coach](/coach): Paste the six steps here. The product does not import the CSV.

- [AI sales coaching](/features/ai-sales-coaching): Published steps can be scored after a recording. The score does not replace the outcome.

- [Canvass](/canvass): The logged outcome still lives on the knock.

- [Sales meeting agenda](/templates/sales-meeting-agenda): The huddle can name the step that was missed. It still reads the visit log.

- [Full desk pricing](/pricing): Full desk is on the pricing page.

## FAQ

### What is a sales coaching form template?

A sales coaching form template is the sheet for opening, rapport, discovery, presentation, objections, and close. You paste those steps into Coach. The product does not import scripts.

### Does Knockdesk import this script?

No. Paste the steps into Coach. The product does not import scripts from this CSV.

### Does the score replace the logged outcome?

No. The score does not replace the logged outcome. Used or missed is about the step. The disposition stays what the rep logged.

### Is recording required?

No. Recording is opt-in. Consent is a step before the file starts. If they do not agree, you skip the tape.

### What if I skip the tape?

Skip tape still logs the outcome. You can still mark the six steps on this form. You will not have a recording to score.

### Who publishes the steps?

An admin names the script and publishes at least one step. A draft does not score talks.

### How much does Knockdesk cost?

Full desk is on the pricing page. A free trial is not open.