Team SPG Help

How Do Coaching Sessions Work in Team SPG?

By Team SPG Coaching TeamUpdated August 18, 2026

Team SPG connects your team with expert coaches for one-on-one and group sessions. Book time from the Schedule page — your assigned Strategic Partner is highlighted at the top — and review session history, notes, and homework on the Coaching page. Your session allowance and current usage appear in the bar at the top of Schedule.

Overview

The coaching module has two pages:

Schedule — Browse coaches and book new sessions
Coaching — View your coaching history and session notes

Schedule Page

The Schedule page shows:

Session usage bar — How many sessions you've used this month (e.g., "2 of 10")
Your Strategic Partner — Your assigned coach, highlighted at the top
All Coaches — The full coaching team with bios and contact info
Schedule buttons — Click to book time with any coach
Refresh button (circular arrow icon) — Reload coach data

Coaching Page

The Coaching page shows your session history with:

Search — Find sessions by keyword
Filters — Filter by date range, coach, or session type
Session cards — Each session shows date, duration, coach, and type
Refresh button (circular arrow icon) — Reload session data

Types of Coaching

One-on-One Coaching

Private sessions between a coach and a single team member:

Personalized feedback
Skill development
Performance improvement
Career guidance

Group Coaching

Sessions with multiple team members:

Team workshops
Best practice sharing
Trade-specific training
Leadership development

Technician Coaching

Focused on technical and sales skills:

Diagnostic techniques
Sales presentation
Customer communication
Upselling strategies

CSR Coaching

For customer service representatives:

Phone skills
Booking optimization
Call handling
Customer retention

Scheduling Sessions

Go to Schedule in the sidebar
Review your session usage at the top of the page (e.g., "2 of 10 sessions used this month")
Choose a coach — your assigned Strategic Partner is highlighted at the top, with all other coaches listed below
Click Schedule with [Coach Name]
A scheduling window opens — select a session type (e.g., 15 Minute Zoom, 30 Minute Phone Call, 30 Minute Zoom)
Pick an available date and time from the calendar
Fill in your details and confirm the booking

Your assigned Strategic Partner appears at the top of the page with a gold border. All other available coaches are listed below under All Coaches. Each coach card shows their name, title, bio, and contact information.

After clicking Schedule with [Coach Name], a scheduling window opens with the available session types for that coach. Choose the session type that fits your needs, then pick an open time slot from the calendar.

Session Details

Sessions are displayed as expandable cards on the Coaching page.

Collapsed View (Default)

Each session card shows:

Session title — The reason for meeting or communication type
Date — When the session took place (e.g., "Apr 10, 2026")
Duration — Meeting length
Coach name — Who led the session
Type badge — Communication type (Zoom, Phone Call, Onsite, etc.)
Attendee count — Number of participants
Chevron icon — Click to expand or collapse details

Expanded View

Click a session card to see full details:

Field	Description
Attendees	List of all participants
Meeting Notes	Notes from the session
Updates	Any status updates
Coach Follow-up	Action items your coach will handle
Your Homework	Action items assigned to you
Your Rating	Rate the session (if you were an attendee)
Next Meeting	Status of the next scheduled meeting

Session Type Badges

Sessions are color-coded by type:

Blue — Zoom sessions
Green — Onsite discussions and happy calls
Purple — Technician training and SOS training
Gray — Phone calls, email, and other types

Before Your Session

To get the most from coaching:

Review KTIs - Know your current metrics
Identify Goals - What do you want to improve?
Prepare Questions - Come ready to learn
Check Tech - Test your video/audio connection

During the Session

Be on time (join 5 minutes early)
Have your dashboard open for reference
Take notes
Be honest about challenges
Ask for specific action items

After the Session

Review Notes - Session notes are saved automatically
Set Reminders - For action items
Practice - Apply what you learned
Track Progress - Monitor KTI improvements

Coaching Packages

Your monthly session allowance depends on your membership level. Your current usage and allowance are always shown in the bar at the top of the Schedule page (e.g., "2 of 10 sessions used this month"). To compare membership levels, visit teamspg.com.

Cancellation Policy

Cancel 24+ hours ahead: No penalty
Cancel within 24 hours: Session is forfeited
No-shows: Session is forfeited

To cancel:

Go to the session detail
Click Cancel Session
Confirm cancellation

Meet Our Coaches

Team SPG coaches are industry experts with years of experience in home services:

Technical training specialists
Sales and communication experts
Leadership development coaches
Trade-specific mentors

Activity Tracking

Coaching attendance is tracked in Team Activity:

Session completions
Topics covered
Action items assigned

Frequently Asked Questions

How many coaching sessions do I get?

It depends on your membership level. Your current usage and allowance are shown in the bar at the top of the Schedule page.

Do I have to book with my assigned coach?

No. Your Strategic Partner is highlighted at the top for convenience, but you can schedule with any coach listed under All Coaches.

What happens if I miss a session?

Cancel 24 or more hours ahead and there's no penalty. Cancellations inside 24 hours and no-shows forfeit the session.