Remote Coaching or Face to Face Coaching - What’s More Effective? Shattering The Myth of Remote Coaching

With more business conducted across online communication platforms and more sales teams operating in a virtual environment, many sales managers question how proficient they can be at coaching their team at a distance—especially if they have never been shown how to do so effectively.

While you may not always be in the same room as the person you are coaching, you can schedule regular coaching sessions over the telephone, or using an online application such as Skype, Live Meeting or GoToMeeting.

Now, I’m certainly not disputing the value of coaching someone face to face and the additional things that can be observed when doing so. However, a large majority of managers do not often have the luxury of calling a face-to-face meeting and instead find themselves supporting, coaching, and managing their people over the telephone. As such, developing and strengthening your telephone coaching skills becomes essential to leveraging every coaching opportunity you have with your team.

More and more, remote coaching is quickly becoming the norm and not the exception. In my twenty-plus years of coaching thousands of managers and salespeople, at least 95% of all the coaching I have done has been over the telephone. Not only has remote coaching been proven to be incredibly effective but it is also highly efficient. If delivered effectively, coaching at a distance can save you a considerable amount of time as it relates to scheduling limitations as well as travel time. Managers also have the opportunity to do more impromptu coaching and have check in calls with their team, whether it’s to build accountability, reinforce a message, handle a timely challenge or even to celebrate a win. This ‘just in time’ coaching can now be delivered when your people need it most.

Some managers may think they are at a disadvantage coaching remotely, and as a result, don’t put forth the effort and attempt to coach at a distance.  These managers mistakenly believe they cannot effectively coach their people if they are not in front of them. They feel they are unable to ‘observe’ their team in the field if they are not physically present with them.

However, there are just as many managers who feel remote coaching works better for a variety of reasons. After all, the focus needs to be on the message and many managers feel that when coaching remotely, they don’t have any other visual distractions that can take away from listening purely to the spoken word.

In addition, you actually do have the opportunity to observe your team ‘in the field.’ Granted, your direct report may not be next to you when they’re delivering a presentation or a pitch but you can schedule a conference call with the salesperson and listen in while that person makes follow up calls to prospects or customers or when they’re cold calling, should cold calling be part of that person’s responsibility.

And even though you’re not physically present, you can observe other things as well that go beyond simply what you’re hearing. For example, whether you’ve scheduled a time for a coaching session or a time to observe them over the telephone, are they prepared for their meeting with you? Are they efficient and organized? Do they have their notes, call list, objectives and expectations clearly mapped out? Are they focused or distracted?

In many cases, if the telephone is the main communication tool for your salespeople, whether they are presenting, following up, handling a customer issue or prospecting, it only makes sense to observe and coach them using the same communication platform. This will give you more of a realistic sense of what they are doing, what they are saying and how they come across. After all, if the telephone is predominantly what your salespeople are using when communicating with your prospects and customers, it only makes sense for you to listen to them and what they sound like over the same medium. In this case, conducting skill practice scenarios and role plays face to face rather than on the phone is actually more of a simulated environment than a realistic one!

So, what else can you observe at a distance? If you’re on the phone listening to one of your salespeople make cold calls or follow up calls to your prospects or customers, are you observing not only what they’re saying but what they are not saying? Are you being mindful of their tone, pacing, resonance and the confidence they exude through the phone? By knowing what to listen for during a remote coaching session or observation session, you’ll find that you will be able to uncover many valuable coaching opportunities, without having to be physically present with your team.

Of course, when coaching remotely, that does not mean you now have the license to check your emails, instant messages or text messages on your phone while doing so, just because your direct report can’t see you through a phone line! I guarantee, they can still tell when you are distracted by something else and as such, are not listening or fully engaged in the conversation.

When coaching remotely, you must fine tune your listening and focus purely on the message, what is being said as well as what is not being said. Otherwise, you’re sure to miss out on subtleties in the conversation which can result in a missed coaching opportunity that is sure to dilute the impact of your coaching.

Realize that whether you are coaching face to face or remotely, the same tools, strategy and coaching framework still work, are applicable and are just as effective, regardless of the environment in which you are coaching.