Set one coaching plan per month 

We recommend you set one coaching plan per month on a high volume inquiry as a standard. 

Once you feel confident in setting coaching plans and improving your performance, you can start to set coaching plans with 2 week timelines or even multiple coaching plans at once! We say go for it!

Log in weekly to track progress

To ensure you are across your performance and improvements on your active coaching plans, it is best practice to log into OI weekly. This way you’ll be ready for any conversations or checkins with your leader!

Chat to your leader about coaching plan progress

As you know, your leader has access to see your agent dashboard and coaching plans. Make sure you work with them to get time set aside each month to talk through your coaching plan progress and performance overall. 

Stay up to date with the Agent FAQs

We’re continually updating our OI support content to ensure you have access to the latest information. Check in regularly with OI University to stay informed and get the support you need.