OneUp Sales

Find out all about our new module, Coach.

What is Coach?

This guide walks you through setting up Coach for the first time, as a manager.

Getting started with Coach

Find out how to schedule, prepare and run meetings in Coach.

Preparing and running a Meeting in Coach

Understand how actions work in Coach; from actions agreed in meetings, to personal actions for your own task management.

Managing actions in Coach

Goals in Coach help you track long-term development objectives. This guide explains how to create, track, and manage Goals effectively.

Setting Goals

Coach displays your existing OneUp targets with added context. This article explores targets and ratios in Coach.

Understanding Targets & Ratios in Coach

Have visibility of outstanding actions, upcoming meetings and all coaching relationships with Dashboard widgets.

Coach Dashboard widgets explained

Everything you need to know about who has access to what, in Coach.

Sharing & permissions

This guide explains what you can see and do, as well as how to get the most out of your meetings.

For Consultants: Using Coach as an individual

Customize Coach meeting structures with templates, including OneUp's ready-made templates for managers.

Meeting templates

Create and manage PIPs for anyone you manage in Coach, and track their full history.

Managing Performance Improvement Plans (PIPs) in Coach

Find out how to connect your Outlook calendar, and how the integration works.

Connecting your Outlook calendar to Coach

Find out how to connect your Google Calendar, and what to expect from the connection.

Connecting your Google Calendar to Coach

Check-ins and 1:1s usually take place regularly. OneUp lets you set up repeating meetings for Coach to solve this.

Setting up a recurring Coach meeting

Sales coaching for target-driven teams. Run consistent, target-driven 1:1s without the admin. See live KPIs, actions and context - all in one place.

Coach

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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