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Plan New Business coaching session

Updated June 2026

You'll learn how to: Turn recent wins, open opportunities, and relationship signals into a focused new-business growth plan for the next quarter.

Time: 30 minutes per session, end-to-end.

Prereqs: You have recent closed deals and active opportunities. Some relationship activity history. Coaching enabled on your plan.

When to use

  • Start of quarter. The coach helps you turn your revenue picture into a quarterly plan.
  • After a big win. Capitalise on momentum by identifying similar buyers.
  • When you're not sure where to focus next. Let the coach surface your highest-probability paths.
  • Mid-quarter reset. If your opening plan isn't working, the coach helps you pivot.

The session takes 30 minutes and produces a focused quarterly plan: target personas, key opportunities, activity commitments.

Steps

  1. At the bottom-left of the sidebar, toggle to Strategy mode.
  2. Click Coaching.
  3. The Coaching hub shows canvases grouped by category.
  4. Click New Business Planning (under Pipeline & Planning).
  1. A setup screen appears. You can choose to scope the session or let the coach use all your data:
    • Use my entire pipeline and win history (recommended for first-time planning).
    • Focus on a specific service or vertical (if you want to plan within one niche).
  2. Click Start.
  3. The coach opens with a brief: what this session is for and what data it sees.
  4. The structured session begins. Typical flow:
    • The AI analyses your recent wins. It identifies the common thread: who bought, what problem, what worked.
    • It looks at your open pipeline and highlights deals that resemble your wins.
    • It surfaces trending signals in your network (job changes, funding news, business pivots) that match your ideal customer.
    • It asks you 2-3 focused questions about where you want to focus (new personas, deeper in existing verticals, or a mix).
    • It generates a growth plan: target profile, top 3-5 accounts to pursue, activity cadence, and 90-day revenue target.
  5. Save or export the plan. Suggested actions:
    • Share it with your team or manager for alignment.
    • Use it to set weekly prospecting activities.
    • Link it to your account targeting if using an ABM play.

What's in a typical plan

  • Win analysis. What made your recent closes tick. The customer profile, use case, and sales cycle.
  • Open-opportunity highlights. Which deals in your pipeline match your win pattern.
  • Market signals. Trending changes in your network that align with your ideal customer.
  • Target profile. The buyer, company size, use case, and budget band.
  • Three to five priority accounts to pursue this quarter.
  • Activity roadmap. Meeting count, proposal count, activity cadence.
  • 90-day revenue forecast based on the plan.

After the session

Use the plan to anchor your weekly activity. Log updates to the priority accounts weekly so later sessions (Win/Loss, ABM Strategist, Client Health Check) see your progress and adapt their advice.

If something goes wrong

  • Symptom: "New Business Planning canvas isn't in the Coaching hub." → Fix: Your plan doesn't include Coaching. Check avatar > Settings > Account.
  • Symptom: "Setup screen says 'Not enough data to create a growth plan.'" → Fix: The coach needs win history and/or active pipeline. Close at least one deal or add a few opportunities, then retry.
  • Symptom: "The output feels generic or doesn't match my niche." → Fix: Two likely causes:
    • Your authority claim in Strategy mode is thin. Add your top service and priority ICP to your Manifesto, then re-run.
    • Your deal notes lack detail (no customer profile, no use case description). Add more context to your recent wins, then re-run.
  • Symptom: "Session ended without a full plan." → Fix: The coach needs you to answer its discovery questions. If you skipped them, restart and engage.
  • Symptom: "I want to re-run the session." → Fix: Each Coaching session is preserved. Opening New Business Planning again offers a "Resume" or "Start fresh" choice.

Related

AI coaching canvases | Run a Pipeline Review coaching session | Prep a QBR coaching session | Your opportunity board.