Most sales managers wait too long to address underperformance. They hope the problem will resolve itself. They worry about the rep's reaction. They don't want to be seen as harsh. So they avoid the conversation until the situation is so severe that the only option left is a PIP or termination — which is the worst possible outcome for everyone.
Early, honest, empathetic conversations prevent most of these situations from reaching that point.
Before you have the conversation, diagnose the root cause. Underperformance typically falls into one of two categories: skill gaps (the rep doesn't know how to do something) or will gaps (the rep isn't doing something they know how to do). The distinction is critical because the solution is completely different.
Skill gaps require coaching, training, and practice. Will gaps require understanding what's blocking motivation — is it personal issues, burnout, role misfit, or something in the work environment that's demotivating them? Applying the wrong intervention (coaching a will problem or motivating a skill problem) wastes time and creates frustration on both sides.
Start with respect and clarity. "I want to have an honest conversation about your performance because I believe in your potential and I want to help you get back on track." This sets the tone: direct, caring, and solution-oriented.
Present the facts without judgment. "Your pipeline is at 1.5x coverage against a 3x target, and you've closed 40% of your quarterly quota with four weeks remaining." Data creates objectivity and prevents the conversation from becoming personal.
Ask for their perspective. "Help me understand what's contributing to these numbers from your point of view." Listen carefully — genuinely listen — because their answer will tell you whether this is a skill issue, a will issue, or something you hadn't considered.
Collaborate on a plan. "Based on what we've discussed, here's what I propose for the next 30 days. I want your input on whether this feels realistic and whether there's support I can provide that I'm not thinking of." Shared ownership of the improvement plan increases commitment to following through.
The conversation itself is 20% of the work. The other 80% is follow-through. Check in weekly — not as surveillance, but as genuine support. Acknowledge progress, even when it's incremental. Adjust the plan if something isn't working. And if the rep does improve, recognize it explicitly. People who feel supported through a difficult period often become your most loyal team members.
Sometimes, despite genuine coaching and support, a rep doesn't improve. Recognizing this point is also an EQ skill. Keeping an underperformer in seat too long hurts the team, hurts the business, and often hurts the rep themselves by keeping them in a role where they can't succeed. When you've provided clear expectations, genuine support, and adequate time, and the results haven't changed, making a transition is the most compassionate thing you can do — for everyone involved.