Rolling out a coaching program at Bupa
Bupa trialled YakTrak in two underperforming regions to support a new leadership coaching program and lift sales performance through stronger coaching consistency. By making coaching activity and quality visible, leaders increased coaching and team meeting cadence and improved coaching effectiveness, with both regions lifting from 78% → 117% and 88% → 101% of target, and coaching increasing by 131%.
The challenge
Bupa needed software to support a new leadership coaching program and address two regions that were struggling to meet sales targets. They required visibility of coaching activity and the quality of coaching interactions.
Trial design
The program approach focused on:
- Trialling YakTrak in two underperforming regions
- Measuring the quality and quantity of coaching and team meetings
- Embedding a structured leadership coaching cadence to support frontline sales teams
- Reviewing performance against targets during the trial period
YakTrak created a solution that:
- Supported measurement and visibility of coaching quality and quantity
- Enabled leaders to track coaching interactions and team meetings
- Supported consistent leadership routines across both trial regions
- Helped frontline sales staff build capability through regular, higher-quality coaching
The results
- 131% increase in coaching
- 101% increase in team meetings
- 73% improvement in coaching quality
- Both regions moved from 78% → 117% and 88% → 101% of target
- Continued adoption: 1,500 retail and contact centre staff still use YakTrak today
What this shows
Clear visibility of coaching activity and quality can rapidly lift performance in underperforming regions.
Client perspective
“Working with YakTrak has been a pleasure. They’re always open to questions, quick to respond and more than happy to take the time to educate us on how to get the most out of the platform.”
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