Overview: The FIRM model is a practical mental model designed for sales managers to structure high-impact coaching conversations. It helps managers guide reps through deal reviews, pipeline challenges, and critical thinking using four simple steps: Frame, Investigate, Range, and Measure.

F - Frame the Reality

  • Ask questions to understand the current status of the opportunity, territory, or challenge.

  • Clarify what the rep believes is happening and why it matters.

  • Example Prompts:

    • What’s the customer’s goal or pain?

    • What’s the current state of the deal?

    • What happens if nothing changes?

I - Investigate the Roots

  • Go deeper into the causes, obstacles, and internal dynamics.

  • Surface assumptions and root causes.

  • Example Prompts:

    • Why is the customer in this position?

    • What’s blocking progress internally or externally?

    • Who else needs to be involved?

R - Range of Solutions

  • Collaboratively explore multiple potential paths forward.

  • Avoid jumping to quick fixes; encourage rep ownership.

  • Example Prompts:

    • What are 2-3 ways to move this forward?

    • Which idea feels most controllable and high-impact?

    • How would the customer likely respond to each option?

M - Measure the Move

  • Commit to next steps and define how you’ll know progress is happening.

  • Establish clear KPIs, follow-ups, and signals of success.

  • Example Prompts:

    • What’s the move you’ll take and by when?

    • What would success look like?

    • How will we know if this isn’t working?

Why It Works:

  • Gives managers a flexible, repeatable structure for any coaching moment.

  • Encourages critical thinking, not just task execution.

  • Builds rep accountability and better pipeline visibility.

When to Use It:

  • Deal reviews

  • Pipeline health checks

  • One-on-one rep coaching

  • Territory or account planning

Bonus: The FIRM model can be used at every sales level—from individual deals to strategic account reviews—and is a lightweight way to embed better thinking across your sales organization.