Skills · 21 July 2026 · 3 min read

How to Use an If-Then Plan to Make a Coaching Tip Stick.

You forget coaching tips in the moment, not later. An if-then plan ties the tip to the exact moment you need it, so it fires on the call instead of after.
Will Koning
Will Koning
Founder, meritt
meritt illustration: self review & deliberate practice

Here is why coaching tips vanish. You do not forget them at your desk. You forget them mid-call, in the two seconds when the old habit takes over. An if-then plan fixes that. You decide in advance: if this exact thing happens, then I do that exact thing. Now the tip is tied to the moment instead of floating in your head.

Wanting it is not the problem

You already want to use the tip. That is not where this breaks. It breaks because a live call moves fast and your old habit is quicker than your good intentions. The buyer says something about price, and before you have finished thinking "right, I'm meant to pause here," you have already talked over the top of it. Then the call ends and you remember perfectly. Trying harder does not fix that gap, because the gap is about speed, not effort.

What is an if-then plan?

It is one sentence in a fixed shape: if X happens, then I will do Y. "If the buyer pushes back on price, then I count to three before I say anything." That is it. Psychologists call these implementation intentions, and the idea is simple. By naming the trigger in advance, you hand the job to the situation instead of to your memory. When the moment arrives, it feels less like remembering and more like the plan going off on its own.

How to do it

Rewrite the tip as one if-then line

Most coaching arrives as a goal, like "listen more." That is too vague to fire in the moment. Turn it into one sentence with a trigger and an action, both specific enough to spot on a live call.

Tip: "stop rushing discovery." If-then: "If they answer my question in one sentence, then I ask 'what do you mean by that?' before I move on."

Pick a trigger you will actually notice

The plan only works if the trigger is something you can spot in real time. "If the call is going badly" is useless, you never notice that until later. Use a concrete thing you can hear.

Good triggers: they say "send me something," they go quiet, they mention a name you have not heard before.

Put it in front of you before the call

One sticky note, one line at the top of your call notes. Read it in the ten seconds before you dial. You are not memorising it, you are just loading it so it is close to hand.

Top of my meritt call notes: "If price comes up, then I count to three."

Write a second plan for when you fluff it

You will miss it sometimes. Decide now what happens then, so a slip does not become a write-off. Recovering in the same call is worth more than a clean run.

"If I catch myself talking over them, then I stop and say 'sorry, go on, I cut you off.'"

See the difference

Weak

"My coach said I need to listen more and stop jumping in. Good point, I'm going to really focus on that this week." Nothing here tells you when to act. So on Tuesday, in the middle of a live call, there is nothing to fire and the old habit wins again.

Strong

"If the buyer pauses after I ask a question, then I count to three in my head before I say a word." One trigger, one action, both things you can spot while the call is happening. On Tuesday it goes off exactly when you need it.

Same tip and the same amount of willpower. The difference is that one of them names the moment. A plan tied to a trigger beats a promise tied to a good mood.

How you'll know it's working

You have got this when the tip fires during the call instead of occurring to you afterwards. Listen back to a recent one. Did the moment come up, and did you do the thing? Even catching it late and recovering counts, that is the plan working. When you stop needing the sticky note because the trigger does the reminding for you, the habit has landed and you can build the next plan on top of it.

Questions people ask

What is an if-then plan?

An if-then plan is one sentence that links a specific trigger to a specific action: "if X happens, then I will do Y." Psychologists call these implementation intentions. Instead of relying on memory in a fast-moving moment, you decide in advance what the trigger is, so the situation itself reminds you. It is a simple way to turn advice into behaviour.

Why do I forget coaching tips during live calls?

Because you forget them in the moment, not at your desk. A live call moves quickly and your existing habit is faster than a conscious decision, so the old behaviour runs before the new one gets a chance. That is normal and it is not a discipline problem. Naming the exact trigger in advance is what closes the gap.

How do I turn a vague coaching tip into an if-then plan?

Find the moment the tip is really about. "Listen more" becomes "if they answer in one sentence, then I ask what they mean by that." Both halves need to be concrete enough that you could point to them on a recording. If you cannot spot the trigger while the call is happening, the trigger is still too vague.

How many if-then plans should I run at once?

One, or at most two. Each plan needs a trigger you are actively watching for, and your attention on a live call is limited. Run one until it fires without the sticky note, then build the next on top of it. Five plans at once means you notice none of them and end up back on autopilot.

What if I miss the trigger and do the old thing anyway?

That is expected, so plan for it. Write a second if-then for the recovery, like "if I catch myself cutting them off, then I stop and hand it back to them." Catching it late in the same call is real progress and worth noting. A missed trigger is information about whether the trigger was specific enough, not proof the plan failed.

Ready to hire

Hire with Assessment.

£7-10k flat fee. The methodology, delivered.

See Hire with Assessment
More reading

The methodology.

Four behaviours, role skills. Published in full.

Read the methodology