About Us

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Upgrade Performance helps front-line sales and customer service teams master new sales and communication skills and managers and supervisors learn new coaching techniques that improves morale and performance. 

Bob Coakley

Bob Coakley has been a leader and consultant for sales organizations for over 24 years.  Bob works with companies to take their sales and service teams to the next level; Bob has worked with Morgan Stanley, Merrill Lynch, PIMCO, Bank of America, AAA, Enterprise Rent A Car, Travelocity, United Healthcare, and Allergan.

Bob has developed a practice and expertise in the financial services, healthcare and travel and call center industries. He is accomplished at business consulting, instructional design, mentoring, coaching, and training where his knowledge, enthusiasm, and personal style motivate and inspire improved performance.  Bob has facilitated hundreds of programs transferring best practices to over 20,000 sales executives, sales managers, salespeople and customer service representatives.  Bob has also personally mentored and coached over one thousand people to help them develop skills, habits, and techniques that make them top performers in their field.

Bob also served as the Division Director of Sales at Alamo Rent A Car. Bob led Alamo's sales efforts in the western United States and was a top performer for over 6 years.

In 2000, his sales team captured four of the five slots in Alamo's Presidents Club recognition program.  His management and sales results earned him several awards and commendations from the company. Bob's previous sales and consulting experience combined with Upgrade Performance’s coaching techniques make him an effective consultant, trainer and coach that produce better performance results for his clients.

Bob is originally from Boston and now resides in San Clemente, California with his wife Jennine and daughter Abigail.

Stuart Chant

As a sales leader and trainer for the past 25 years I have helped thousands of people become the best they can be. Whether teaching sales, customer service, coaching or facilitation skills, Upgrade Performance has helped companies all over the world supercharge their sales and customer-service teams.  Using adult learning technologies, we help teams do more of what the top performers do and help Managers learn how to coach even more effectively to improve morale.  We develop poor players into decent players, good players into excellent players and excellent players into superstars.

As a Sales Leader, could you be more successful if:

  • Your front-line sales and customer service team did more of the things your top performers do?

  • Your Managers coached more effectively, and your team looked forward to coaching

Companies hire us for three reasons:

  • In-depth knowledge of training, transferring new skills and the proven ability to create new habits

  • Providing training sessions that people want to attend

  • Track record of improving sales and building sustainable processes

Personally, I married Christine 20 years ago. We have three sons, Ben (18) Will (16) and Harry (11) they are half English and half American, so they are loud and obnoxious but disgusted by their behavior.

Clients:

AAA, AT&T, BofA, Charter, Comcast, Cox, Google, MetLife, Mercury, Morgan Stanley, Mudd Advertising, Overstock, PSI, Rogers, Spark Networks, Wells Fargo, and many more.

Bob Coakley

Adam received a B.S. in Applied Economics and Business Management from Cornell University, where he played lacrosse for four years, and an M.B.A. in Marketing and Entrepreneurship from the Anderson School at UCLA.  Adam was born and raised in Columbia, Maryland and currently resides in Hermosa Beach, California with his wife Melissa (a top salesperson from whom he receives regular coaching) and his son Max (who is working on his pipeline as an infant).

Adam has developed and delivered sales, service, and management training and coaching programs for clients including:  PIMCO, Morgan Stanley, UBS Financial Services, Johnson and Johnson, Google, Enterprise Rent-A-Car, and Sony.  Adam is also the co-author of the Amazon.com best-seller, Selling is Everyone’s Business.  Adam’s grandmother believes Adam is one of the top sales coaches on earth. 
 
Clients consistently marvel at Adam’s endless enthusiasm and how it leads to increased motivation and higher performance for their organizations.  Clients also highly value Adam’s “street credibility” from his years in the field as a top performing salesperson and sales manager and his current success selling consulting services. 
 
Prior to sales consulting, Adam worked in sales, sales management, and marketing at Bristol-Myers Squibb and Score Learning Corporation, a division of Kaplan.  At Score, Adam led the top performing team in the Midwest (as measured by sales and profitability) and one of the top performing teams in the country.