Template for a Bi-Weekly Sales One-on-One What were the deliverables from last week and did you achieve them? 👍👎 If yes, what were the best practices that you used? 💪 If no, what were your biggest blockers and what solutions have you thought about? 🤔 Pipeline and metrics discussion 📈 Important updates (managerial + company and how they affect you) 📝 What can I unblock for you? 🌈 Are you happy/unhappy ? Any feedback for me? 😀😞 What are the deliverables for next week + what check ins do we need to schedule before our next 1:1? 🎯 Agenda Feb 24 at 9am DESCRIPTION Sort by Priority This bi-weekly 1:1 sales stand-up agenda ensures that a direct report is clear on what will be covered and how to prepare. 🚀 Scratchpad Insights Past meetings Agenda 2 Members Bi-Weekly Sales One-on-One
Ashley Reyes-Chung, Inside Sales Manager - Hubba

Bi-Weekly Sales One-on-One Template

A bi-weekly 1:1 stand-up for sales managers to sync with direct reports.

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4.6/5 on Capterra

One-on-One
Bi-Weekly
1 Hour

About this template

This bi-weekly 1:1 sales stand-up agenda ensures that a direct report is clear on what will be covered and how to prepare. 🚀

Bi-Weekly Sales One-on-One Template
Use this template for free

Meeting Rating

Encourage team members to rate each meeting after it's finished so you can see how your meetings are trending over time. This is the Meeting Rating question and the pre-defined responses. To change the Meeting Rating question go to your meeting's settings page.

Question

Has your outlook for the future changed?

Responses

🌤Better

⛅Same

⛈Worse

Next Steps Tracker

Drive accountability across your entire team with a built in next steps tracker. Next steps are documented during the meeting, sent out after, and followed up on automatically. Finally, meeting follow-up you don't have to chase.

AI-powered Meeting Insights

Conversational analytics that provide knowledge and resources to have more impactful, meaningful meetings. Run your meeting like a pro!

Suggested Questions

SoapBox will serve up battle-tested and recommended questions/icebreakers to help prompt productive conversations with your team. Quick-add questions to your next meeting agenda and start your next meeting off right.

One-on-one software that makes life easier

Have an amazing bi-weekly sales one-on-one in SoapBox: a central place for all your team meetings and one-on-ones.

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Save time

Our meeting management tools make it easy to prep for your bi-weekly sales one-on-one quickly and easily. Keep your one-on-one as efficient as possible with our shared agendas and integrated meeting minutes.

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Boost your productivity

Never lose track of a follow-up item again: our summary feature and action item tracker makes it easy to track decisions and next steps, right in your bi-weekly sales one-on-one agenda.

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Have better conversations

Meaningful conversations happen when everyone in your one-on-one is prepared. Use our suggested items and agenda templates to get the conversation flowing in your bi-weekly sales one-on-one.

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