SoapBoxSaaS sales is a fast moving, high pressure role. Monitor pipelines and performance with this agenda.
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One-on-One
Weekly
60 Minutes
This meeting agenda will help you uncover roadblocks, areas of improvement, and help facilitate two-way feedback so you can build trust with your team while giving them the knowledge and resources they need to hit targets and succeed.
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.
Conversational analytics that provide knowledge and resources to have more impactful, meaningful meetings. Run your meeting like a pro!
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.
SaaS sales is a fast moving, high pressure role—outside of the fact that the sales team is accountable to hit challenging sales numbers. It's no wonder most sales 1:1s in tech are awkward moments where the rep waits to see if they're going to go on a PIP. It's hard to have a solid 1:1 with your rep if they're scared the whole time. Good news, avoid that with this simple high-growth sales 1:1 template!
It's simple: Start with an icebreaker to kick off a conversation. Let the rep pick whatever question they want (poke them to ask it at least 24hr in advance). It'll get them thinking.
Once you're in the groove, shift your conversation to learning! Both you and your rep can share a win or fail and what you got out of it. This will help create a moment of recognition, but also a safe place for trust to form.
Next, let's look at our high level stats. Do the numbers reflect how we feel? Be curious, inquire, ask questions. This is to coach the rep to be reflective on their own performance, not for you to tell them to work harder.
Finally, have the rep pick ONE THING to get better at this week. This is their own reflection based on their own performance. Don't tell them what to do, rather, coach them to the right answer. You want them to be open to feedback on whatever topic THEY deem important.
Finally, cap it off with action! Now that they've shared where they want and need help, give them some feedback in that area. Sometimes it's best to share something each of you should start doing, stop doing, and keep doing. By using this format you're forcing yourself to share the full extent of your feedback with each other. Beyond that: You and the rep can add items, question, concerns, etc. as they come up and can batch those questions into the second half of the one-on-one!
Finally: End the meeting with a "How helpful was this?" We want the reps to answer honestly, but we also want to make sure we're using the hour to the fullest.
Have an amazing saas high growth sales one-on-one meeting in SoapBox: a central place for all your team meetings and one-on-ones.
Our meeting management tools make it easy to prep for your saas high growth sales one-on-one meeting quickly and easily. Keep your one-on-one as efficient as possible with our shared agendas and integrated meeting minutes.
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 saas high growth sales one-on-one meeting agenda.
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 saas high growth sales one-on-one meeting.
