One-on-One
Monthly
60

About this template 🧰

Use this template to zero in on one thing each SDR can improve each month - and walk away with a detailed coaching plan.

Qualitative reflection - how do you think you did this month? Quantitative reflection - review your sales dashboard Based on your reflections, what’s the one area you want to work on together this month? Specifically, how do you want me to help you work on this one area? Schedule coaching sessions for the month NEW ITEMS 1 member Schedule this meeting Sales Leader <> SDR 1:1

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

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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 sales leader <> sdr 1:1.

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