One-on-One
Monthly
60

About this template 🧰

Best used in conjunction with the Sales Manager <> SDR monthly 1:1 template, this agenda will keep you in the loop on SDR development plans.

Diagnosis - what issue will you coach this SDR on this month? Coaching plan - how will you help them hit their goal(s)? Measuring the impact - how will you know you’ve been successful? NEW ITEMS 1 member Schedule this meeting VP Sales <> Sales Leader 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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Boost your productivity

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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 vp sales <> sales leader 1:1.

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