Onboarding Sales Management Technology

One-on-One Meeting Templates for Top-Performing Sales Teams

One-on-One Meeting Template for Sales Managers

We’ve collected knowledge from gross sales leaders on the best way to run environment friendly and performance-focused one-on-ones with reps.

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One-on-One Assembly Agenda Template

Pattern One-on-One Questions for Managers

The significance of one-on-ones for gross sales groups

One-on-ones are an essential platform for creating belief and rapport between gross sales reps and managers. They’re an opportunity for leaders to interact in a private dialogue, perceive particular person strengths and weaknesses to greatest information and encourage reviews, and hold the group targeted on gross sales outcomes.

Rep productiveness elevated by 25% in underneath 18 months at one shopper providers firm as quickly as a gross sales chief stopped issuing blanket gross sales directives and began implementing one-on-one periods and ride-alongs. Managers targeted on nurturing particular expertise and set concrete objectives to implement rep improvement. The human aspect to administration had been lacking, however as soon as the corporate prioritized it, it made an plain impression on income.

Apparently, there’s a discrepancy between how a lot gross sales management consider they coach, and the way supported reps really feel. Leaders at one other Fortune 500 firm perceived that they spent sufficient time teaching their direct reviews, scoring themselves within the 80th percentile. In the meantime, their direct reviews believed they obtain little to no teaching from their leaders, scoring them on the 38th percentile. Might there be an analogous hole in your group? This information will enable you to shut the rift.

Teaching type influences income outcomes

A gross sales chief who’s dedicating simply the correct quantity of time to teaching and one-on-ones should have the ability to enhance their teaching fashion. Formal and dynamic teaching types are correlated with a 13% and 27% improve in win charges, respectively, as in contrast with random and casual approaches.

  • Random teaching: Teaching is “left as much as managers,” and there are not any top-down tips.
  • Casual teaching: Tips can be found, however no outlined course of has been formally carried out.
  • Formal teaching: Leaders are anticipated to teach in accordance with a structured course of; there’s a formal effort to develop their expertise; there are periodic evaluations to optimize course of and tips.
  • Dynamic teaching: A proper course of is related to the gross sales enablement strategy to make sure reinforcement and adoption of the initiatives by salespeople.

Gross sales leaders ought to consider their firm’s teaching course of to implement a system that’s structured and predictable, but versatile sufficient for a private strategy that’s efficient in driving outcomes.

Create a agendas to offer construction to your one-on-ones

Agendas convey this correct construction to one-on-ones, assist squeeze extra worth out of each minute, and supply continuity throughout conferences week to week.

Asking the suitable questions in one-on-ones clarifies actions and expectations from each side and opens the dialogue to wider problem-solving and troubleshooting. One-on-one conferences are a dialogue, and an agenda might help you keep on monitor.

Do’s and Don’ts of One-on-Ones

There are a couple of floor guidelines for gross sales managers to make sure one of the best outcomes.


  • Come to the assembly ready, and have your rep put together as properly. A superb place to start out is to share an agenda (a pattern template is included under).
  • Evaluation efficiency metrics, however take a holistic strategy. Laurie Web page, Managing Companion at Bridge Group, says, “Transcend the metrics. For instance, as a Gross sales Chief, I all the time had reps include responses to the next questions:”
    • Prime 2 accomplishments (from our final assembly or the week)
    • Prime 2 challenges with a proposed answer (from our final assembly or the week)
    • What you’d like from me (as your chief)
  • Doc the result on the finish of every assembly. Agree on motion gadgets and deadlines, and document them in writing in an e mail abstract or shared doc. Writing them down ensures accountability and eliminates misunderstandings.
  • Strategize with reps and assist them determine options. Web page recommends, “As an alternative of claiming, ‘you want a much bigger pipeline,’ brainstorm with reps on precise methods and techniques to extend pipeline.”
  • Schedule common, recurring one-on-ones with each member of the workforce. They are often weekly, biweekly, or month-to-month, however place them on the similar time and on the identical day. This predictability helps the rep to ship on motion gadgets from the earlier assembly by creating clear deadlines.
  • Be on time or early. This demonstrates that you simply worth and care concerning the worker.
  • Schedule 5–15 minutes of buffer time on the finish of a one-on-one to privately synthesize your ideas and notes about workforce wants. (In case your one-on-one is 25 minutes, schedule 30; if it’s 45 minutes, schedule 60.)


  • By no means cancel one-on-one conferences, and reschedule provided that completely needed. This helps accountability.
  • By no means use telephones through the assembly. It’s essential that you’re 100% current. Taking temporary notes on a laptop computer is ok, however dialogue and connection are the priorities, and they need to take priority over every part else.

A number of superior ideas:

Salesforce’s Colin Nanka means that staff can ship their supervisor an agenda in writing 24–48 hours forward of the one-on-one. This helps them determine high-priority dialogue conferences and allows you to rise up to hurry prematurely so the assembly stays concise however offers most worth.

He additionally suggests to schedule one-on-ones for the start of the weekideally on Mondays and Tuesdays. This enables reps to plan their week in response to the priorities recognized within the assembly.

In the meantime, Cameron Herold, writer of Conferences Suck, recommends that managers schedule one-on-ones on the identical day as gross sales management conferencesby which managers evaluate numbers, dashboards, and objectives. That approach, all gross sales leaders are on the identical web page and convey the identical core priorities to their one-on-ones later.

One-on-ones are straightforward to neglect or get fallacious, however they’re not troublesome to get proper if you comply with these core rules and guidelines of etiquette. Just a little thought and planning will shortly allow you to get probably the most out of your relationships with reps.


One-on-One Assembly Agenda Template

This agenda template offers a high-level construction in your one-on-ones, which you’ll be able to customise utilizing our pattern questions under (or write your personal).

How lengthy the assembly lasts is as much as you, however they’re often within the vary of 30–60 minutes. Sixty minutes let you dig into the problems at hand. Thirty minutes forces you and your rep to be extra environment friendly and could also be extra manageable in case you have numerous direct reviews.

One-on-One Agenda Template

Obtain the template as a PDF

Schedule 30–60 minute calendar block for a 25–45 minute assembly.1. Meet with rep (25–45 min):

  • 5 min: Open-ended starter query (“How was final week?”)
  • 15–30 min: Structured questions (see examples of questions under)
    • Consider earlier week’s efficiency
    • Drawback-solve particular conditions
    • Ask the rep for suggestions concerning the supervisor
    • Assess areas for private and professional progress
    • Arrange subsequent week’s objectives and expectations
  • 5 min: Outline motion gadgets in writing

2. Transition (5–15 min): Buffer time for the supervisor to consolidate high-level ideas and jot down notes, take a brief break, and make it early to the subsequent assembly.

Pattern One-on-One Questions for Managers

To encourage this dialogue, we’ve developed these open-ended questions to assist open up the dialogue and to stimulate the rep to assume critically concerning the factors raised.

To encourage this dialogue, we’ve developed these open-ended questions to assist open up the dialogue and to stimulate the rep to assume critically concerning the factors raised.

Consider the earlier week’s efficiency

  • What was final week’s objective?
  • Did you hit it?
  • Ask about particular promoting actions:
    • Calls
    • Emails despatched
    • Demos
    • In-person conferences
    • Proposals
  • What occurred throughout these actions?
    • Dig into the small print and ask for any knowledge obtainable. For instance, when discussing calls, look into the variety of calls tried, what number of connections have been truly made, the decision lengths, and the outcomes.

Arrange subsequent week’s objectives and expectations

  • What are your plans and priorities for the approaching week?
  • What are subsequent week’s targets, when it comes to the promoting actions mentioned above?

Coach and problem-solve particular conditions

  • What’s working?
  • The place are you getting caught?
  • If there’s a drawback, what do you assume it’s? (This question-and-answer-based, collaborative type of “argumentative” dialogue is called the “Socratic technique,” and it helps you’re employed extra intently with the rep to determine the basis causes of any points and get buy-in for change.)
  • What may you do in another way?
  • Kelly Riggs of The Enterprise LockerRoom recommends asking the rep to element one factor that labored and one factor that didn’t within the earlier week, and to call:
    • One factor to start out doing
    • One factor to cease doing
    • One factor to maintain doing

Make the most of the next forms of gross sales teaching to information the rep via real-world situations they’re at present partaking with:

  • Gross sales expertise teaching: Troubleshoot gross sales expertise and a rep’s capability to speak worth.
  • Lead and alternative teaching: Look at a selected lead or account to find out its place within the purchaser’s journey. Talk about the optimum actions for the rep to maneuver it ahead.
  • Pipeline teaching: Along with the rep, assess their pipeline and decide probably the most promising accounts. Collaboratively outline the place they need to focus their energies.

Laurie Web page shares a tactic she loves to make use of, developed by Larry D’Angelo, SVP of Gross sales at LogMeIn. “The thought is that a chief ought to undergo their reps’ forecasts deal by deal. You’ll do one other layer of gross sales qualification by asking:

  1. Why does the the prospect want to purchase something?
  2. What’ll occur in the event that they do nothing?
  3. Which of our key differentiation have they locked on to?

If the reps can’t reply all three questions clearly, don’t report that chance up into your forecast.”

Ask for a rep’s suggestions about you as a supervisor

  • Do you will have any suggestions for me?

Suggestions for you as a supervisor is simply as essential because the suggestions you give to your rep. Ask what you’re doing nicely, or what you are able to do to offer higher help. Kelly Riggs suggests asking the rep to make use of the SBI mannequin (State of affairs, Conduct, Impression) when delivering this suggestions.

Assess areas for private and professional progress

  • How are you doing?
  • What’s one factor I will help you with this week to help your progress?

Asking insightful and incisive questions throughout one-on-one will yield a considerable amount of info and direct your consideration to areas the place your rep wants probably the most improvement.

Evaluating Staff Throughout One-on-Ones

One-on-ones usually are not a discussion board for berating or badgering a rep; quite the opposite, their main function is to nurture and profit the worker. Based on Kelly Riggs, the chief concept of a one-on-one is for gross sales leaders to ask open-ended questions and pay attention rigorously to the solutions to allow them to correctly consider their staff. Paying attention will provide you with a warning to specific patterns and behaviors that want work.

As you’re employed via an worker’s efficiency stories throughout one-on-ones, ask your self these questions:

  • Does she create an efficient plan every week? Is it constant together with her general gross sales plan?
  • Is she executing her plan?
  • Does she have a robust understanding of our gross sales course of?
  • Is her gross sales pipeline filled with certified alternatives?

Riggs advises towards knee-jerk reactions and immediate results-oriented selections. “I resist the necessity to right and criticize each drawback I see,” he says. “Don’t bounce into main correction in the course of the first two or three one-on-one conferences, since you’ll need the sample to floor and develop into obvious via statement.”

Equally, it’s typically a good suggestion to ask for permission to offer recommendation when conduct correction is important—for instance, there could also be events when extra critical points merely can’t wait till an annual assessment. “In these conditions once I most undoubtedly need to supply particular recommendation, I truly ask permission,” Riggs notes. Wording the recommendation diplomatically—and asking permission to take action—will often yield higher outcomes than laying down the regulation. “You may be stunned on the distinction it makes to ask moderately than merely dictate subsequent steps,” he says.

Take temporary notes throughout or after the assembly, to which you’ll be able to refer throughout future one-on-ones, and which can provide help to consider the rep’s planning talents and the way they’ve achieved their objectives from the earlier assembly (or not).

All through the method, the main target must be on the rep and the event of their potential.

Make one-on-ones occur

Each gross sales pressure is judged on its efficiency. However each staff can also be made up of people, and nice gross sales leaders ensure that they join personally with each member of their workforce to satisfy their distinctive wants and assist them attain their highest potential. By holding efficient, significant one-on-ones, you’ll be able to have tangible results on gross sales outcomes, in addition to worker morale and retention.

Each group has a unique tradition and philosophy, however gross sales leaders can customise one-on-ones to go well with their group’s setting and temperament. The conferences’ frequency and size, in addition to the sort and variety of questions mentioned, could be constantly refined and tailored, rising and evolving with the staff and the enterprise.

What’s most essential is consistency, and making certain that the conferences occur within the first place. In the event you don’t but have a apply of normal one-on-ones, it’s as much as you to make it occur. Instigate your first conferences right away and optimize them from there.

The knowledge reveals the worth of those conferences, however your staff’s morale—and gross sales outcomes—will converse for themselves.

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