1:1 Meeting Framework for Sales Leaders

1:1 STRUCTURE

Weekly 1:1 Agenda

SALES 1:1 MEETING (45 min)

REP: _______________
DATE: _______________

CHECK-IN (5 min):
How are you doing?
Energy level (1-10): _____
Key concern: _______________

PIPELINE REVIEW (15 min):
Deals closing this week:
1. _______________: $_____ - Status: _____
2. _______________: $_____ - Status: _____

Stuck deals:
1. _______________: Blocker: _____
   Action: _____

New pipeline created: $_____
Coverage status: _____x

COACHING (15 min):
Win/loss to discuss: _______________
Key learning: _______________
Skill focus: _______________
Action commitment: _______________

DEVELOPMENT/OTHER (10 min):
Career topic: _______________
Questions/concerns: _______________
Manager support needed: _______________

NEXT STEPS:
☐ _______________
☐ _______________

1:1 Cadence Options

Rep Type	Frequency	Duration	Focus
New hire	2x/week	30 min	Coaching heavy
Ramping	Weekly	45 min	Skill building
Tenured	Weekly	30 min	Deal focus
High performer	Bi-weekly	30 min	Development

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COACHING IN 1:1s

Coaching Framework

1:1 COACHING APPROACH

DEAL COACHING:
"Tell me about [deal name]..."
"What's your plan to advance it?"
"What might go wrong?"
"What help do you need?"

SKILL COACHING:
"Let's talk about [skill area]..."
"Walk me through your approach..."
"What could you try differently?"
"Let's role-play..."

DEVELOPMENT COACHING:
"Where do you want to grow?"
"What's blocking you?"
"What support do you need?"
"What will you commit to?"

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