One-on-One: Sales Leader and SDR

Guide your SDRs to drive success for your whole sales team

Use or customize this template

Using templates in Hugo enables you to collaboratively prepare and edit notes, create tasks and integrate with 20+ apps.

Use template in Hugo

Still using Microsoft Word or Google Docs?

TEMPLATE BY
at
Hugo

Kickoff question

Start with an open-ended question. How was last week? What’s been working well for you lately? 

Celebrate Wins

What have we accomplished since our last meeting? Note progress on important accounts or sales targets.

Problem Solving

Are you facing any specific problems? How can we solve them? What support do you need? Problem-solve specific situations and create action items.

Evaluate and Provide Feedback

How are we doing? Are we headed in the right direction? How can we (SDR and/or Sales Leader) be better? 

Personal and Professional Growth

Are we supporting your personal and professional goals? If not, how can we? 

Open Floor

Provide time for open discussion. Is there anything else you want to talk about? 

Follow-Up

How will we keep in touch and stay up-to-date about progress? Should we schedule another one-on-one?

---

Action Items:


Other Notes:


How to use this template for your next 

One-on-One: Sales Leader and SDR

For sales leaders and SDR’s alike, one-on-ones can (and should) be a vital tool. At their best, they help you build trust and rapport, learn about your SDRs strengths and weakness, keep them focused, and guide their professional development. 

Of course, they can also be complete duds, wasting your time and eroding trust. To avoid the duds and run an efficient one-on-one with your reps, this meeting agenda template for SDRs and sales leaders keeps your meeting focused and actionable from start to finish.

Too often, these important meetings aren’t maximized the way they should be. Generally, this is a result of a lack of structure and no action items. But this meeting template solves all that by providing a clear path towards starting the conversation, keeping SDRs motivated, solving problems, encouraging professional growth, and laying out action items.

Similar meeting templates

Try all features for FREE with unlimited users for 21 Days
Try all features for FREE with unlimited users for 21 Days
After your free trial, you can upgrade to keep your Pro features, or use the Basic plan for free. Free forever up to 10 users.