The Ultimate Sales Leader One-on-One Template

After 200+ coaching sessions with experienced SaaS sales leaders - I've learned, firsthand, what makes great one-to-one meetings while others fall flat. I took those learnings and created this template.

I used it to successfully manage 9 sales reps to over-exceed quota & get promoted.

Sales reps want to succeed financially & grow in their careers.

They don't always know how to structure 1:1 time with their leaders.

Creating a clear, systematic approach to meetings is key.

Without a consistent approach, one-to-one meetings:

❌ Are unstructured & unclear

❌ Lack accountability or direction

❌ Go without career planning

❌ Fail to follow up on previous actions

❌ Miss financial tracking & insight

Getting organized is key to consistency across your team.

With a systematized one-to-one approach:

✔️ Provide structure & clarity for each individual

✔️ Hold yourself & your rep accountable

✔️ Consistently discuss career direction & plans

✔️ Delegate tasks & actions

✔️ Track financials to manage performance

This simple, yet effective, template will help you:

→ Get organized

→ Set clear expectations

→ Provide clarity

→ Show progress on goals & actions

→ Keep you & your sellers focused on outcomes

Contents

One (1) PDF document

- Topics & agenda structure

- Simple forecasting metrics breakdown

- Opportunity/deal review structuring

- Sample questions

FAQs

Who is this document made for?

This template is geared toward first-line SaaS sales leaders that need a structured approach for one-on-one meetings with their sellers.

Who am I?

I've spent 10+ years in SaaS tech sales. Previous roles have included sales, management, enablement, and strategy.

Currently, I'm an Executive Coach to sales leaders at Fortune 500 companies.

I've completed over 200 one-on-one coaching sessions and bring experience from the leaders I work with as well as firsthand experience as a sales leader myself.

Will this document make me the perfect leader?

Certainly not. No one resource is a silver bullet. However, it's a great asset and the culmination of hours of study & practical use.

How long will it take to see results once I get it?

That depends. If you review it in detail, put it into use, and consistently leverage the structure, I'm confident you'll see improved meetings in short order.

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