Walkthrough
SaaS sales is a fast moving, high pressure role—outside of the fact that the sales team is accountable to hit challenging sales numbers. It's no wonder most sales 1:1s in tech are awkward moments where the rep waits to see if they're going to go on a PIP. It's hard to have a solid 1:1 with your rep if they're scared the whole time. Good news, avoid that with this simple SaaS sales 1:1 template!
SaaS Sales Rep One-on-one Meeting Template Walk-through
1. Icebreaker
It's simple: Start with an icebreaker to kick off a conversation. Let the rep pick whatever question they want (poke them to ask it at least 24hr in advance). It'll get them thinking.
2. Learning: call coaching or deal coaching
Once you're in the groove, shift your conversation to learning! Choose a call or a deal and dive deep into what you learned from the specific situation. This is a great opportunity to develop skills in whichever area needs more attention any given week.
3. Goal setting
What's your focus for the next week? Discuss the most important things to get done and how you'll measure progress.
5. Two-way feedback sharing
Finally, cap it off with action! Now that they've shared where they want and need help, give them some feedback in that area. Sometimes it's best to share something each of you should start doing, stop doing, and keep doing. By using this format you're forcing yourself to share the full extent of your feedback with each other. Beyond that: You and the rep can add items, question, concerns, etc. as they come up and can batch those questions into the second half of the one-on-one!
Finally: End the meeting with a "How helpful was this?" We want the reps to answer honestly, but we also want to make sure we're using the hour to the fullest.
About this template
This meeting agenda will help you uncover roadblocks, areas of improvement, and help facilitate two-way feedback so you can build trust with your team while giving them the knowledge and resources they need to hit targets and succeed.
Updated Mar 29, 2022
SaaS Sales Rep One-on-one Meeting FAQs
How do you structure a saas sales rep one-on-one meeting?
expand_morechevron_rightYou should think about deviding the meeting into 3 sections: Learning: call coaching or deal coaching, Goal Setting:, Two-way Feedback Sharing. Then adding the following saas sales rep one-on-one meeting topics, where appropriate:
- What’s 1 thing each of us should either stop doing, start doing, or keep doing?
- Icebreaker: let’s pick a question from Hypercontext’s suggestions and discuss
- What didn’t go as planned?
- How can we turn things around?
- What are some potential obstacles?
- What do you think we should focus on this week to improve?
- What’s your goal for this week?
What should you discuss during a saas sales rep one-on-one meeting?
expand_morechevron_right7 great things to discuss in your SaaS Sales Rep One-on-one Meeting:
- What’s 1 thing each of us should either stop doing, start doing, or keep doing?
- Icebreaker: let’s pick a question from Hypercontext’s suggestions and discuss
- What didn’t go as planned?
- How can we turn things around?
- What are some potential obstacles?
- What do you think we should focus on this week to improve?
- What’s your goal for this week?
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