Sales manager/director one-on-one Template

A template for one-on-one discussions between Sales Managers and Directors

Created by Jocelyn Brown

Get started with this template (Free!)

Sales manager/director one-on-one Template

Use this template (Free!)

Or download as:
Word
Excel
PDF

About this template

This is a time for the Sales Manager to meet with their Director to discuss trends, forecast and team updates.

Preview About FAQs Usage Stats About the Author Similar Templates

Posted on Jun 2, 2022

Sales manager/director one-on-one FAQs

How long should a sales manager/director one-on-one be?

You should initially set your sales manager/director one-on-ones for one hour with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have sales manager/director one-on-ones?

Most sales manager/director one-on-ones tend to occur weekly. As you go through a few iterations of them you may need to increase or decrease the frequency.

How do you structure a sales manager/director one-on-one?

You should think about deviding the meeting into 2 sections: Weekly, Monthly/quarterly. Then adding the following sales manager/director one-on-one topics, where appropriate:

Icebreaker: What's one thing you learned last week?
Are there any deals at risk of slipping? What help do you need?
Team updates. Who's doing well? Who's struggling?
How are you pacing towards targets?
What is the one thing you're working on to advance your career?

What should you discuss during a sales manager/director one-on-one?

5 great things to discuss in your Sales manager/director one-on-one:

Icebreaker: What's one thing you learned last week?
Are there any deals at risk of slipping? What help do you need?
Team updates. Who's doing well? Who's struggling?
How are you pacing towards targets?
What is the one thing you're working on to advance your career?

Usage Stats & Categories

Views

243

Used

About the Author

Jocelyn Brown

Jocelyn has spent 15+ years in the B2B and SaaS spaces building and managing high-performing customer success and sales teams that drive recurring revenue and value, and develop life-long customers. Most recently she spent 5 years at Allocadia as SVP Customers and Revenue.

Follow her on twitter.