📺  Video Tutorial & Guide

Data-Driven AE and SDR One-on-Ones

A 45 minute video tutorial and slide deck on 1:1 meeting excellence.


Manager-Rep 1:1 meetings are core to a successful sales team operational cadence, regardless of whether you manage SDRs, AEs, AMs, CSMs, or otherwise.

This video tutorial and guide covers how to create a solid foundation of recurring 1:1s supported by a rigorous metrics to identify areas for improvement and track resolution over time.



This tutorial & guide covers:

  • How to set the recurring agenda of your 1:1s.
  • Formulating the set of data & reports needed to support that recurring agenda.
  • Adequate preparation for 1:1s to ensure maximum impact.   
  • Tracking progress & resolution over time of 1:1 topics.

We've included three assets you'll find helpful:

  • 45 minute video tutorial that walks through how you can prepare and run your one-on-ones
  • Slide deck containing our Three Golden Rules for Highly Productive One-On-Ones
  • Templates you can use to prepare and run your one-ones


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