Sales Manager <-> Rep 1:1 Meeting Template

In the sales development process, 1:1 meetings are fundamental. These meetings help sales managers identify areas for improvement for individual reps and sales leaders notice patterns and uncover opportunities to improve the entire organization. 

Our 1:1 meeting template is an effective tool that comes with a customizable structure so you can make it applicable to the managers and teams you oversee.

Our three-page template features many potential 1:1 meeting components, including: 

• Agenda items
• Questions to be answered
• Supporting data 

Using this information, you can create a dashboard in Atrium that includes recurring meeting invites and reviews. This will help you prepare for 1:1 meetings, ensuring that the conversations are productive and the focus is on coaching and problem-solving rather than information-sharing.