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BDR Weekly 1:1 Template

Weekly meeting between BDR and Manager.

Created by Jocelyn Brown

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BDR Weekly 1:1 Template

Walkthrough

BDR Weekly:

Use this agenda to support your weekly meeting with each BDR. The primary focus of the meeting should be coaching and development.


How was your week?

Give them a chance to reflect on their own performance and share that with you. Could be work related, but could also be personal. In either case you want to create a safe place to share and build your relationship.


Dashboard Review

Review their activity and results from the previous week - include a link to your report in the agenda. Ask open ended questions about why the numbers are what they are, whether good or bad. This is an opportunity to uncover opportunities for coaching.


Call Review

Have your BDR choose a call to review - they can add a link to the recording (ex. Gong, Chorus) to the agenda. This is a chance for them to get feedback on something they think went well or poorly. You want to encourage continuous improvement so make this a positive learning experience.


What is one thing you are going to try next week?

Make it practical and actionable. Trying one new thing every week is bound to improve your results. Be sure to track it as a next step and follow up on what happened in your next meeting.


Do you have any questions about our strategy/product/company?

One of the best things you can do is help provide context. Make sure that you are giving your team a chance to ask questions and learn. Having deeper context on strategy and goals will make them better in every interaction.


What is one thing that you want to get better at? How can I help?

We can all get better at something. Let your team tell you what they want to learn. This will make your investment in them have more impact and put them in the driver’s seat on their development and career.


What is the next role you are aiming for?

They are thinking about it anyway, so better to have an open conversation about it.

About this template

Use this agenda to support your weekly meeting with each BDR. The primary focus of the meeting should be coaching and development.

Posted on Apr 15, 2022

BDR Weekly 1:1 FAQs

How long should a bdr weekly 1:1 be?

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You should initially set your bdr weekly 1:1s for 30 minutes 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 bdr weekly 1:1s?

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Most bdr weekly 1:1s 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 bdr weekly 1:1?

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You should think about deviding the meeting into 2 sections: Weekly, Monthly. Then adding the following bdr weekly 1:1 topics, where appropriate:

  • How was your week?
  • Dashboard Review
  • Call Review
  • What is one thing you are going to try next week?
  • Do you have any questions about our strategy/product/company?
  • What is one thing you want to get better at? How can I help you?
  • What is the next role that you are aiming for?

What should you discuss during a bdr weekly 1:1?

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7 great things to discuss in your BDR Weekly 1:1:

  • How was your week?
  • Dashboard Review
  • Call Review
  • What is one thing you are going to try next week?
  • Do you have any questions about our strategy/product/company?
  • What is one thing you want to get better at? How can I help you?
  • What is the next role that you are aiming for?

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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.