Sales Leader <> SDR 1:1 Template

Use this agenda to zero in on one thing each SDR can improve each month.

Get started with this template (Free!)

Sales Leader <> SDR 1:1 Template

Use this template (Free!)

Or download as:
Word
Excel
PDF

About this template

Use this template to zero in on one thing each SDR can improve each month - and walk away with a detailed coaching plan.

Preview About FAQs Usage Stats Similar Templates

Updated Mar 15, 2022

Sales Leader <> SDR 1:1 FAQs

How long should a sales leader <> sdr 1:1 be?

You should initially set your sales leader <> sdr 1:1s for 60 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 sales leader <> sdr 1:1s?

Most sales leader <> sdr 1:1s tend to occur monthly. As you go through a few iterations of them you may need to increase or decrease the frequency.

What should you discuss during a sales leader <> sdr 1:1?

5 great things to discuss in your Sales Leader <> SDR 1:1:

Qualitative reflection - how do you think you did this month?
Quantitative reflection - review your sales dashboard
Based on your reflections, what’s the one area you want to work on together this month?
Specifically, how do you want me to help you work on this one area?
Schedule coaching sessions for the month

Usage Stats & Categories

Views

2,344

Used

293

Categories

One-on-one 🗄 All 🤑 Sales 💻 User-generated

Sales Leader <> SDR 1:1 Template

Get the template (Free!)

Or download as:
Word
Excel
PDF

Similar templates

Bi-Weekly Sales One-on-One Template

Bi-Weekly Sales One-on-One

A bi-weekly 1:1 stand-up for sales managers to sync with direct reports.

View

1,070 252

VP Sales <> Sales Leader 1:1 Template

VP Sales <> Sales Leader 1:1

Created by Mark Roberge, former CRO of HubSpot, use this agenda for VP Sales <> Sales Leader 1:1s.

View

880 142

Sales Coaching Session Template

<img height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;" data-src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;" data-src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;">

Sales Coaching Session

View

489 86

BDR Weekly 1:1 Template

<img height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;" data-src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;" data-src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;">

BDR Weekly 1:1

Weekly meeting between BDR and Manager.

View

944 110

One-on-one Sales Forecast Meeting Template

<img height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;" data-src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;" data-src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;">

One-on-one Sales Forecast Meeting

A time for Sales Managers to meet with their direct reports to review upcoming deals.

View

253 46

BDR Manager/Director Weekly Template

<img height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;" data-src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;" data-src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw=="><noscript><img src="https://hypercontext.com/wp-content/uploads/2022/02/hypercontext-logo-main-1-300x56.png" height="20px" width="20px" alt="Hypercontext" style="max-height:20px;width: auto;border-radius:0;">

BDR Manager/Director Weekly

Weekly one-on-one for a BDR Manager and their leader.

View

449 39

View all templates