Mark Roberge, Former CRO - HubSpot Logo

Sales Leader <> SDR 1:1 Template

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

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Sales Leader <> SDR 1:1 Template

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.

Updated Mar 15, 2022

Sales Leader <> SDR 1:1 FAQs

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

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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?

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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?

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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

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