One on One Template - Sales Agenda

About this sales 1-on-1 template

Use this template to keep on top of any sales team opportunities that need your support to close. Keep across potential gaps in your forecast. Support and motivate your sales team.

How does this 1-on-1 template help HR managers and HR leaders?

Improving the quality of sales conversations will impact on staff retention, sales forecasts and customer retention.

When to use this 1-on-1 template

This can be used as a regular sales discussion template. It can either be updated in advance with key risks and opportunities being discussed in the meeting or it can be discussed in the meeting only.

Sample from this template

Focus on your top 3 - 5 opportunities and complete the below questions prior to your 1-on-1.

• What is your current gap to target? Are you comfortable your pipeline will cover this?
• What would have the most impact on closing the gap?
• Are there any customers that we can help you with?‍

Create your own 1-on-1 sales templates

Customising your own 1-on-1 template is easy, with Crewmojo's simple template builder. Our platform includes a templates library and question library to allow you to quickly build and shape the 1-on-1 templates and performance management tools you need. This one-on-one template is one of many that come with the Crewmojo platform already built in to get you up and running in no time. Too Easy.

Book a demo to explore our platform and preloaded templates

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