Sales Leader <> SDR 1:1 Template

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

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