Free for sales managers
Pick how long you have and what to cover, and get a timed agenda your rep fills in before you meet. Copy it, print it or send the link.
The rep's numbers
6 topics in 30 minutes
Date: ______ Week: ______ 30 minutes
This week against target
Calls: __ of __
Meetings: __ of __
Proposals sent: __ of __
Deals closed: __ of __
Last week's promise: ____________ Done / Partly / Not done
One win this week: ____________
The deal that's stuck, and what's stopping it: ____________
What I need from you: ____________
1. Last week's promise (3 min). Did it happen? If not, what got in the way?
2. The numbers (5 min). Which number is short? Is it early in the week's work (calls, meetings) or late (proposals, deals)? What does the rest of the month need?
3. The stuck deal (10 min). What's the next step, who says yes, and by when? What would you do if it were your only deal?
4. One skill (7 min). Replay one call or meeting from this week. What's one thing to try on the next one?
5. Anything else (3 min). What's getting in the way that isn't a deal? How are you doing?
6. Next week's promise (2 min). One thing, with a number and a day. The rep writes it, in their own words.
Send the rep the notes and the promise the same day.
Put next week's 1:1 in both calendars.
Write down anything you promised them, and do it before the next one.
The default agenda, the same one as our 1 on 1 meeting template.
3 minutes on last week's promise, and whether it happened.
5 on the numbers: which one is short, and whether it's early in the week's work or late.
10 on the stuck deal: the next step, who says yes, and by when.
7 on one skill from a call this week, 3 on anything else, and 2 on next week's promise.
Every topic keeps its share of the time, rounded to whole minutes that add up.
Send the link on Friday, and the rep fills in their side before you meet.
The generator is free. ActivityTracker, the app we make, is paid, and it fills in the rep's week for you.
Last week's promise, the numbers, one stuck deal, one skill and next week's promise. That's the default here, and you can add the pipeline, where they want to go or how they're doing.
The default is 30 minutes a week, which fits the six topics. Pick 15 when time's short, or 45 or 60 for a new rep.
You set it, and the rep fills in the first part before you meet: the numbers, one win, the stuck deal and what they need from you.
Each topic has a share of the time, and the stuck deal gets the most. Change the length or drop a topic, and the minutes are shared out again in whole minutes that add up.
Yes. Pick every two weeks, and the wording covers the two weeks since you last met.
Yes. The 1 on 1 meeting template has the default agenda as a Word file you can download.
Yes, and there's no sign-up. The Copy link button saves your agenda in the link.
Keep using the generator for free. The app counts each rep's week from what they log.