Weekly team check-in
Hear from each rep every week, without another meeting.
Replace 'how was your week?' with a short check-in that has their numbers on it, and a Monday summary for you.
30 minutes. You choose the day and the time.
| Row | What's in it |
|---|---|
| Wins this week! | Two demos booked from the old list |
| Obstacles this week! | Lost two days to a client's site visit |
| Calls | Target 60, actual 52 (filled in from his log) |
| Demos | Target 5, actual 2 (filled in from his log) |
Monday morning
You ask how the week went, and nobody's sure
You go round the table and hear 'not bad', 'busy', 'a few good calls'. Nobody's looked at the numbers, and you've got 20 minutes before your next thing.
01Your questions
Write your own questions, or start with ours.
Every team wants to hear something different. Start with four: Wins this week, Obstacles this week, Your reflections this week and Any other remarks. A manager can rewrite them or switch any of them off.
- Four to start
- Written by you
- Switch off what you don't use
- Wins this weekKept as it is
- Obstacles this weekRewritten: Who's stuck, and why?
- Your reflections this weekKept as it is
- Any other remarksSwitched off
02Their numbers
Skip digging up the week's numbers.
Nobody wants to count last week's calls before they write. Pick the tiles you want to track, and each one shows as a target and an actual. The actual fills in from what they logged, and the target carries over from last week.
- Pick any tile as a row
- Actuals fill in from the log
- Targets carry over
- CallsTarget 60, actual 52Filled in from his log
- DemosTarget 5, actual 2Filled in from his log
- Next weekBoth targets carry over
03Who's filed
Know who hasn't filed by Monday.
You shouldn't have to chase a form in the group chat. Check-ins are due on Sunday at 23:59, and anything filed by Monday at 23:59 is marked late. Your tracking tab shows this week, past weeks and each person's record. When someone files, they and the admin both get a copy by email.
- Due Sunday at 23:59
- Marked late until Monday at 23:59
- Each person's record over time
- Priya Nair, Sun 8:14pmFiled on time
- Daniel Tan, Sun 11:40pmFiled on time
- Farid Ismail, Mon 9:02amFiledMarked late
- Wei Ling GohHasn't filedLate until Monday 23:59
04The summary
Read the week in one email on Monday morning.
You've got ten people's answers and one coffee. At 9.30am on Monday, managers get a summary of the team's check-ins, written by AI. You can open any one in full if something in it needs a word.
- Monday, 9.30am Singapore time
- The team's week in one email
- You can still open any check-in
- The team's weekBusy on calls, thin on demosWritten by AI
- WinsTwo demos booked from the old list
- ObstaclesTwo days lost to a client's site visit
05For your reps
Let them ask a coach about their own week.
A rep who's had a rough week may not want to start with you. They can ask a coach "What should I work on next?", and it reads their past check-ins and their logged numbers. Nothing replies unless they ask. Teammates can read a check-in, react with kudos and comment.
- The rep asks, the rep reads
- It works from their check-ins and logged numbers
- Teammates can leave kudos and comments
What should I work on next?
Wei Ling GohYour last check-ins all name slow mornings.
CoachYour log agrees: 4 calls so far this week.
CoachOnly because she asked
And the rest
Small things that keep check-ins going
Goes well with
Stop asking how the week went.
Bring the three questions you wish your team would answer.
30 minutes. You choose the day and the time.
Before you ask them to file
Who gets to read a check-in?
Part of it's done when they open it, because the actuals come from what they logged. It may still take a nudge in the first weeks, and the tracking tab shows you who to nudge.
Everyone on your team, across every group, can read it. Tell people that before they write.
Not today. If someone needs a private word, that's a 1:1, and it goes on their coaching sheet.
No. The writer and the admin get a copy by email, and the coach answers only when the writer asks.
Yes, once you pick your own tiles. Until you do, the rows default to an insurance team's four steps.
There's no public price for Palby Sales Tracker yet, so you'll get a price for your team on the walkthrough.