Free one on one meeting template for sales managers and reps

Most 1:1s with a rep go the same way. "How's it going?" "Good." Then twenty minutes of "when will it close?" This template moves the numbers to the rep's side of the table, so the meeting is yours to coach.

Copy it, print it or download it for Word. Free, no sign-up.

Weekly 1:1: [rep] and [manager]

Date: ______. Week: ______. 30 minutes.

Before we meet (the rep fills this in, about 5 minutes)

This week against target:

• Calls: __ of __
• Meetings: __ of __
• Proposals sent: __ of __
• Deals closed: __ of __, worth S$____ of S$____

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: ____________

In the meeting (30 minutes)

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.

After (the manager, about 2 minutes)

• 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 numbers get five minutes because the rep already wrote them down. The stuck deal gets ten, because your help can still change a result this month.

• Open with last week's promise, so it counts for something.
• Ask which number is short. "How was the week?" gets you "good".
• Close with one promise, a number and a day.

Need a shorter or longer meeting? Build it for 15 to 60 minutes with the agenda generator.

Keep the same slot each week, so a 1:1 isn't a sign of trouble. If you have to move it, move it. Don't drop it.

• Early in the week, while the week can still change.
• Twice a week for a new rep's first month.
• No more than two weeks apart for a steady rep.

Wei Jie's week 38, with made-up names and numbers.

• Last week's promise: call back the 6 people who asked for a quote in August. Partly: 4 of 6.
• Win: a second meeting with the owner of a 20-person firm.
• Stuck deal: a S$12,000 proposal sent on 9 September. "Waiting on their finance person."
• Needs from you: sit in on Thursday's meeting.

What came out of it: admin ate the first two days, so calls ran short. Wei Jie has never spoken to the finance person, so the next step is to ask the owner for a 15-minute call with them. On the replayed call, he gave the price before asking how they do it today. Next time: two questions before any number.

Promise for next week: 40 calls, with two hours a day blocked for them, and the finance call booked.

Swap these in at step 2 or step 5 when the usual questions get the usual answers.

A rep who's behind

• Which number slipped first this week?
• Where did the time go?
• What would get you two more meetings this week?

A rep who's ahead

• What did you do differently this month?
• Which deal still worries you?
• What would you show the team from this week?

A new rep, first 90 days

• What's harder than you expected?
• Which call this week would you redo?
• Who on the team have you learned most from?

A strong rep who seems flat

• What would make next quarter interesting?
• What do you want to be doing a year from now?

After a lost deal

• Where did it turn?
• What did they say no to?
• What would you do in the first meeting next time?

The 1:1 card fills in the rep's last two weeks against their goal, their streak and what you asked them to do last time. Reps log each call and meeting in one tap, so nobody adds up the week by hand.

Your notes go on a coaching sheet with the columns you choose, and the rep gets a read-only copy. An AI chat can write an opener and two questions. It won't track deal value, so the S$ line stays on this page. See how 1:1s work.