Reflecting on the week: 7 weekly reflection questions your reps can answer in 20 minutes

A week of calls and meetings blurs together, and the same mistake shows up again next week. Hand each rep this page. They score how the week felt, write the numbers, pick one call that went well and one that didn't, and finish with a single change.

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

Weekly reflection: [your name]

Week of: ______. Written: [day], ______.

1. How did the week feel, 1 to 10?

Answer before you look at the numbers: __

2. What do the numbers say?

• Calls: __ of __
• Meetings: __ of __
• Proposals: __ of __
• Deals: __, worth S$______

3. Did you make last week's change?

• What I said I'd change: ____________
• Did I do it, and what happened: ____________

4. What worked?

• One call or meeting that went well, and what I did: ____________
• One win, however small: ____________

5. What got in the way?

• One call or meeting that didn't go well: ____________
• What I'd say instead: ____________
• Time I lost, and to what: ____________

6. What did you learn?

• About my customers: ____________
• About how I sell: ____________

7. What will you change next week?

• One change I'll make: ____________
• Targets: calls __, meetings __, proposals __
• The first thing I'll do next week: ____________
• Who can help, and what I'll ask them: ____________

Three rules keep it to 20 minutes.

• Score the feeling before the numbers, so the rep can check one against the other.
• Write about one call, not the whole week.
• Pick one change, not five.

Tell reps who reads it before the first one goes in, so nobody feels watched. Then open each 1:1 with the rep's one change: did they make it, and what happened?

If seven is too much to start with, use these four for the first month, then add the numbers.

1. What were your wins this week?
2. What got in the way?
3. What did you learn?
4. What else should I know?

Jun Wei's week, with a made-up name, customers and numbers.

• How the week felt: 4 out of 10.
• Deals: 1, worth S$6,000.
• Last week's change: ask two questions before giving a price. He did it on 3 of 5 calls, and on those three nobody asked for a discount.
• What worked: his call with Kim at Leafy Florist. He asked what a slow month costs her before he said a word about price, and she booked the demo herself.
• One win: a customer from March sent a referral without being asked.
• What got in the way: a meeting with Tide Gym, where he talked for ten minutes before asking anything. What he'd say instead: "Before I show you anything, what made you take this meeting?" He also lost two mornings to a quote the office could have done.
• What he learned: the owners who book fastest have just opened a second site.
• Next week: no pitch before two questions, in every meeting, with targets of 60 calls, 5 meetings and 2 proposals. He'll call Tide Gym back first, and ask Priya to sit in on one first meeting.

Keep the same seven questions, and spend longer on the one that fits the week.

• A slow week: spend most of the 20 minutes on what got in the way, and keep the change small.
• A big win: write down what they did before the win, because that's the part to repeat.
• A new rep: swap what they learned about customers for what they learned about the product.
• Once a month: read the last four and look for the change that keeps coming up and never gets made.

Your team answers your own questions. If you haven't written any, it asks four: "Wins this week!", "Obstacles this week!", "Your reflections this week" and "Any other remarks?". Check-ins are due Sunday at 23:59.

When someone files one, the writer and their manager each get an email. Writers can ask an AI coach about their week, managers get a weekly summary, and teammates can give kudos when it's shared with the team. See how weekly check-ins work.