One on One Sales Meeting Agenda - Docket

Lead Effective One-on-One Meetings with Docket’s Free Meeting Software

Docket is a meeting-focused workspace for collaborative agenda creation, decision documentation, and action item tracking.

Try Docket with your meetings for free.

“Docket has quickly become essential to doing our best work at Studio Science. Meetings are critically important to the services we provide clients, and having a platform dedicated to making meetings more effective, collaborative, and structured is game changing.”

Steve Pruden, CEO at Studio Science

“Docket helps us build better agendas, easily share notes, and follow up on action items. We have noticed our meetings have better preparation and follow through since partnering with Docket.”

Roger Deetz, VP of Engineering at Springbuk

One on One Sales Meeting Agenda

Meetings come in all shapes and forms. In the business world, every meeting is important. Some meetings take place in group settings while others might be a 1 on 1 meeting. There are meetings that take place with clients, consultants, lawyers, board members, employees, and more. It is critical for everyone to prepare appropriately for these meetings so that they can get the most out of them. This starts with understanding what the different meetings are, what is going to be discussed, and how to efficiently use every minute of that meeting. One of the most common is a one on one discussion.

What is a One on One Meeting for Sales?

One of the most common locations in which a one on one meeting might take place is in the world of sales. Even within the world of sales, there are lots of different types of one on one meetings. For example, the 1 on 1 meeting meaning might involve building trust with a client. If there is a one on one meeting between a sales representative and a client, this is a great chance to close an important deal. On the other hand, someone might also be having a 1 on 1 meeting with manager. This is going to be a very different type of meeting. At this meeting, it is important to have one on one meeting questions to ask managers as a way to improve one’s performance. Some people might even want to know how to request a meeting with your boss, sample emails or a checklist. Regardless, it is important to think about smart questions to ask your boss (or good questions to ask your boss’s boss) for this meeting. This will show the boss that the employee is interested in the performance of the team.

In a one on one sales meeting with a client, the goal is to convince the client that he or she needs the product that is being sold. Because the client has already allowed a one on one meeting to take place, he or she is already interested. Therefore, it is important to come in with effective one on one questions that will show the client that the representative cares about meeting the client’s needs. To find 1 on 1 meeting questions, it is a good idea to take a look at a few templates. These templates usually have helpful questions that people can ask during the meeting. One you find a template you like, it is a good idea to build it into a meeting tool like Docket so you can use and customize it again and again for each of your one on one sales meetings.

Why is a One on One Meeting for Sales Important?

There are a number of reasons why one on one meetings for sales are important. This is a time for sales teams to get help with certain accounts while also checking their status in comparison to their goals. It is also a good idea for sales teams to have a 1 2 1 meeting a few times during the year. For those who are wondering what is a 1 2 1 meeting, this is a meeting that is used to check in on someone’s well-being while also raising their performance and helping them move their career forward. This meeting often follows the first one on one meeting with employees using an employee one on one meeting template. One of the major benefits of following a 1 2 1 meeting template (Word, Google, or Docket) is that time will be used in an efficient manner. Personal updates should be given and progress should be reviewed against performance objectives. It is also important to come with one on one meeting questions that will help maximize the time that is spent during the meeting. For help, it might be a good idea to look at a one on one meeting template.

Another one of the major benefits of one on one meetings is that they are going to be private. The location will be private and the information will be kept confidential. At the same time, it is important for everyone to know how to prepare for a meeting with your boss. It might also be a good idea to think about good questions to ask your boss’s boss. This will demonstrate an exceptional commitment to preparation which will reflect positively on the team’s performance.

These are a few of the major benefits of having a one on one meeting. This is a chance for leaders to use personal dialogue to understand someone’s strengths and weaknesses while increasing motivation and improving the results of sales teams.

Who is Responsible for the One on One?

In a one on one meeting between sales representatives and managers, there are a few responsibilities to note. The manager is responsible for sending the 1:1 meeting invite and setting the agenda using a meeting tool like Docket. It might be helpful to look at a one on one meeting email template for the invite. It is also a good idea to look at a one on one meeting template doc to set the agenda. There are great examples of questions to ask at a staff meeting that might be helpful as well. The manager should also think carefully about the one on one meeting subject line. It is important to keep the sales representative as relaxed as possible.

The sales representative is responsible for planning one on one meeting answers in response to any questions that might be asked. Sometimes, the one on one meeting questions format will be shared by the manager ahead of time. These questions should be used to prepare for the meeting. At the same time, not all of the questions should be coming from the manager. The sales representative should also take a look at one on one meeting questions to ask your manager. These might include questions to ask boss about career development or questions to ask your boss about the company. Remember that this is a one on one meeting so these questions might be different than the questions to ask your boss in a group meeting.

If both parties have done their part, then the meeting should be productive. The one on one sales meeting agenda should be followed and the performance review should be constructive. The sales representative should leave the meeting with a bunch of positives, including ways to improve sales numbers. The manager should also finish the meeting feeling confident about the sales representative’s ability to build a team, manage a team, and improve sales numbers to meet target metrics. This is one of the major benefits of holding these meetings regularly.

How to Prepare for a One on One Meeting

While it is great to have the one on one meeting questions and answers discussed above, these questions and answers are not productive without proper preparation. In order to prepare for these one on one meetings, it is important to set the agenda ahead of time using a meeting tool like Docket. Agendas set the structure of the meeting. They also provide continuity across the meeting. Asking the right questions in a one on one email template will help both parties prepare more effectively. It is a good idea to look at one on one meetings with direct reports templates. With the right questions during the meeting, there will be a larger discussion regarding problem-solving and troubleshooting. If the meeting is going well, there will be a healthy dialogue back and forth that might resemble questions to ask your boss at lunch. The dialogue will be structured using the agenda and can help everyone stay on track.

Some of the steps in preparation regarding a one on one meeting include letting the sales representative know that he or she should be prepared. This should be listed in the one on one meeting request email sample. Then, be sure to look at the performance metrics. Try not to get bogged down in any single detail, but go beyond the metrics. Ask the sales representative to list a few accomplishments that have been made since the last meeting. Then, ask the sales representative to go through a few challenges. Help the sales representative come up with ways to address these challenges.

In addition, the sales representative should have a list of ways the manager can be more supportive or helpful. Remember, this meeting should go both ways. This is going to be a critical part of one on one template coaching. An effective one on one meeting should always go both ways. Finally, close the meeting with one thing the sales representative should keep doing, one thing the sales representative should stop, and one thing the sales representative should start doing.

What Happens Next

Once the meeting has finished, there are a few steps to take. It is helpful to come up with a summary of the meeting that can be sent out to the sales representative. This will help make sure that nothing was lost in translation during the meeting. This will provide a critical sense of closure. In addition, these meetings might be leading to a 1 1 with CFO, so it is important to keep the information from these meetings in case the notes need to be called upon in the future. It is helpful to condense this information in a way that can be used to provide the updates and high points to the board members.

It is also a good idea to save the agenda for future meetings. The goal is to come up with an agenda that can be easily repeated with other representatives. This will help to streamline the process further. Another goal is to make these meetings as productive and efficient as possible. In order to reach this goal, it is important to use these agendas to create a repeatable process with other sales representatives. This is also one of the marks of an exceptional manager.

Docket is no longer in service. Thank you to all of our customers for letting us help you make meetings awesome!