Sales 1:1 agenda template

Most sales 1:1s turn into a status read-out. This agenda keeps the 30 minutes on the deals that moved, or should have.

The 30-minute agenda

  1. Wins and changes since last week (5 min). Closed deals, new deals, anything that jumped a stage.
  2. Slipped close dates (8 min). For each deal whose close date moved out: what changed, who decides, what's the next dated step?
  3. Stalled deals (7 min). Deals with no update in 14+ days: revive it, re-date it, or close it lost.
  4. Shrunk or moved-back deals (5 min). What made the amount drop or the stage go back? Is the forecast still right?
  5. Commit for this month (3 min). Which deals is the rep committing, and what has to be true for each?
  6. One thing the manager will do (2 min). An intro, an exec call, a pricing approval.

Copy-paste version

1:1 - <Rep> - <Date>
Wins / changes:
Slipped (deal, old date -> new date, reason, next step + date):
Stalled 14+ days (deal, last touch, decision: revive / re-date / close lost):
Shrunk / moved back (deal, from -> to, why):
Commit this month (deal, amount, what must be true):
Manager action:

Questions that work

  • "What did the buyer do last week?" (not "how's the deal?")
  • "If this closes next month instead, what's the reason?"
  • "Who else has to say yes?"

To prepare, run a quick weekly pipeline review first.

Get this agenda filled in automatically

Monday Brief connects to HubSpot or Pipedrive and emails you this agenda for every rep each Monday morning, with the slipped, stalled and shrunk deals already listed. Try a free sample brief from a CSV or start a 14-day free trial.