One-on-One Planning: BEFORE Meeting
This worksheet has two parts. The first part a sales leader fills out BEFORE having a one-on-one session with a salesperson to prepare for their meeting. The second part a sales leader fills out AFTER the session to prepare for the next meeting with that salesperson.
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Email *
Salesperson's Name *
One-on-One Date *
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What are 3-4 sales process goals you're working with this salesperson to master? *
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What are some activities going on in this sales rep's PERSONAL life you are keeping up on? *
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