Bring Structure to Your 1:1's with Our Tested Worksheets
Having a consistent structure to your 1:1s is crucial to providing the value your reps expect to gain from each coaching session. For years we have analyzed organizations create an use custom coaching agendas that are created and tracked in Xvoyant. As time has passed we've started to see patterns for building the most effective agendas for different coaching situations. We've created 3 of the most common scenarios below for the world to use.
1-1 Coaching Session Worksheet
#1. What are some of your successes from the past week?
#2. What do you plan on accomplishing over the next week? How can I help?
#3. Review Current Coaching Goals
#3. Review Current Coaching Goals (write them below)
Example Goal: Develop Demo Skills
In Progress
Accepted
Goal customization available in full version
Request DemoExample Goal: Review Social Outreach
In Progress
Accepted
Goal customization available in full version
Request DemoExample Goal: Complete Closure Plans
In Progress
Accepted
Goal customization available in full version
Request Demo#4. Are you on track to hit quota?
#5. How does your pipe coverage look?
#6. Review must-win deals
Call Coaching Worksheet
#1. Client information (name, goal of meeting, who is on call)
#2. Notes from Client interaction
#3. Ask rep what they thought went well
#4. What did manager think went well?
#5. How does your pipe coverage look?
#6. Review must-win deals
Pipeline Review
#1. How does your pipe coverage look?
#2. Review Must Win Deals
#2. Review Must Win Deals (write them below)
Example Deal 1
$150.0K
Goal customization available in full version
Request DemoExample Deal 2
$50.0K
Goal customization available in full version
Request DemoExample Deal 3
$125.0K
Goal customization available in full version
Request Demo#3. Review stalled Deals
#4. Review Outlier deals (Greater than 3x avg deal size)
#5. Review Misaligned deals
#6. Review Pushed deals
#7. What do you forecast to close this Quarter
