The 1‑on‑1 Agenda is a built‑in tool in ShareBuilder CRM that helps you run structured, consistent meetings with your Sellers. It includes features like:
Agenda Tasks: Action items tied to Accounts, Leads, Agencies, Contacts - with direct links back into CRM.
Agenda Notes: A running record of discussion points, wins, or issues. Once saved, notes remain unchanged for integrity and auditability.
Meeting Scheduling: Set up regular 1‑on‑1 check‑ins inside CRM; keeps the rhythm and ensures nothing slips through the cracks.
Latest Opportunities: Review the past 7 days of sales activity to see which opportunities were created, won, lost, or marked as new business.
Activity Overview: See a 7-day summary of all recorded activity types, showing cumulative totals for each to help track engagement and follow-through.
Leadership is less about reacting and more about guiding with data, clarity, and consistency. The 1‑on‑1 Agenda gives you a framework to do exactly that.
Here’s why it matters for Managers:
Alignment – You and your Sellers stay on the same page: goals, account health, performance, and growth.
Accountability – Tasks and follow‑ups are clearly tracked. Everyone knows who owns what by the next meeting.
Visibility into performance – You see what’s working, what isn’t, which accounts need attention, and what the seller may need help on.
Data‑driven coaching – With Agenda Notes and historical tasks, you can trace progress over time and guide sellers more effectively.
Proactive management like this prevents surprises, builds trust, and drives results.
Here’s how to use the 1‑on‑1 Overview as a Manager to maximize its impact:
Schedule regular check‑ins with each Seller using the CRM scheduling feature.
Prepare the agenda ahead of time by reviewing previous action items, opportunities, pending issues, or account status. Add new tasks tied to specific CRM records.
Take comprehensive notes during the meeting, capturing decisions, wins, areas for improvement. Ensure Notes are saved to maintain history.
Assign and track tasks during or right after the meeting so nothing gets lost.
Follow up on tasks and previous action items between meetings using the 1‑on‑1 tool to see what’s complete and what’s still open.
Use historical data in Notes and Tasks to coach Sellers: identify patterns, areas of strength, or recurring challenges.
