The 1:1 Agenda is a structured, ongoing space inside the Seller Dashboard where Sellers and managers can prepare for and track conversations during their recurring one-on-one meetings.
Each Seller’s agenda includes:
A rolling task list
A notes section (for both seller and manager)
Visibility into performance metrics and pipeline activity
At ShareBuilders, we believe strong performance grows from strong relationships, and the 1:1 Agenda is the digital heartbeat of that relationship.
This new experience is part of our commitment to simplifying our CRM for Sellers. By making the agenda easily accessible from the Seller Dashboard, we remove barriers to preparation and make every 1:1 more productive, focused, and actionable.
Dedicated Time for Support
Bring up blockers, ask for coaching, or highlight wins you might not otherwise share.
Accountability
Regular check-ins keep you aligned with goals and organized around commitments.
Professional Growth
Use this time to talk career aspirations, learning goals, and development needs.
Add Notes
Use the note section to capture meeting discussion points, questions, and takeaways.
Both sellers and managers can add or review notes at any time.
Track Tasks
Tasks appear in a checklist-style view.
Incomplete tasks show in the main list, and completed items move to the Completed tab automatically.
This ensures follow-ups from previous meetings don’t get lost.
Review Core Agenda Items - Use your 1:1 time to walk through the following key elements:
Sales Metrics — Weekly/monthly pacing, budget progress
Pipeline Review — Opportunities with pending dollars and what Sales Funnel stage they are in
Obstacles or Risks — Accounts in decline, delayed decisions, internal blockers
Wins & Recognition — Celebrate growth, new business, or creative solutions
Career Development — Discuss learning, stretch goals, or long-term path
Add Upcoming 1:1 meetings
Sellers or Managers can add the next date/time for a 1:1 directly from the 1:1 Agenda.
