The 1-on-1 Agenda gives managers and sellers a shared workspace to prepare, document, and follow through on coaching conversations. It connects agenda topics, tasks, and notes directly to CRM data so every meeting builds on measurable progress. Using this tool consistently transforms one-on-ones from quick check-ins into intentional coaching sessions that strengthen alignment, accountability, and performance growth.
By mastering the 1-on-1 Agenda, you’ll strengthen your ability to:
Structure coaching sessions around real data and meaningful discussion topics.
Promote accountability by assigning and following up on clear action items.
Capture and preserve key insights, decisions, and development goals through notes.
Track how performance evolves over time by revisiting past agendas and outcomes.
Build a coaching rhythm that keeps sellers focused, supported, and responsible for their own success.
Use this checklist to confirm you can confidently manage and lead effective coaching sessions using the 1-on-1 Agenda.
I can open the 1-on-1 Agenda and view tasks, notes, and performance metrics for each seller.
I can prepare agendas by reviewing past items and adding new topics such as metrics, pipeline health, wins, and roadblocks.
I can assign tasks to sellers or myself and follow up until completion.
I can take comprehensive notes during meetings and rely on them for coaching and accountability.
I can use past agendas to track progress, measure improvement, and adjust coaching strategies over time.
