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      1-on-1 Overview

      The 1-on-1 Overview Beta is an early preview of our new feature designed to enhance the manager and account executive (AE) experience. It introduces a dedicated 1-on-1 Agenda page to facilitate more effective meetings and goal setting.

      What's Included in the Beta?

      • General Info & 1-on-1 Agenda: Get started with setting up your 1:1 meetings with tasks and notes.
      • Sales Analysis & Financials: Dive deep into sales and financial data directly from your dashboard.
      • Sales Funnel & Accounts: Explore a new way of managing your sales funnel and accounts.

      Get all the 1-on-1 details from our intro video from VP of Sales, Chris Koller, and VP of Product, Taylor Snow.

      Key Features

      Agenda Tasks 

      Allows managers and AEs to track action items and tasks for follow-up.  

      Tasks are intended to provide a way for managers and AEs to keep track of the items that need to be completed related to their 1:1 meetings. These could be some direction from the manager to follow up with an account contact, or to have them create five new pieces of pending by next meeting. 

      The anatomy of an agenda task is most easily shown in the add or edit task view as shown here on the page.

      Most unique, are the related to options. The task can be related to any combination of Accounts, Leads, Agencies and Contacts. These create quick links to those records in CRM.

      One_on_One1

       

      Agenda Notes

      Document discussion points and important notes for future reference. Once saved, notes cannot be edited to maintain integrity. 

      Notes are intended to keep track of discussion points and things to remember between 1:1 meetings. We envision notes to be used in a wide variety of ways such as:

      • document a performance improvement plan

      • keep track of wins that the AE had that are maybe not already in CRM

      • used to look back on for reviews and salary discussions

      One_on_One2

      1:1 Meetings

      Schedule and manage 1:1 meetings directly within the CRM, with future integrations planned for AE notifications.  

      One_on_One3

      Getting the Most Out of Your 1:1 Overview

      For a comprehensive guide on how to use the 1 on 1 Overview Beta, including walkthroughs from both the manager and AE perspectives, please watch our tutorial video featuring Chris Koller and Taylor Snow.

       

      Please Note: Since this is a beta release, not all features are fully developed. Your feedback is invaluable as we continue to improve and finalize the 1 on 1 Overview.