Official Sales Template

The Official Sales System

ISSUES

PRIORITIES

COMPLETED

EXAMPLE

• Outbound cadence
• SFDC Notes

EXAMPLE

• Create training for new messaging
• Create certification program for new messaging
• Find 10 people you want to hire
• Get 1 referral from each rep

EXAMPLE

• Hired 5 people
• Promoted Tom
• Hit $1M

1:1 with your Boss

1:1 Sheet

A, B, C PLAYER: B+

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MOTIVATION:

Buying a house

Wants to make Dad proud

GOAL: $50,000

WHY THEY AREN’T DOING BETTER:

Not listening

Poor notes

Afraid of confrontation

1:1 with your Direct Report

MANAGER

SALES REP

1. What has been the work highlight/lowlight from the past week?
2. What professional goals would you like to accomplish in the next 6 to 12 months, and what makes you say that?
3. What else can I be doing to help progress your career?
4. What are your work and non-work highlights of the past month?
5. What’s one thing you’d like to do more of, outside of work this coming month?
6. What’s one thing we can do to improve the performance of the team?
7. Are you happy with our level of communication? How would you change it?
8. What’s top of mind right now that we haven’t talked about yet?
9. Am I acting like the best manager you could wish for? What could I be doing better?
10. When’s the best time to give feedback on your work?
11. Where would you like me involved more in your day to day? Where would you like me involved less?
12. What needs to change around our team meetings?
13. What’s something you’re proud of that happened this week? This month?
14. What are you passionate about, personally or professionally?
15. Who on our team deserves a shoutout for their work and why?
16. What do you wish I did less of? More of?
17. What’s something past managers have done that’s inspired and motivated you?
18. What’s something past managers have done that’s really frustrated you?
19. Are you happy in your role? What could make it better for you?
20. On a scale of 1-10, how happy are you at work?
21. What’s your least favorite part of your day-to-day at work?
22. What’s one thing you would recommend to improve our workplace culture?
23. Do you find your physical work environment productive? Is there anything preventing you from being productive?
24. Are you proud of the work you do here?
25. How are you feeling about your goals?
26. What’s one thing I can do right now to make work better for you?
27. Do you have any questions about what other team members are working on?
28. What do you need? What could make your day-to-day easier?
29. Do I have anything outstanding for you that I haven’t done yet?
30. On a scale of 1-10, how has my level of support/presence been over the past month?
31. Where do you need support right now?
32. What is everyone around me neglecting to share with me?
33. If I could improve one skill between this meeting and the next, which would you choose?
34. What’s everyone around me NOT telling me?
35. What “soft skills” do you think I excel at most? What can I work on?

1. What steps can I take right now to progress my career with the company?
2. If I could improve one skill between this meeting and next, which would you choose?
3. What mentorship opportunities are there available for me?
4. How can I improve my skills? What can I be reading? Where can I be taking classes?
5. How can I help train and support others in the team and company?
6. Who in the company do you think I can learn the most from?
7. Who are your mentors? Who inspires you?
8. What can I do to help improve the performance of the team?
9. Who on the team needs help? How can I support them better?
10. How are we progressing on our goals as a team?
11. What’s the next role you’re thinking of hiring for our team?
12. How can we improve the way our team works together?
13. Where do you think I should be focusing more of my attention?
14. What do you wish I took more ownership over?
15. What big changes are coming down the pipe in the next 6 months?
16. What’s worrying senior leadership right now?
17. What’s something you feel unclear about on my work?
18. Is my work quality above or below average?
19. How am I doing with [this specific thing]?
20. When’s the best time to get feedback on my work?
21. What do you wish I did less of? More of?
22. Do you feel like I’m a team player?
23. How do you define a successful one-on-one, a successful team meeting?
24. Do you think I contribute enough in team meetings?
25. What “soft skills” do you think I excel at most? What can I work on?
26. What’s an example of a situation I’ve handled well internally, a situation I’ve handled poorly?
27. Where do you think my communication can be improved?
28. What is everyone around me neglecting to share with me?
29. Am I giving enough feedback to my peers?
30. How can I get more involved in workplace culture?
31. What qualities are most important when you’re hiring for our team?
32. Are there any aspects of our culture you wish you could change?
33. What do you do to avoid burnout?
34. After a failure, what do you do to pick yourself up again?
35. What’s your biggest challenge as a people leader?

New 1:1

Questions

• What’s been the highlight of your week so far?
• What’s your go-to order at dinner?
• If someone comes into town, what’s your typical itinerary?
• What’re some hobbies you’ve always wanted to learn but never get started on?
• Among your friends, what’re you known for?
• Who do you feel like you look up to the most?
• What’s something you wish more people knew about you?
• What part of your job do you feel like you really actually like the most?
• What’s a trip you’ve taken that really stuck with you?
• Who had a bigger influence on you, your mom or dad?
• Was your household the kind where people yelled about things or hid things when there were issues?
• If you were me - what would you work on?
• If you were the CEO - what would you work on?
• If you could change 1-2 things about the team, what would it be?

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Official

Ways to Get

in Touch

Email - Mike@OfficialSalesTips.com

Cell - 505-506-4908

Templates - Tinyurl.com/GHLBio

Newsletter - Tinyurl.com/GHLBio

Calendar - Tinyurl.com/OfficialAcceleratorMeeting

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The Official Sales System