Performance Improvement Plan (PIP) Meeting Template
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First 1-on-1 with SDR
Get this templateWelcome your new Sales Development Representative by getting to know them and setting clear expectations about their new role.
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Today @ 10:30 - 11 AM
First 1-on-1 with SDR
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First 1-on-1 with SDR
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What’s inside this First 1-on-1 with SDR:
1👋 Welcome to the team
We’re excited to have you on the team. Here are some things that stood out to us during your interview process:
2🚀 Onboarding feedback
How is your first week going so far? Do you have any feedback or questions about the onboarding process?
3👥 1-on-1s
Some expectations for our upcoming 1-on-1s.
- Cadence
- Purpose
- Agenda
4💬 About your manager
Here are some things that might help you get to know me better:
- Communication style
- Past experience
- Hobbies
5👤 About you
Before we start working together, I’d like to learn the same things about you:
- Communication style
- Past experience
- Career goals
- Hobbies
6💰 Sales team + Activities
Let’s do a deep dive into our team goals.
- Sales team overview (team members, dynamic)
- Revenue targets
- Sales activities / KPIs
- Other sales initiatives to be aware of
7❓ Questions
Any questions about the sales team, your role/goals/initiatives, onboarding, or anything else on your mind?
