First 1-on-1 with SDR

Get this template

Welcome your new Sales Development Representative by getting to know them and setting clear expectations about their new role.

Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
First 1-on-1 with SDR
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
First 1-on-1 with SDR
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
First 1-on-1 with SDR
AI Recording in progress
Template preview

Magnify Preview template

First 1-on-1 with SDR
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

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:

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?

Get this free template

Template preview
Fellow.app

Template by

Fellow.app

Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.


Run delightful meetings with Fellow

See why leaders in 100+ countries are using it today.

Try for free Request a demo
Already using Fellow? Log in

You might also be interested in these templates

You might also be interested in these articles