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Sales Skip-Level Meeting Template

Sales skip-level meetings allow leaders to get to know their sales team better, and break up the usual flow of conversation or information.

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What’s inside this Sales Skip-Level Meeting Template:

1🏢 Company

Ask questions to understand how they’re feeling about the company as a whole, including concerns, thoughts, or ideas.

  • What is your favourite part of the company?
  • What is your least favourite part of the company?
  • If there was one thing that you could “fix” in the company, what would it be?
  • When have you been disappointed with a decision that the company has made in the past?

2👤 Management

Ask questions to understand how they’re feeling about management and their manager, including concerns, thoughts, or ideas.

  • Do you feel that your manager helps you reach your sales goals?
  • Do you feel you’re getting enough feedback from your manager?
  • When was the last time you had a conversation with your manager about your career? How did it go?
  • Do you feel that your manager invests in your growth as a BDR, Account Executive, Sales Manager, etc?
  • What’s the best part of working with <their manager>?
  • What’s the best part of working with <their manager>?

3💬 Questions

List any questions that haven’t been covered or that come up throughout the meeting.

4✅ Action Items

What came out of this meeting? What are our next steps?

5📝 Notepad

Anything else to write down?

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Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • 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.”

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    Head of Customer Success, KeepTruckin

    “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.”

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    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
    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.

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