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?