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.

Sales Meetings

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

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?

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>?

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

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

Anything else to write down?