Expand and collapse the bullets below to see a template to follow for each meeting. For the next meeting, just copy and paste the folded 1:1 Notes and change the date!
1:1 Notes for
@Evan Davies
-
Apr 1, 2020
Topics
Go over quota
Feedback on new product launch
Offsite travel plans
Goals
Encourage Brian to do at least 5 product demos this week
Pass feedback from Adam to product team about new launch
Notes
Feedback about quotas
Brian is feeling a bit stressed about the new sales quotas
Offsite planning
Looking forward to connecting with new AEs at the offsite
Action Items
Add an Action Item
Item
Date
Owner
Item
Date
Owner
1
Add myself to HR planning meeting this week
4/1/2020
Polly Rose
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1:1 Notes for
@Evan Davies
-
Mar 25, 2020
Topics
Go over quota
Feedback on new product launch
Offsite travel plans
Goals
Encourage Brian to do at least 5 product demos this week
Pass feedback from Adam to product team about new launch
Notes
Feedback about quotas
Brian is feeling a bit stressed about the new sales quotas
Offsite planning
Looking forward to connecting with new AEs at the offsite
Action Items
Add an Action Item
Item
Date
Owner
Item
Date
Owner
1
Send deck for kickoff meeting to sales team
3/25/2020
Evan Davies
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1:1 Notes for
@Evan Davies
-
Mar 18, 2020
Topics
Go over quota
Feedback on new product launch
Offsite travel plans
Goals
Encourage Brian to do at least 5 product demos this week
Pass feedback from Adam to product team about new launch
Notes
Feedback about quotas
Brian is feeling a bit stressed about the new sales quotas
Offsite planning
Looking forward to connecting with new AEs at the offsite