Ask The Right Questions

Coaching Program: Weekly 1:1s

Template by Katie Johnson, Sales Director @ ROOM

Questions
1. What is your deal forecast for the month? How are you
pacing towards that number?

2. Do you have any updates on substantial opportunities or

key calls since we last met?

3. How does the week ahead look in terms of scheduled calls

and activity? Are you behind or ahead of where you need to
be?

4. What roadblocks do you have that I can help with?

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Employee: [insert employee name]

Manager notes for next session

[fill in]

[fill in]

[fill in]

[fill in]
Objective: [insert key objective for employee]

Why to ask this question

Place responsiblity on your team members to understand their own
progress towards goals. Asking this question regularly helps to
internalize the number for them, and makes sure that you are able to
proactively jump in to help before a slow week ends up impacting your
overall
Based onnumber.
upcoming game-changers, brainstorm ideas for next steps and
talk tracks. This is the basis for your action plan, which both you and
your team member should have access to. Use the action plan to hold
them accountable.
Lay the groundwork for a list of action items that you and your team
member have access to. Hold them accountable to the actions they
commit to, and have them do the same for you.

Stay focused on what is blocking your team member from reaching their
goals, then jump in to help or guide them around that obstacle. Add
these items to the action plan so you're both on the same page!
Measurement: [insert KPIs to track for success]