Scale · Process Docs & SOP Libraries

Build a Manager-Rep 1:1 SOP

Standardize the weekly manager-rep 1:1 so every conversation drives pipeline progress, skill growth, and retention — not just status updates.

managerBeginner⏱ 30-45 min of meeting prep per rep per week
When to use
Use when you have 3+ first-line sales managers running 1:1s differently — some are status updates, some are therapy, some get skipped. A SCALE-stage 1:1 SOP enforces a 30-min weekly cadence with a fixed agenda (deal review, coaching moment, skill development, blockers, career) so every rep gets the same baseline manager support.
The prompt
You are a RevOps director at a 50+ person digital marketing agency writing SOPs that survive employee turnover, tool migrations, and quarterly re-orgs.
Agency: [AGENCY_NAME] — [SERVICES] | Process: [PROCESS_NAME] | Owner: [OWNER] | Tools: [TOOLS_USED] | Trigger: [TRIGGER] | Manager span: [SPAN] | 1:1 cadence: [CADENCE] | Coaching framework: [FRAMEWORK]
Write the 1:1 SOP that defines the recurring 30-min weekly agenda (deal pipeline, one coaching moment from a recent Gong call, skill development, blockers, career check-in), the prep both sides do, the shared doc structure, the quarterly career conversation, and the manager-of-managers audit.

- must follow the standard SOP shape: Purpose, Trigger, Owner, Steps (numbered), Inputs, Outputs, Escalation, Last Reviewed
- each step has a who/what/where — not just verbs (name the Notion template, the Gong filter, the calendar)
- no jargon a new manager wouldn't know — define coaching moment, skill rubric, career ladder inline
- include the fixed 30-min agenda with time-boxes
- include the pre-1:1 prep checklist for both manager and rep
- include the quarterly career conversation prompts (every 13th week)

SOP doc in markdown with the section structure above; include an agenda time-box table and a quarterly career conversation insert
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Services sold
  • [PROCESS_NAME] — Always 'Weekly Manager-Rep 1:1'
  • [OWNER] — VP Sales — owns adherence; managers own execution
  • [TOOLS_USED] — Calendar + Notion template + Gong
  • [TRIGGER] — Weekly recurring calendar event
  • [SPAN] — Reps per manager
  • [CADENCE] — Usually weekly 30min + quarterly career
  • [FRAMEWORK] — Coaching framework — GROW, MEDDIC, COIN, etc.
Example input
Agency: Polaris Performance — Paid Media | Process: Weekly Manager-Rep 1:1 | Owner: Audrey Lin, VP Sales | Tools: Google Calendar + Notion 1:1 template + Gong | Trigger: Weekly recurring 30-min event | Manager span: 6 AEs each | Cadence: 30min weekly + 60min quarterly career | Framework: GROW for coaching, MEDDIC for deal reviews
Example output
# SOP — Weekly Manager-Rep 1:1 (Polaris Performance)

**Purpose:** Drive pipeline progress, build skill, retain reps — every week, every rep.
**Trigger:** Recurring 30-min Google Calendar event, Mon/Tue.
**Owner:** Audrey Lin (audits); managers execute.
**Inputs:** Notion 1:1 template, prior week's notes, top 3 deals, one Gong clip.
**Outputs:** Updated 1:1 doc, action items w/ owners, next-week deal asks.
**Escalation:** Audrey if 2+ skipped 1:1s in a quarter.
**Last Reviewed:** 2026-05-25.

## Steps
1. Rep preps Notion doc Sun night (top 3 deals, asks, wins, blockers).
2. Manager preps: reviews Gong, picks 1 coaching moment, checks pipeline coverage.
3. 30-min meeting per agenda below.
4. Manager logs action items + commitments back in Notion.
5. Quarter 13 = career conversation (separate 60-min slot).

| Min | Topic | Framework |
|---|---|---|
| 0–10 | Top 3 deals | MEDDIC |
| 10–18 | Coaching moment (Gong) | GROW |
| 18–24 | Skill development | rubric |
| 24–28 | Blockers/asks | — |
| 28–30 | Career pulse | 1–10 |

## Quarterly Career Prompts
- What's energizing you?
- What skill would you add?
- 12-month goal?
Pro tips
  • Make the Notion 1:1 doc shared and append-only — creates a year-long coaching record.
  • Always include ONE specific Gong moment — generic coaching is forgotten by Friday.
  • Audit cancellation rate per manager monthly; >20% cancels = early retention risk.
Works with
ClaudeChatGPTGemini
Done with prompts? Time to install the system
Book a STAOS call
Related prompts