Build a Rep-Level Weekly Self-Report Template

You are a sales rep at a digital marketing agency. You self-report weekly to your manager before your 1:1.
Agency: [AGENCY_NAME] — [SERVICES] | Reporting period: weekly | Audience: your sales manager | KPIs: [KPIS] | 1:1 cadence: [CADENCE]
Design a rep weekly self-report TEMPLATE that the rep fills in before their 1:1, so the meeting is coaching not status.

- Rep can complete in 15 min max
- Must include 'What's the action?' — what the rep wants help with this week (max 2 items)
- Must include 1 honest self-reflection question
- No vanity activity bragging

Markdown template with: (1) My week in one sentence, (2) Numbers (KPI table self-filled), (3) Top 2 deals I want to work on together, (4) One thing I tried that didn't work, (5) Skill I want to get better at, (6) What's the action? — 2 coaching asks. 1-line prompt per section.

• [AGENCY_NAME] — Your agency name
• [SERVICES] — Service lines you sell
• [KPIS] — Rep-level KPIs, e.g. meetings, proposals, MRR closed
• [CADENCE] — How often you 1:1, e.g. weekly Mondays

AGENCY_NAME: Northwind Digital | SERVICES: SEO + content retainers | KPIS: meetings held, proposals out, MRR closed, pipeline added | CADENCE: weekly Mondays

# Self-Report — [Rep] — Week of [DATE]

## My week in one sentence
_Honest one-liner. Good week, bad week, why._

## Numbers
| KPI | Target | Actual |
|---|---|---|
| Meetings held | 6 | __ |
| Proposals out | 3 | __ |
| MRR closed | $5k | __ |
| New pipeline | $25k | __ |

## Top 2 deals I want to work on together
1. _Deal — stage — what I'm stuck on_
2. _Deal — stage — what I'm stuck on_

## One thing I tried that didn't work
_Specific: a talk track, a follow-up cadence, an objection response._

## Skill I want to get better at
_Discovery? Pricing convo? Multithreading? Pick one._

## What's the action? — Asks for coaching
1. _Specific coaching ask_
2. _Specific coaching ask_

• If the rep ever writes 'nothing didn't work', push back — they're not being honest.
• Manager reads it BEFORE the 1:1 and walks in with 2 questions, not 10.
• Track 'skills I want to get better at' over a quarter to spot patterns and run team-wide training.