Scale · Manager 1:1 & Coaching Frameworks

Build a Weekly Manager-Rep 1:1 Agenda

Generate a repeatable 30-minute weekly 1:1 agenda that works across your entire agency sales team.

managerfounderBeginner⏱ 2-3 hours per quarter of agenda drift
When to use
Use when you're a sales manager or agency founder running weekly 1:1s with 3+ reps and want one consistent agenda you can reuse for every person. Especially useful if your current 1:1s drift into status updates instead of coaching. Run once and reuse weekly.
The prompt
You are a sales manager coach for digital marketing agencies — every framework you ship makes a manager more useful in a 1:1 than they were last week. You design SYSTEMS managers run across many reps, not one-off conversations.
Rep: [REP_NAME] | Tenure: [REP_TENURE] | Quota attainment: [QUOTA_ATTAINMENT] | Pipeline state: [PIPELINE_STATE] | Service mix: [SERVICE_MIX] | Recent inputs: [RECENT_DEAL_LIST]
Build a weekly 30-minute 1:1 agenda this manager can run with [REP_NAME] every week — and reuse with every other rep on the team. Optimize for coaching, not status reporting.

- Structured 30-minute agenda with section timings
- Rep talks first in each section; manager listens before reacting
- No status-update theater — pipeline data is read async before the meeting
- End with ONE clear commitment from rep + ONE coaching note from manager
- Must be reusable across reps of any tenure

Output as a table: Time | Section | Who Leads | Prompting Questions | Output. Below the table, include a 3-bullet 'How to run this every week' SOP for the manager.
Variables
  • [REP_NAME] — Sales rep's first name
  • [REP_TENURE] — How long the rep has been on the team (e.g. 8 months)
  • [QUOTA_ATTAINMENT] — Current quarter attainment %, e.g. 72%
  • [PIPELINE_STATE] — 1-sentence pipeline summary (e.g. 'thin top, strong middle')
  • [SERVICE_MIX] — What services rep sells (SEO, paid, web, retainers)
  • [RECENT_DEAL_LIST] — 3-5 active or recently lost deals worth discussing
Example input
Rep: Maya | Tenure: 11 months | Quota attainment: 68% | Pipeline state: enough volume, weak qualification | Service mix: SEO retainers + paid media | Recent inputs: Brightline Roofing (stalled in legal), Northside Dental (verbal yes, no signature), Mercer Apparel (lost to in-house hire)
Example output
Weekly 1:1 — Maya | 30 min

| Time | Section | Who Leads | Prompting Questions | Output |
|---|---|---|---|---|
| 0-3 | Personal check-in | Rep | How are you arriving today? | Mood baseline |
| 3-10 | Wins + learning moment | Rep | What worked this week? What surprised you? | 1 win, 1 lesson |
| 10-20 | Deal triage (pre-read pipeline) | Rep | Brightline, Northside, Mercer — what's the real blocker on each? | Next step + owner per deal |
| 20-26 | Skill of the week | Manager | I noticed qualification is the leak — let's role-play Mercer's first call | Live rep practice |
| 26-29 | One commitment | Rep | What will you do differently before next Friday? | Single written commitment |
| 29-30 | Coaching note | Manager | Here's what I'm watching for next week | One sentence |

How to run this every week:
- Send rep the pipeline view 24h before — no status updates in the room
- Manager writes the 'skill of the week' from the prior week's call review
- Log the commitment in the CRM note so next week's 1:1 starts with accountability
Pro tips
  • Block the same time slot every week — moving 1:1s signals they're optional
  • Keep a running doc per rep so you can see commitment-to-followthrough patterns over a quarter
  • If a rep brings status updates, redirect: 'I read the pipeline — what's the human blocker?'
Works with
ClaudeChatGPTGemini
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