Sale Coaching — One on Ones Equal Three!

October 27, 2011

By Ken Eiken

Like most most of you, I look forward to One on Ones, both with my boss and with my direct reports. Salespeople are busy, so having an opportunity to take a “break in the action” to update each other on activities, get / give advice on a project and build relationships is always welcome. Additionally, I have found that slightly formalizing the process makes these meetings more effective.

The thing to remember with Regular One on Ones is that they exist FOR THE EMPLOYEE. You do not want to use the One on One as an information

No matter where it happens, one on ones are important!

presentation or individual “staff” meeting. That is why you have regular staff meetings… right? Thus, I always have my direct reports prepare the agenda for their meeting. Of course, I generally bring a few items to the meeting, but overall, my expectation is that my sales person will drive the meeting. Don’t forget, if you haven’t had your employees set their own agenda for these meetings in the past, you will need to coach them on effective use of this time together.

Here are the minimum items that should be on the salesperson’s One on One agenda:

· Progress towards achievement of Annual Performance Goals
· Current and Upcoming Projects (Proposals / Prospects / Customer Visits / etc)
· Roadblocks / Areas of concern
· Any additional discussion points

It is up to you, the sales leader, to determine if you want to see the agenda items before the meeting (if so, make sure your team knows that expectation). Personally, I prefer NOT to have agenda items in advance – the spontaneity of the meeting makes it more of a “brainstorming” session than a performance review. Obviously, the sales person does need to provide the agenda ahead of time if I need to prepare for our discussion. I’m not advocating a particular approach, just follow the protocol that is most appropriate for your leadership style and your organization’s culture.

Another important aspect of the Regular One on One is duration and frequency of the meeting. In general, the more often you meet, the shorter the meeting and vice versa.

Ken specializes in turning around underperforming sales teams through effective leadership. His methodology includes coaching and mentoring, creating and implementing sales process and fostering teamwork between the sales and operational teams. Feel free to contact Ken at ken@k2econsulting.com or 720-921-5493.

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