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Sales Management: I would like to hold weekly one-to-one meetings with my telesales team. What structure and questions deliver the best results?
BK
BK
Brian Klem, I help patient care centered healthcare start-ups. answered:

First, I think it's a great move to have weekly, never miss one to ones. Daily meetings are too much and only meeting monthly or quarterly is not enough.

You should have a performace dashboard with each person. For telesales, I prefer the main metric being closed sales or qualified referrals to a senior sales person, depending on your business model.

Next, set up the meeting structure. There are four components. 1. what was accomplished last week. 2. what are the goals for next week. 3. what decisons or discussion items are there. 4. what are red flag issues that need to be brought to your attention.

Using a tool like Google docs is great because: 1. you can create a running list of meeting notes (great for reflection at performance review time). 2. the document is highly editable and auditable.

Require your direct reports to update the document by 5 pm the day before your scheduled meeting.

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