1-on-1 Sales Manager and Lead Generation Specialist Meeting Template

Coach and support your Lead Generation Specialist with this 1-on-1 meeting template.

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Meeting Scope
One on one
Department
Sales
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Tone of the meeting

🏆 Recent wins

What did you accomplish last week? Any specific wins you want to share?

🎉 New leads

List any new leads you’ve generated and how they came to be a lead.

🚦 Pipeline updates

Discuss any high-priority lead opportunities.

🌟 Insights

Discuss any new findings or learnings from the lead generation process.

❗️This week’s priorities

What are your priorities this week?

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