Sales Skip-Level Meeting

Get to know your sales team better with skip-level meetings. These meetings promote transparency, builds relationships, and breaks up the usual flow of conversations or information.\n

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Department
Sales
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Tone of the meeting

🏢 Company

Ask questions to understand how they’re feeling about the company as a whole, including concerns, thoughts, or ideas.

What is your favourite part of the company?

What is your least favourite part of the company?

If there was one thing that you could “fix” in the company, what would it be?

When have you been disappointed with a decision that the company has made in the past?

👤 Management

Ask questions to understand how they’re feeling about management and their manager, including concerns, thoughts, or ideas.

Do you feel that your manager helps you reach your sales goals?

Do you feel you’re getting enough feedback from your manager?

When was the last time you had a conversation with your manager about your career? How did it go?

Do you feel that your manager invests in your growth as a BDR, Account Executive, Sales Manager, etc?

What’s the best part of working with <their manager>?

What’s the hardest part of working with <their manager>?

💬 Questions

List any questions that haven’t been covered or that come up throughout the meeting.

✅ Action Items

What came out of this meeting? What are your next steps?

📝 Notepad

Anything else to write down?

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