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Sales 1:1 & Career Template
How to have a meaningful 1:1s
1:1 Overview
Career Template
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Career Template
My Career Goals
List out all future goals here
Goal
Timeline
Why?
Development Plan
Notes
Goal
Timeline
Why?
Development Plan
Notes
1
Become a manager
2 years
I enjoy sharing my learnings with other reps; I want to make a bigger impact to the company
Take over a team meeting once a quarter and organize topics
Mentor new hires as needed
Open
2
Get promoted to “Senior”
1 year
I’d love to move to the next stage of my career after showing that I’ve mastered my current role
Hit quota consistently as well as other KPIs
Add value in team meetings by sharing best practices
Offer to optimize processes for the team
Open
There are no rows in this table
Quarterly Check-in
Each career 1:1, check in on how you’re progressing with your goals above.
Date
Goal
Updates
Progress Made
Notes
Date
Goal
Updates
Progress Made
Notes
1
5/5/2024
Become a manager
000
47
Open
2
5/5/2024
Get promoted to “Senior”
000
Open
There are no rows in this table
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