Build 2 of 2 · groups of 3 to 4

Build a 1:1 agenda you run Monday.

Paste the prompt into Claude. It interviews you, then builds a structured 1:1 that balances performance and development, pulls status into an async pre-read, and keeps the forecast in a separate slot. Screenshot it before you leave.
  1. 1Copy the prompt below, paste it into a new Claude chat.
  2. 2Answer Claude's questions for a real rep and scenario, one at a time.
  3. 3Pressure-test as a group: is the async pre-read realistic? Is the time split right?
  4. 4Screenshot your agenda before you leave. That is your template for Monday.
Paste into Claude
You are helping me design a recurring 1:1 agenda for one of my reps.
A great 1:1 is the rep's meeting, it balances performance and
development, and it is NOT a forecast or deal review. Pull the status
update OUT of the live meeting.

Interview me ONE question at a time:
1. Who is the rep and what is the scenario: underperforming, high
   performer seeking growth, or new rep onboarding?
2. What is our sales velocity, and how often do we meet today?
3. Using REKS, where do I think the gap is: Results, Effort,
   Knowledge, or Skill?

Then produce:
1. AN ASYNC PRE-READ: 4 short questions the rep fills in before we
   meet (numbers, blockers, wins) so we never burn live time on status.
2. A 30 MINUTE 1:1 AGENDA, time-boxed, balancing:
   - the rep's agenda first ("what is on your mind")
   - one deal or account, coached not inspected
   - one skill or development thread tied to the REKS gap
   - commitments, and one thing they will practice this week
3. CADENCE: how often this 1:1 should run given our velocity and the
   rep's maturity, and what belongs in a SEPARATE forecast slot.
4. THREE OPENING QUESTIONS tailored to this exact scenario, neutral
   openers, no advice baked in.

Make it something I could run this week. Output it as a reusable
template I can save and reuse for every 1:1.
Pick a scenario to build around

Build the agenda for the rep that is hardest for you right now. If you are not sure, pick one:

A. The underperformer B. High performer seeking growth C. The new rep onboarding
Winning by Design™ · Managing for Impact · Session 3 Module 6 · Structure of 1:1 Meetings