VP Sales & Manager Check-in

November 16, 2022

VP Sales & Manager Check-in

VP Sales & Manager Check-in

Recap & follow-up

  • Actions agreed at the last check-in
  • Status of those actions
  • If actions are carrying over, what is the blocker?


  • What is our forecast for the quarter? What has changed since last check-in?
  • What have we booked quarter-to-date?
  • Which are the largest deals that may swing the forecast? How can we work together to get them over the line?
  • Do we have any major customers at risk of churn? Which actions can we take to intervene?


  • Did we win or lose any major customers since our last check-in that I should know about?
  • Are we seeing any new competitors in live or recently closed deals or any new messaging from existing competitors?


  • If there is any open headcount, what’s the status on the hiring pipeline?
  • Do we have reps with flight risk? What can be done to mitigate it?
  • What does rep-level attainment look like? Are any reps struggling? Which coaching steps can we take to help them get back on track?
  • How is the mood in the team? Are there any concerns or blockers we need to discuss?

Professional Development

  • Check in with progress from the last professional development discussion
  • Does the manager need any help in reaching their goals?

Break through the noise and make some of your own.

We’re ready to help you take your next pitch to the next level!