Presales Best Practices: Preparing for One-on-One’s
Hey presales managers… the right prep work makes your 1:1’s far more effective. 🤝 🙌
First, you need to know the basics on your SEs/SAs/SCs:
✅ Presales pipeline (what deals are they working on and current statuses)
✅ Presales warning signs and blockers (where are the problems)
✅ Utilization (do they have bandwidth or are they overloaded)
✅ Performance metrics (how are they doing)
✅ Presales activities (what are they doing)
✅ Calendar (how’s this week/month looking so far)
Review all that in your presales management solution (like Homerun Presales) BEFORE your 1:1.
Now you know how much agenda time to allocate to the good, the bad, and the ugly. 🙂 😬 😱
For example, time for reviewing deals that are struggling and finding ways to course-correct and unblock them.
Most importantly, you know how to adjust your 1:1 agenda to give yourself plenty of time for all the amazing coaching, mentoring, and career planning that you want to do with your SE/SA/SC. 👍 😀
As they say, failing to prepare for your 1:1’s is preparing to fail in your 1:1’s.
❌ Don’t just be 'a' presales manager...
✅ Be a GREAT presales manager!
Do you want prepare better for your 1:1’s and become a great presales manager? Talk to one of our presales experts about about how Homerun can help. Click here to get started!
