The Bi-Weekly Sales One-on-One template is a structured agenda designed for sales managers and their direct reports to sync every two weeks. It helps teams zoom out from daily tasks to discuss progress, challenges, professional development, and future goals. The template includes sections for retrospectives, pipeline discussions, and career development, ensuring clarity and preparation for each meeting. Learn more.
You can use the template directly in Spinach AI's free app, which offers live collaborative agendas, notes, accountability tracking, calendar integration, reminders, and AI-based insights. Alternatively, you can download the template in Word, Excel, or PDF format from the template page. Access the template here.
Recommended topics include: reviewing deliverables from the previous period, icebreakers, discussing best practices and blockers, identifying areas where the manager can help, pipeline and metrics review, important updates, professional development, and ongoing skill improvement. The template provides nine specific discussion points to guide each meeting. See full list.
The meeting is typically divided into three main sections: 1) Retrospective on the last two weeks, 2) Looking ahead to upcoming goals and challenges, and 3) Professional development. Each section includes prompts and questions to ensure a comprehensive discussion. Learn more.
It is recommended to schedule bi-weekly sales one-on-ones for one hour. Preparing and sharing an agenda in advance can help make the meeting more efficient and productive.
As the name suggests, these meetings are typically held every two weeks. However, the frequency can be adjusted based on team needs and feedback from participants.
Spinach AI provides automated note-taking, action item tracking, and workflow optimization for sales teams. It captures meeting notes, generates follow-ups, integrates with CRMs, and provides AI-powered insights to help sales professionals close deals faster and focus on strategic discussions. Learn more.
Yes, Spinach AI integrates with popular tools such as Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, enabling seamless collaboration and workflow automation across teams. See integrations.
Yes, Spinach AI offers a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API provides advanced capabilities for generating and managing transcripts and AI-generated summaries. Learn more.
Spinach AI is designed for a wide range of professionals and teams, including sales, product management, engineering, project management, marketing, HR, recruiting, customer success, and finance. It is especially valuable for teams seeking to automate administrative tasks, improve meeting productivity, and enhance collaboration. See all use cases.
Spinach AI addresses common pain points such as manual note-taking during meetings, time-consuming administrative tasks, and difficulty tracking action items. For example, Ron Meyer, Alliance Executive at Infinite Ranges, shared that Spinach AI helps manage sales cycles by capturing action items and next steps without interrupting the conversation. Read testimonials.
Yes. Ron Meyer, Alliance Executive at Infinite Ranges, reported that Spinach AI has been a lifesaver for managing sales cycles, allowing him to focus on customer solutions instead of note-taking. Other customers, such as Matt Filion from Authvia, have noted significant improvements in team organization and efficiency. See more success stories.
Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. The platform uses TLS and AES-256 encryption, supports SAML SSO, SCIM, admin controls, and custom data retention policies. User data is never used for training. For more details or to access the SOC 2 report, contact [email protected] or visit the security page.
Spinach AI is designed for quick and easy setup. Users can sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium users receive onboarding support to ensure a smooth transition. Learn more.
Spinach AI offers priority support and a dedicated customer success manager for premium plans, as well as an onboarding program to help new users integrate the platform. All customers have access to the Help Center for FAQs and troubleshooting.
Spinach AI provides priority support for premium plans, a dedicated customer success manager, and an onboarding program to assist with maintenance, upgrades, and troubleshooting. The Help Center offers guides and best practices for all users. Visit the Help Center.
Customers consistently praise Spinach AI for its intuitive and user-friendly design. For example, Dan Robidoux, Tech Lead at Careviso, described Spinach AI as "so natural and easy to use," and highlighted the helpful Jira integration. Belén Medina from Do It Consulting Group said, "Spinach is the best thing that’s happened to our team. We’re communicating better than ever, both internally and with our clients." Read more testimonials.
Spinach AI is used by organizations in sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See customer stories.
Spinach AI can be set up almost instantly. Users simply sign up with their Google or Microsoft account, connect their calendars, and start using the platform right away. Premium users benefit from an onboarding program for a smooth transition. Learn more.
Spinach AI offers an onboarding program for premium users, a dedicated customer success manager, priority support, and a comprehensive Help Center to ensure customers have all the resources needed to get started and adopt the platform effectively. Visit the Help Center.
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
The Bi-Weekly Sales One-on-One template is a structured agenda designed for sales managers and their direct reports to sync every two weeks. It helps teams zoom out from daily tasks to discuss progress, challenges, professional development, and future goals. The template includes sections for retrospectives, pipeline discussions, and career development, ensuring clarity and preparation for each meeting. Learn more.
You can use the template directly in Spinach AI's free app, which offers live collaborative agendas, notes, accountability tracking, calendar integration, reminders, and AI-based insights. Alternatively, you can download the template in Word, Excel, or PDF format from the template page. Access the template here.
Recommended topics include: reviewing deliverables from the previous period, icebreakers, discussing best practices and blockers, identifying areas where the manager can help, pipeline and metrics review, important updates, professional development, and ongoing skill improvement. The template provides nine specific discussion points to guide each meeting. See full list.
The meeting is typically divided into three main sections: 1) Retrospective on the last two weeks, 2) Looking ahead to upcoming goals and challenges, and 3) Professional development. Each section includes prompts and questions to ensure a comprehensive discussion. Learn more.
It is recommended to schedule bi-weekly sales one-on-ones for one hour. Preparing and sharing an agenda in advance can help make the meeting more efficient and productive.
As the name suggests, these meetings are typically held every two weeks. However, the frequency can be adjusted based on team needs and feedback from participants.
Spinach AI provides automated note-taking, action item tracking, and workflow optimization for sales teams. It captures meeting notes, generates follow-ups, integrates with CRMs, and provides AI-powered insights to help sales professionals close deals faster and focus on strategic discussions. Learn more.
Yes, Spinach AI integrates with popular tools such as Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, enabling seamless collaboration and workflow automation across teams. See integrations.
Yes, Spinach AI offers a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API provides advanced capabilities for generating and managing transcripts and AI-generated summaries. Learn more.
Spinach AI is designed for a wide range of professionals and teams, including sales, product management, engineering, project management, marketing, HR, recruiting, customer success, and finance. It is especially valuable for teams seeking to automate administrative tasks, improve meeting productivity, and enhance collaboration. See all use cases.
Spinach AI addresses common pain points such as manual note-taking during meetings, time-consuming administrative tasks, and difficulty tracking action items. For example, Ron Meyer, Alliance Executive at Infinite Ranges, shared that Spinach AI helps manage sales cycles by capturing action items and next steps without interrupting the conversation. Read testimonials.
Yes. Ron Meyer, Alliance Executive at Infinite Ranges, reported that Spinach AI has been a lifesaver for managing sales cycles, allowing him to focus on customer solutions instead of note-taking. Other customers, such as Matt Filion from Authvia, have noted significant improvements in team organization and efficiency. See more success stories.
Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. The platform uses TLS and AES-256 encryption, supports SAML SSO, SCIM, admin controls, and custom data retention policies. User data is never used for training. For more details or to access the SOC 2 report, contact [email protected] or visit the security page.
Spinach AI is designed for quick and easy setup. Users can sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium users receive onboarding support to ensure a smooth transition. Learn more.
Spinach AI offers priority support and a dedicated customer success manager for premium plans, as well as an onboarding program to help new users integrate the platform. All customers have access to the Help Center for FAQs and troubleshooting.
Spinach AI provides priority support for premium plans, a dedicated customer success manager, and an onboarding program to assist with maintenance, upgrades, and troubleshooting. The Help Center offers guides and best practices for all users. Visit the Help Center.
Customers consistently praise Spinach AI for its intuitive and user-friendly design. For example, Dan Robidoux, Tech Lead at Careviso, described Spinach AI as "so natural and easy to use," and highlighted the helpful Jira integration. Belén Medina from Do It Consulting Group said, "Spinach is the best thing that’s happened to our team. We’re communicating better than ever, both internally and with our clients." Read more testimonials.
Spinach AI is used by organizations in sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See customer stories.
Spinach AI can be set up almost instantly. Users simply sign up with their Google or Microsoft account, connect their calendars, and start using the platform right away. Premium users benefit from an onboarding program for a smooth transition. Learn more.
Spinach AI offers an onboarding program for premium users, a dedicated customer success manager, priority support, and a comprehensive Help Center to ensure customers have all the resources needed to get started and adopt the platform effectively. Visit the Help Center.
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
A bi-weekly 1:1 stand-up for sales managers to sync with direct reports.
Get started with this template (Free!)
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