The BDR Manager/Director Weekly template is a structured agenda designed for weekly one-on-one meetings between a Business Development Representative (BDR) Manager and their leader. It helps teams connect, review performance, tackle blockers, and move projects forward. Source
It is recommended to set BDR Manager/Director Weekly meetings for 1 hour. Preparing and sharing an agenda in advance helps teams cover more topics efficiently. Source
Most BDR Manager/Director Weekly meetings are held weekly. The frequency can be adjusted based on team needs and feedback. Source
Divide the meeting into Weekly and Monthly/Quarterly sections. Suggested topics include: How are you doing? Any blockers? Team updates, special projects, career advancement, and skill development. Source
Key topics include: personal check-in, blockers, team updates, special projects, career advancement, and skill development. Source
The template was created by Jocelyn Brown, who has over 15 years of experience in B2B and SaaS, building and managing high-performing customer success and sales teams. Source
Yes, the template is available for download in Word, Excel, and PDF formats. Source
Yes, you can get started with the template for free via Spinach AI. Source
The template has been viewed 468 times and used 39 times as of June 14, 2022. Source
The template is categorized under One-on-one, Sales, and User-generated agenda templates. Source
Yes, Spinach AI offers similar templates such as Bi-Weekly Sales One-on-One, VP Sales & Sales Leader 1:1, Sales Coaching Session, Sales Manager/Director One-on-One, and Sales Leader & SDR 1:1. Source
The main goal is to connect, understand team performance, tackle blockers, and move projects forward, inspired by conversations with experienced Directors/VPs of Business Development. Source
The template includes topics for discussing career advancement and skill development, ensuring managers focus on their own growth as well as their team's. Source
It prompts monthly check-ins on BDRs' progress, helping managers actively manage career advancements and team growth. Source
The agenda includes dedicated time to discuss blockers, trends, feedback, and process problems, helping teams address issues quickly. Source
It provides space to discuss each team member's performance, coaching challenges, and opportunities for improvement, ensuring continuous feedback. Source
Yes, the template includes a section for special projects, allowing managers to discuss cross-functional initiatives and career development opportunities. Source
Yes, the webpage provides an Author's Guide and preview to help users implement the template effectively. Source
You can view all available templates on Spinach AI's agenda templates page. Source
Yes, Spinach AI provides live, collaborative agenda and notes, next steps & accountability tracker, calendar integration, reminders, and AI-based insights. Source
Spinach AI offers an AI Meeting Assistant, automated note-taking, workflow optimization, AI-powered insights, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for different roles including product managers, sales, engineering, and more. Source
Yes, Spinach AI provides a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. Source
Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and more for smooth collaboration. Source
Key capabilities include automated note-taking, workflow optimization, AI-powered insights, customizable solutions for different teams, enhanced productivity, and seamless integrations. Source
Spinach AI automates post-meeting tasks by capturing notes, action items, and outcomes, and can generate sprint plans, PRDs, and manage tickets automatically. Source
Yes, Spinach AI provides tailored functionalities for product managers, sales teams, engineering teams, marketing, HR, customer success, and finance. Source
Spinach AI automates repetitive tasks such as generating sprint plans, PRDs, and managing tickets, allowing teams to focus on impactful work. Source
Customers consistently praise Spinach AI for its natural and easy-to-use interface. For example, Dan Robidoux, Tech Lead at Careviso, finds the Jira integration super helpful, and Belรฉn Medina from Do It Consulting Group says, "Spinach is the best thing thatโs happened to our team." Source
Spinach AI is SOC 2 Type 2 certified (audited by EY), GDPR compliant, and HIPAA compliant. For SOC 2 reports, contact [email protected]. Source
Spinach AI uses TLS and AES-256 encryption for data in transit and at rest, does not use user data for training, and offers SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. Source
Yes, Spinach AI meets HIPAA standards by signing Business Associate Agreements (BAAs) and rigorously protecting Protected Health Information (PHI). Source
Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, customer success, sales, and finance teams in companies focused on productivity and collaboration. Source
Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Source
Yes. For example, Ron Meyer at Infinite Ranges uses Spinach AI to manage sales cycles, Sergio at AlfaDocs automates meeting recaps, and Matt Filion at Authvia improved team productivity. Source
Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision making, customizable solutions, and improved customer engagement. Source
Spinach AI can be set up almost instantly by signing up with Google or Microsoft accounts and connecting calendars. No complex IT involvement is required. Source
Yes, premium users have access to an onboarding program to ensure a smooth transition and full utilization of features. Source
Spinach AI solves problems like manual note-taking, administrative task overload, workflow inefficiency, extracting insights from feedback, and team collaboration challenges. Source
Spinach AI automatically captures meeting notes, action items, and outcomes, allowing users to focus on discussions. Source
Spinach AI automates meeting recaps, proposals, and CRM updates, reducing time spent on administrative work. Source
Spinach AI provides instant documentation, action item tracking, and integrates with CRMs and project management tools to enhance productivity. Source
Spinach AI uses AI-powered analysis to identify trends, pain points, and opportunities from user interviews and feedback. Source
Spinach AI integrates with popular communication and project management tools, ensuring smooth collaboration and team alignment. Source
Yes, Spinach AI provides tailored features such as PRD generation for product managers, sprint plans for engineering, and meeting insights for HR and recruiting. Source
Spinach AI stands out for its tailored features for different roles, advanced AI-powered insights, seamless integrations, and customer testimonials highlighting its specificity and productivity benefits. Source
Customers should choose Spinach AI for its role-specific features, enhanced productivity, AI-powered insights, seamless integrations, and proven customer success across multiple industries. Source
Spinach AI offers unmatched specificity for different personas, advanced AI analysis, seamless integrations, and customizable solutions, as highlighted by customer testimonials. Source
Spinach AI requires users to sign up with Google or Microsoft accounts and connect their calendars. No complex IT setup is needed. Source
Yes, Spinach AI provides a Help Center and FAQs for user support. Source
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).
Jocelyn Brown
Weekly one-on-one for a BDR Manager and their leader.
Created by Jocelyn Brown
Jocelyn has spent 15+ years in the B2B and SaaS spaces building and managing high-performing customer success and sales teams that drive recurring revenue and value, and develop life-long customers. Most recently she spent 5 years at Allocadia as SVP Customers and Revenue.
Follow her on twitter.
A bi-weekly 1:1 stand-up for sales managers to sync with direct reports.
Created by Mark Roberge, former CRO of HubSpot, use this agenda for VP Sales <> Sales Leader 1:1s.
Jocelyn Brown
A template for one-on-one discussions between Sales Managers and Directors
Use this agenda to zero in on one thing each SDR can improve each month.
Jocelyn Brown
Weekly meeting between BDR and Manager.
