“Where does Alex need my help?”
Arrive knowing what changed—and what you promised.
Alex shared that security is still the blocker. In your last 1:1, you offered technical support. Make that the first conversation.
Your meeting notes + an update shared with you
Your commitment
Find a technical specialist for Northstar.Last 1:1 · Monday
Alex’s update
“Still waiting on the security review.”Slack · #sales-team
A useful first question
“What do you need me to unblock?”Suggested question
“What are we treating as certain?”
Bring the evidence to the conversation. Leave room for the unknowns.
The record has a Friday close date, but your review notes still list security as open. Confirm the milestone before accepting the date.
Two sources. One question worth asking.
In the CRM
Expected close: Friday.HubSpot · shared record
In your review
Security approval is still outstanding.Your meeting notes
Still to confirm
When is the customer’s security review?Not yet established
“What did I say I would do?”
Be the manager who closes the loop.
Start with your own commitments: technical support for Alex, and a proposal review for Jordan. Prepare the next step; review it before sending.
From meetings you attended
For Alex
Find a technical specialist for Northstar.1:1 · Monday
For Jordan
Review the proposal before Thursday.Deal review · Tuesday
Draft for your review
“Alex, I’m following up on technical support…”Draft only · nothing sent