Blog

Homerun

March 15, 2023

-

4 min read

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!

Latest articles

Ready to make presales your unfair advantage?

One workspace, one team. Give everyone the clarity to work together, move faster, and win more.

Dashboard screenshot of CrowdLogic 40TEUs RDS Evaluation Plan showing 15 total tasks, with 3 not started and 9 complete, listing module use cases including getting approval to initiate a POV and creating the evaluation plan.