📄 Make sure you review any notes from previous check-ins.
⚠️ If there were any hesitations/ negatives – bring these up and see how they are getting on with them now/ if anything has changed or improved.
1.📊 More performance-orientated questions how they are getting on with processes/ what interviews and pipelines etc / What wins have they had with the team? 2.👥 Are you looking to hire into the team yet? 3.🔁 Go through referrals again, any notes?
📝 Notes:
All of the above / Address any negatives/ any client feedback anything they are struggling with / what they are enjoying the most
Go through processes and potential deals coming up – get them excited. If they are struggling, go through what they are struggling with / why / if they have spoken to any of their team internally regarding this, if they can get support etc.
Go through hiring for their team again. Where can you support them?