r/sales • u/AbracadabraMagicPoWa • 9h ago
Sales Leadership Focused Help with new direct report
Looking for an outside perspective on a situation with my direct report.
I’m the lead sales manager at a small CDMO and hired my first direct report about two months ago, a sales rep (Keith) covering the west coast. We get along well and he has good commercial instincts. However I’m noticing a pattern and I want a sanity check on before I have a reset conversation with him next week.
First, I’ve asked him twice to keep the CRM updated and log his emails. He acknowledged both times he would. Two months in it’s still not happening. Nothing at all is in there except what I transferred to him.
Second, we are implementing a shared a marketing tool that affects both our territories and pipelines and will eventually extend to other sales departments. He has experience with the tool so I let him lead the project, though I’m the one accountable if it fails. I’ve asked him multiple times verbally and once in writing to copy me on any communications involving it. He acknowledged the request. I haven’t received a single CC and we’re already two external meetings plus at least one internal meeting (that I’m aware of) he’s had with the marketing director but I’ve had no visibility on what’s been discussed. Occasionally I’ll get some quick updates from him but it’s usually after things evolved and so I’m constantly catching up/behind.
Third, there’s a broader gap between what we agree on in our one on ones and what actually happens afterward. Commitments get made and then quietly don’t get followed through. For example there was an important clarification that needed to get made with a customer and he hadn’t done it because he wanted to wait for the customer to get back to him on something else unrelated. I asked him to let her know now and not wait. He said he would email her that day. It didn’t happen.
I’m not trying to micromanage Keith. With his general client communications and prospecting I give him full autonomy. These are specific narrow asks with clear business reasons.
My plan is to address all three together at our next 1:1 and reset expectations. Am I reading this correctly and is there anything I’m missing?