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Sales Call Evaluation Form

The document is a sales call evaluation form that contains 6 steps to evaluate a sales call: 1) rapport building, 2) introduction, 3) needs assessment, 4) value proposition, 5) urgency, and 6) closing. For each step there are criteria to rate the salesperson's performance on a scale of 1 to 5. The form also includes sections to evaluate the use of visual aids, objection handling, and overall demeanor. The total score is out of 100 points.

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ipentchoukov
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Download as PDF, TXT or read online on Scribd
1K views

Sales Call Evaluation Form

The document is a sales call evaluation form that contains 6 steps to evaluate a sales call: 1) rapport building, 2) introduction, 3) needs assessment, 4) value proposition, 5) urgency, and 6) closing. For each step there are criteria to rate the salesperson's performance on a scale of 1 to 5. The form also includes sections to evaluate the use of visual aids, objection handling, and overall demeanor. The total score is out of 100 points.

Uploaded by

ipentchoukov
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Sales Call Evaluation Form

The Steps
1. Rapport
Lead the conversation

Openly shared about self

Asked questions/showed interest in prospect

Made prospect feel unique/special

Clear and concise benefit statement

Showed newspaper and website

Uncovered prior marketing experience

Uncovered objectives/goals

Uncovered desired timeframe

Catered to needs/desires/goals

Communicated in terms of benefits

Used newspaper, websites, one-sheets

2. Introduction

3. Needs Assessment

4. Value Proposition

5. Urgency
Created urgency to buy today

6. Closing
Asked for the sale multiple times

Asked questions to uncover more

Addressed objections

Used success stories (feel, felt, found)

Friendly, uplifting, and enthusiastic

Smiled/laughed/joked

TOTAL POINTS:

____________ out of 100

Use of Visual Aids


Newspaper, website, one-sheets

Objection Handling

Overall Demeanor

ADDITIONAL COMMENTS:

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