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* 1. Name of sales person being assessed

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* 2. The sales person was clear in their goals for the sales meeting.

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* 3. The sales person understood what the customer wanted from the sales meeting.

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* 4. The sales person questioned comments from the customer to find other sales possibilities.

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* 5. The sales person asked for the order.

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* 6. The sales person did not interrupt or speak over the customer.

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* 7. The sales person made the conversation about the customer and not themselves.

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* 8. The sales person did not rush to sell something.

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* 9. The sales person listened more than they spoke.

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* 10. Overall, the sales person framed the conversation around the customer’s needs, not what they wanted to sell.

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* 11. The sales person asked for other opportunities to sell.

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* 12. The sales person based follow up questions on what the customer said to get deeper answers.

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* 13. Details of person completing the form

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