Download - Sales Call Evaluation Form
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Sales Call Evaluation Form
The Steps
1. Rapport
Lead the conversation 1 2 3 4 5
Openly shared about self 1 2 3 4 5
Asked questions/showed interest in prospect 1 2 3 4 5
2. Introduction
Made prospect feel unique/special 1 2 3 4 5
Clear and concise benefit statement 1 2 3 4 5
Showed newspaper and website 1 2 3 4 5
3. Needs Assessment
Uncovered prior marketing experience 1 2 3 4 5
Uncovered objectives/goals 1 2 3 4 5
Uncovered desired timeframe 1 2 3 4 5
4. Value Proposition
Catered to needs/desires/goals 1 2 3 4 5
Communicated in terms of benefits 1 2 3 4 5
Used newspaper, websites, one-sheets 1 2 3 4 5
5. Urgency
Created urgency to buy today 1 2 3 4 5
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6. Closing
Asked for the sale multiple times 1 2 3 4 5 Use of Visual Aids
Newspaper, website, one-sheets 1 2 3 4 5
Objection Handling
Asked questions to uncover more 1 2 3 4 5
Addressed objections 1 2 3 4 5
Used success stories (feel, felt, found) 1 2 3 4 5
Overall Demeanor
Friendly, uplifting, and enthusiastic 1 2 3 4 5
Smiled/laughed/joked 1 2 3 4 5
TOTAL POINTS: ____________ out of 100
ADDITIONAL COMMENTS: