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

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: