Sales Shop Report Writing

Professionalism and Follow-up S a l e s P e r s o n P r o d u c t K n ow l e d g e a n d P r o f e s s i o n a l i sm 1. Displayed good product knowledge when questioned Yes 1 No 0 N/A 0 2. Was professional overall and used good telephone etiquette Yes 1 No 0 N/A 0

3. If a message(s) was left, it was returned promptly and Manager was prepared whenever speaking with the customer 4. Manager attempted to establish rapport, for example via the use of some casual conversation and friendly interaction with the customer

Yes 1

No 0

N/A 0

Yes 1

No 0

N/A 0

5. Used Caller’s name more than once during the Sales Process

Yes 1

No 0

N/A 0

Wr i t t e n F o l l ow - u p 6. Information was received in a timely basis

Excellent 3 W/in 3 days

Good 2 (4 - 5)

Average 1 (>5 days) Not Rcvd 0

Not Rcvd 0

N/A 0

7. All information promised by the Sales Person was received

Yes 1

No 0

N/A 0

8. Quality and presentation of correspondence

Excellent 3

Good 2

Average 1

Poor 0

N/A 0

9. Correspondence was personalized by addressing the specific details discussed on the phone

Yes 1

No 0

Not Rcvd 0

N/A 0

S a l e s P e r s o n F o l l ow - u p 10. Followed up via phone personally in a timely basis to pursue the business

Excellent 3 (w/in 4 days)

Good 2 (5 - 8)

Average 1 (>8)

Not Done 0

N/A 0

11. Identified why business was lost

Yes 1 Yes 1 Yes 1

No 0 No 0 No 0

N/A 0 N/A 0 N/A 0

12. Identified future business potential

13. Set action for future contact

Note: if Caller does not speak with Manager when declining to book, then questions #11, #12, and #13 are rated N/A and do not impact the score.

Score: 100% 14 points out of a possible 14

Sheraton Westport 1/8/2013 435_010813_jf Beverly Pruett

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