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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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