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Sales Coaching ObservationDocument.
Stage Of The Sale Coach’sNotes
Introduction/Greeting:
Didthe consultant:
Explainwhytheywere calling without“Selling”
and what’sinit forthe customer?
Use a credibilitystatement?
Setan Agenda?
Adaptwordingandstyle to type of client?
Questioning?Fact Find.
Didthe consultant: Ensure aconversational
flowandlistenwell.
Use Talklotsquestions?(Listout,All the
different,etc…NotjustOpenQuestions)
Use questionstructure to Uncoverthe
customer’sneeds/Reasontobuy?
End witha summary& commitment?
Product Presentation:FAB
Didthe consultant:
Tailora solutionbasedonthe needs
uncovered?
Use need, Features&Benefitseffectively?
Gain commitmentfromthe customerthatthe
product/solutionisrightforthem and
valuable?
AppointmentBooking& Close:
Is the solutionappropriate forthisclientbased
on needsobtained?
Didthe consultantaskforthe order/business?
Is this a secure appt?
Is there anyoneelsewho needsto be atthe
meeting?
ObjectionHandling?
DidThe consultant:
Use goodquestionstouncoverthe real
concern/objection?
Answerthe objectionwell tothe customer’s
satisfaction?
Leave the door openfornextcontact?
OtherNotes:Objectivessetandfeedbackgivenfollowingthisobservation/Coachingsession:

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Sales coaching observation document

  • 1. Sales Coaching ObservationDocument. Stage Of The Sale Coach’sNotes Introduction/Greeting: Didthe consultant: Explainwhytheywere calling without“Selling” and what’sinit forthe customer? Use a credibilitystatement? Setan Agenda? Adaptwordingandstyle to type of client? Questioning?Fact Find. Didthe consultant: Ensure aconversational flowandlistenwell. Use Talklotsquestions?(Listout,All the different,etc…NotjustOpenQuestions) Use questionstructure to Uncoverthe customer’sneeds/Reasontobuy? End witha summary& commitment? Product Presentation:FAB Didthe consultant: Tailora solutionbasedonthe needs uncovered? Use need, Features&Benefitseffectively? Gain commitmentfromthe customerthatthe product/solutionisrightforthem and valuable? AppointmentBooking& Close: Is the solutionappropriate forthisclientbased on needsobtained? Didthe consultantaskforthe order/business? Is this a secure appt? Is there anyoneelsewho needsto be atthe meeting? ObjectionHandling? DidThe consultant: Use goodquestionstouncoverthe real concern/objection? Answerthe objectionwell tothe customer’s satisfaction? Leave the door openfornextcontact? OtherNotes:Objectivessetandfeedbackgivenfollowingthisobservation/Coachingsession: