Anonymous

Kerbside Review

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Information

Salesperson
Conducted on
Prepared by

General Overview

Effective Use of Time
Pre-Call Planning
Opening The Call
Rapport
Questioning Skills
Application/Product Knowledge
Demonstration Skills
Use of Differentials
Summarising Visits
Trail Close/Closing Skills
Agree Next Actions
Summary & Comments

Use of T-CRM
Call Plan/Forward Planning
Support Material
Summary & Comments

Appearance
Empathy
Pace
Car Condition (Clean)

Sales Funnel Strength

Potential
Research
Requirements
Preferred
Engaged

Next Coaching day
Within

Review

Date
Start Time
End Time
Visit Opportunity/Customer
Visit Opportunity/Customer
Manager - Lead or Support
Pre-call Planning
Opening the Call
Quest Skills
Rapport
Summary of Visit
Closing Statement
Agree Next Action

Activity Today Number of:

Appointments
Cold Calls Customer
Canvas Calls
Telemarketing Calls

Anonymous

Kerbside Review

Use this Template

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