Midwest DSA Shadowing work with form

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Preparation

• Is DSA prepping for market / 1w1's / customer interactions?

  Yes

  No

  N/A

• Does DSA know where to go to get the info to prepare for the market / 1w1 / district meetings?

  Yes

  No

  N/A

• Does the DSA take and use PPE while working in the market?

  Yes

  No

  N/A

Customer selling

• Does the DSA get through sells presentation with the customer smoothly and confidently?

  Yes

  No

  N/A

• Is the DSA confident when dealing with objections?

  Yes

  No

  N/A

• Is the DSA using solution selling?

  Yes

  No

  N/A

• Is the DSA using all selling tools that are available to them?

  Yes

  No

  N/A

• Does the DSA take no for an answer?

  Yes

  No

  N/A

Leading

• Is the DSA leading when present with our sells team?

  Yes

  No

  N/A

• Is the DSA confident when interacting with members of the sells / salesop teams?

  Yes

  No

  N/A

• Does DSA handle RSR issues when they arise?

  Yes

  No

  N/A

• Does DSA prioritize what is important and not become a firefighter?

  Yes

  No

  N/A

• Does DSA know what a S.M.A.R.T. Objective is and is the DSA using in their interactions with team members?

  Yes

  No

  N/A

• What is the DSA doing to ensure they have a work life balance?

  Yes

  No

  N/A

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