Information

  • DSM Name

  • Infield session

  • BDE Name

  • Conducted on

  • Goal for today

Competency and comments

  • Customer Service

  • Communication

  • Planning

  • Sales ability and persuasiveness

  • Other

Has the BDE performed a daily breath test on CO2 monitor?

  • Has the BDE performed a daily breath test on CO2 monitor?

  • Personal effectiveness (uniform, car presentation, professional attitude)

  • Are tasks loaded for churn, monthly targets and outlet SSOs?

KPI and business results discussion

  • Key Focuses > Fridge Execution (stripping, pricing, decals, cleanliness) > Monthly Focus Pack Targets > New Business Plans

Planned Call

  • Did the BDE pre-plan the call?

  • Did the BDE check the exterior POE?

  • Did the BDE greet the customer?

  • Did the BDE check the interior POE?

  • Did the BDE merchandise the forward selling area?

  • Did the BDE action the storeroom?

  • Did the BDE sell the SSO/Promotional plan?

  • Did the BDE update notes in SaM and complete Trax?

  • Did the BDE thank the customer?

Summary

  • Stengths - overall individual strengths

  • Opportunities - overall individual opportunities

  • SMART Action Plan

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.