Title Page
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Consultant Name
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Managers Name
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Conducted on
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Location
Previous Months Performance
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% to target
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Overall conversion
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Self-gens
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Interactive penetration
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Overall comment
Current month run rates
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% to target
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Overall conversion
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Self-gens
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Interactive penetration
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Overall comments
Forecast
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Month forecast for all KPIs
Salesforce review
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Salesforce dairies showing relevant activity? (Please list details around activity)
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Salesforce dashboard review. Detail outstanding numbers and plan of action.
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Salesforce audit calls
Coaching Session
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Stop
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Start
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Continue
Other
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Consultant comments
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Managers comments
Signatures
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Consultant
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Managers