Anonymous

RSM PSP Form

RSM Personal Sales Plan Form

Use this Template

Print as PDF

Use this Template

Go digital today!

Convert your paper checklists into digital forms

Scan this QR code to use this paper checklist on your smartphone or tablet or visit https://safetyculture.com/

Title Page

Consultant Name
Managers Name
Conducted on
Location

Previous Months Performance

% to target
Overall conversion
Self-gens
Interactive penetration
Overall comment

Current month run rates

% to target
Overall conversion
Self-gens
Interactive penetration
Overall comments

Forecast

Month forecast for all KPIs

Salesforce review

Salesforce dairies showing relevant activity? (Please list details around activity)
Salesforce dashboard review. Detail outstanding numbers and plan of action.
Salesforce audit calls

Coaching Session

Stop
Start
Continue

Other

Consultant comments
Managers comments

Signatures

Consultant
Managers

Anonymous

RSM PSP Form

RSM Personal Sales Plan Form

Use this Template

Print as PDF

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.