RSM PSP Form

• Consultant Name

• Managers Name

• Conducted on

  Date
• Location
  Address

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

  Sign

• Managers

  Sign