Sales Observation Form

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• REPRESENTATIVE OBSERVED

  Select Rod Cannon Tiffeny Knight Joe Henderson Cynthia Bryant Cindee Regis Earlene Rease Jeff Hyde Eric St. Pierre Nate Carroll Drae Thompson Alivia Kust Carrie Herrera Natasha Massey Alex Nebarez

  • Rod Cannon
  • Tiffeny Knight
  • Joe Henderson
  • Cynthia Bryant
  • Cindee Regis
  • Earlene Rease
  • Jeff Hyde
  • Eric St. Pierre
  • Nate Carroll
  • Drae Thompson
  • Alivia Kust
  • Carrie Herrera
  • Natasha Massey
  • Alex Nebarez

• REVIEWING MANAGER: Scott Cagle

• DATE

  Date

SALES PERFORMANCE MTD

• PSU Performance (% to Goal)

• Accessory Performance (% to Goal)

• Revenue Performance (% to Goal)

Greet

• Build Rapport

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

Probe

• Active Listening

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

• Effective Questioning

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

Sell

• Sales Presentation

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

• Handling Objections

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

• Closing

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

Save

• The "Save" Conversation

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

• Handling Difficult Conversations

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

Create Value

• Maintains a good knowledge of current offerings, products and promotions

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

• Explains and Reinforces the Value of Cox.

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

Business Acumen

• Knows the Competition.

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

• Demonstrates a Good Understanding of Retail and Order Entry Systems Creating a Smooth Customer Experience.

  N/A

  Exceeds Expectations

  Meets Expectations

  Needs Development

  Unsatifactory

Comments / Signature

• COMMENTS ABOUT THE TRANSACTION:

• This form is based on an observed transaction on the sales floor. It may not have been announced, and you might not be notified that you were being observed.

  Sign