Title Page
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Conducted on
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Prepared by
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Territory
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Rep Name
Impact Dashboard
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Financial Review/Understanding
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New Account/Prospecting Activity
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KONE Balance/Call Diversity
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Calendar usage
Productivity
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Face-to-Face Call Activity/Plan B
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Incremental Impact
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Travel Efficiency
Pre-Call Planning
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Call Objectives
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Call Progression
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Line of Inquiry
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Knowledge of Customer/Relationship with Key players
On the Call
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Listening Skills
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Handling Objections
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Establish WNAW
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Log Call/wnaw
Electronic Tool Usage and Marketing Initiatives
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Online Credit Application
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My-SW Sign-Ups
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iPad Usage During Calls
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Selling Events/Sales Promotions
Additional Comments
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Additional Comments
