South Central Region CDM Work With / Pre-Certification

• Client / Site

• Conducted on

  Date

• Prepared by

Safety

• Does the CDM know the period safety Topic?

  Yes

  No

• Does the CDM model safe driving utilizing the Smith System?

  Yes

  No

• Smith System 5 Keys
  1. Aim high in steering 2. Get the Big Picture 3. Keep your eyes moving 4. Leave yourself an out 5. Make sure that they see you

• Does the CDM/CSM team do anything that sets the way they approach safety apart from their peers?

  Yes

  No

• Comments

Parking Lot Prep

• Does the CDM open My Store Accelerator?

  Yes

  No

• Does the CDM Open Store Facts on Demand?

  Yes

  No

• Does the CDM understand how to use and the importance the bench mark feature of the Store Facts on Demand App?

  Yes

  No

• Does the CDM understand how to navigate and articulate Store Facts on Demand?

  Yes

  No

• Does the CDM open Score My Store?

  Yes

  No

• Does CDM open Box to access selling material/decks?

  Yes

  No

• Does CDM open XPC?

  Yes

  No

• Comments

In Store Process

• Does CDM Check in to the account?

  Yes

  No

• Does CDM complete score card?

  Yes

  No

• Does CDM check inventory levels in the back room?

  Yes

  No

• Does the CDM update the Blue Print to the represent the current state of the store?

  Yes

  No

• Does the CDM Sell to the store decision maker during each call?

  Yes

  No

• Does the CDM write simple to understand task with detailed instructions?

  Yes

  No

• Does CDM write task in the store during their store call?

  Yes

  No

• Does the CDM write GO orders using the GO Tool?

  Yes

  No

• Comments

General Questions

• Is the CDM utilizing the Activity Planner and consistently planning 9 weeks out?

  Yes

  No

• Does the CDM have a schedule or template that they uses to ensure they call on each customer every week?

  Yes

  No

• Does the CDM Write task at the end of the week?

  Yes

  No

• Does the CDM keep the Box files up to date with current weekly materials and task?

  Yes

  No

• Does the CDM utilize the VCOP tool to effectively plan their future business?

  Yes

  No

• Does the CDM and the CSM have time set aside to plan each week to enable them to properly plan their business? (I.e. Display staffing support)

  Yes

  No

• Does the CDM communicate opportunities to the CSM in a way that they can be passed along to the CSS for execution?

  Yes

  No

• Does the CDM Meet the Standard on Store Calls?

  Yes

  No

• Does the CDM Meet the the standard for completed score cards?

  Yes

  No

• Does the CDM prepare sales decks prior to meeting with the decision maker?

  Yes

  No

• Comments

Over All Comments

• Sales Associate / Designate Signature

  Sign

• Sales Capability Team Member Signature

  Sign