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Sales Review Sheet

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Athif Ma
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48 views

Sales Review Sheet

Uploaded by

Athif Ma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Sales Review Form

Telecaller's Name: ______________________

Review Period: ______________________

Reviewed by: ______________________

Performance Metrics

1. Sales Target Achievement:


○ Monthly target: 20 students
○ Actual number of students enrolled: ________
○ Percentage of target achieved: ________
2. Call Performance:
○ Total number of calls made: ________
○ Average daily calls: ________
○ Conversion rate (calls to walk-ins): ________
○ Conversion rate (walk-ins to sales): ________
3. Follow-Up and Persistence:
○ Number of follow-up calls made: ________
○ Number of successful follow-ups (resulting in sales): ________
4. Lead Generation and Management:
○ Number of new leads generated from existing students and parents: ________
○ Number of leads converted to sales: ________
○ Quality of lead management and tracking: (Excellent/Good/Fair/Poor)
5. Client Relationship and Satisfaction:
○ Feedback from parents and students: (Positive/Neutral/Negative)
○ Number of referrals from satisfied parents/students: ________
6. Strategic Approach:
○ Effectiveness in pitching fees and benefits of BrainLoop: (Excellent/Good/Fair/Poor)
○ Strategies used to convince parents and students: (List and evaluate)
○ Creativity in overcoming objections and securing sales: (Examples and evaluation)
Professional Conduct

1. Punctuality and Attendance:


○ Number of days present: ________
○ Instances of late arrivals or early departures: ________
2. Team Collaboration:
○ Interaction and coordination with other staff members: (Excellent/Good/Fair/Poor)
○ Contribution to team meetings and discussions: (Examples and evaluation)
3. Professionalism:
○ Attitude and behavior towards parents and students: (Excellent/Good/Fair/Poor)
○ Responsiveness to feedback and willingness to improve: (Examples and evaluation)

Areas of Improvement

1. Sales Techniques:
○ Areas where improvement is needed: __________________________________________
○ Suggested strategies for improvement: _________________________________________
2. Lead Management:
○ Areas where improvement is needed: __________________________________________
○ Suggested strategies for improvement: _________________________________________
3. Client Interaction:
○ Areas where improvement is needed: __________________________________________
○ Suggested strategies for improvement: _________________________________________
4. Professional Conduct:
○ Areas where improvement is needed: __________________________________________
○ Suggested strategies for improvement: _________________________________________

Points of Appreciation

1. Sales Achievements:
○ Notable achievements in sales: _______________________________________________
○ Specific instances of excellent performance: _____________________________________
2. Client Relationship:
○ Positive feedback from clients: ________________________________________________
○ Successful referrals and lead generation: _______________________________________
3. Professionalism:
○ Exemplary behavior and conduct: _____________________________________________
○ Contributions to team and company goals: ______________________________________
Summary and Recommendations

1. Overall Performance Rating:


○ (Excellent/Good/Fair/Poor)
○ Justification: ______________________
2. Recommendations for Future Performance:
○
○
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3. Action Plan for Improvement:
○
○
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COO - Signature and Date

Reviewed by: ______________________ Date: ______________________

CEO - Signature and Date

Reviewed by: ______________________ Date: ______________________

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