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EVALUATOR'
Trade Coverage
BASIC CALL PROCEDURE STEPS / ACTIVITIES
1 PRE-CALL PLANNING
a. Check coverage based on Call List
b. Objective Settings (AT LEAST 2 OR 3)
2 GREETINGS
a. Smile & greet your customer by name
b. Improve current merchandising
3 IN-STORE COMPLIANCE CHECK
a. Pricing Check
b. Product Freshness & Condition Check - First In, First Out (FIFO)
c. Competitor Activity Check
d. Promo Awareness Check
e. Inventory Check
f. Prepare suggested order based on correct stock weight
4 OPENING & CLOSING OF SALES OBJECTIVES
a. Regular booked brands - Suggested Order
b. Present Promoted/NPI Brands - Pricing, Promos
c. Close the sale
8 CALL ANALYSIS
a. Review & Check Pre-Call objectives if met
b. Analyze what was done right, and improvement needed
DAY'S BUSINESS OBJECTIVES
KPI
Coverage
(Total Stores for today)
ASSESSMENT
TARGET
ACTUAL
COMMENTS
A. STRENGTH
1)
3)
Planned Strike Rate
Planned Strike Rate (%)
4)
Calls Outside of Plan (Not in DAR)
N/A
N/A
(SALES TRAINING EXECUTION AND EVALUATION REPORT) STEER CHECKLIST & EVALUATION
UATOR'S NAME :
Area:
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B. OPPORTUNITIES
C. AGREEMENTS
SIGNED
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Training Objectives:
Observations/Findings:
1. Self PREPARATION
2. Check Vehicle
D:
EVALUATEE'S SIGNATURE
EVALUATOR'S SIGNATURE
FIELD COACHING
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STRENGTHS
IMPROVEMENT AREAS
CONFORME:
SCM/ SUPERVISOR SIGNATURE
EVALUATORS SIGNATURE
NEXt STEPS
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