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FOR ALL SALES AGENTSnot at allsomewhatdone
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Team vision inspiring performance 1 2 34 5 6 7 8 9 10
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Team business plan completed and shared 1 2 34 5 6 7 8 9 10
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Team Lead helps team member achieve their goals 1 2 34 5 6 7 8 9 10
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Short team/monthly goals defined, written, shared agreed upon 1 2 34 5 6 7 8 9 10
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Mutual expectations defined, written, shared, agreed upon 1 2 34 5 6 7 8 9 10
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Month/Year recruiting goals & plan defined and written 1 2 34 5 6 7 8 9 10
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Annual training objections defined and written 1 2 34 5 6 7 8 9 10
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Training calendar established 1 2 34 5 6 7 8 9 10
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Training programs designed & written 1 2 34 5 6 7 8 9 10
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All team members understand and execute sales process 1 2 34 5 6 7 8 9 10
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Marketing activity defined, measured & written 1 2 34 5 6 7 8 9 10
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Master marketing action plan written & executed 1 2 34 5 6 7 8 9 10
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Bi Annual + monthly 1/1 performance coaching process in place 1 2 34 5 6 7 8 9 10
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Team meetings: brainstorm, decide, action plan 1 2 34 5 6 7 8 9 10
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Individual recognition and motivation 1 2 34 5 6 7 8 9 10
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Problem solving 1 2 34 5 6 7 8 9 10
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Visual tracking in place 1 2 34 5 6 7 8 9 10
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financial budget operating system in place 1 2 34 5 6 7 8 9 10
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Systems and Checklist review process in place 1 2 34 5 6 7 8 9 10
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Client feedback process in place 1 2 34 5 6 7 8 9 10
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