Online Sales Call Report

Name

Years As A Title/Closing Salesperson

Company

Cell Phone

Email Address

Please describe yourself as a title company salesperson.

Please describe your sales process.

Please describe your best sales traits.

Please describe your weaker areas (skills / behaviors) in sales.

Do you have written goals?

SELECT ONE
YES
NO

If yes, select the areas that you have written goals in.

Revenue
Existing Customer Retention
New Customer Development (Monthly Quantity of New Customers)
Overall Monthly Order Count
Order Count From New Customers Within Their First 5 Orders

Do You Consider Yourself Coachable.

SELECT ONE
YES
NO

What Do You Think a Coach Would Do For You?

What Percentage of Your day Is Currently Spent In Actual Sales Calls With Prospects? (not including retention or service calls)

Please describe what you would like to get out of having a coach. Include areas of personal development, career aspirations, goals, income increase, results etc.

Additional Comments. Information That You Would Like Your Coach To Know.