Online Sales Call Report

Rep Name

Company

Date

How many dial attempts were made to existing customers today?

How many existing customer conversations did you have today?

How many orders did you obtain from existing customers today?

How many dial attempts were made to prospects today?

How many prospect conversations did you have today?

How many favorables did you obtain today?

How many orders did you obtain from prospects or new customers within their first 5 orders today?

CHECKLIST

Are you making sure you are focusing primarily on prospects with a calculated 7.0 or greater Triage Score? (Do not guess. Please use the actual Prospect Triaging Calculation Process)

Yes
No

Did you complete all applicable pending EVI's from the prior 48 hours of closed order NDC's?

Yes
No

Did you complete all pending VDI's from the prior 48 hours of open order NDC's?

Yes
No

Based on the importance of weekly prospect dialogue (conversation) did you connect & converse with at least 20% of your NDC base today? (This keeps you at 100% weekly)

Yes
No

Did you ask for the order on every call today?

Yes
No

Have you brought on at least one new customer in the past 5 working days?

Yes
No

Did you obtain a minimum of 2 "Favorables" from "Prospects" today?

Yes
No

Did you call and thank all PDC's for the order on the files in which you are targeting the NDC?

Yes
No

Did you communicate all of today's sales/retention details to your inside staff?

Yes
No

Did you contact all NDL's from yesterday's open purchase orders to thank them for The Business and complete all calls by asking "What refi's are you currently working on right now that you might let me handle for you?"

Yes
No

How many questions above received "YES" for an answer?

0. I completed 0% of the 10 most important sales items today.
1. I completed 10% of the 10 most important sales items today.
2. I completed 20% of the 10 most important sales items today.
3. I completed 30% of the 10 most important sales items today.
4 I completed 40% of the 10 most important sales items today.
5. I completed 50% of the 10 most important sales items today.
6. I completed 60% of the 10 most important sales items today.
7. I completed 70% of the 10 most important sales items today.
8. I completed 80% of the 10 most important sales items today.
9. I completed 90% of the 10 most important sales items today.
10. I AM A ROCKSTAR!!! I completed 100% of the 10 most important sales items today.