Appraisal: LH Sales Professional

Personal Time Management


Inbound Leads *

Outbound Leads *

Opportunity Conversion. When a lead is qualified and the new potential customer is assigned to a sales professional. *


Sales Goal Accuracy. Establish accurate but achievable sales goals for himself/herself that reflect growth over the prior year.

Individual Sales Goals. If only contributor to closing, this equals the team goal; otherwise, it’s a portion of this goal. *


Team Sales Goals *


Sales Meeting *


Action Selling *


Supervisor Communication *


Communication Skills Under Pressure *

Able to Weigh the Balance between Chatty and Business-Focused Conversation *

Professional and Positive Attitude *


Timely in Response to Messages. Employee is timely in responding to e-mail and phone messages from customers. *

Customer Maintenance. Employee maintains contacts with assigned customers, contacting customers at a frequency of every: *


Co-Worker Communications *


Uses/Applications. Understands how a product is applied or best used, or which product is the best fit for customer needs: *

Location within the Store. Can recall product locations in the store & Yard: *

Availability/Source. Knows store-level availability, distribution channels, quickly ascertains quantities to supply customers. *

Production/Fabrication. Understands how products are manufactured. *


Internet Use *


Cell Phone Use *


Times In and Out. *

Number of Hours *


Grooming and Attire *


Desk Orderliness *


Attention to Detail in Customer Sales and Invoicing *


Forklift Operation *


Microsoft Word Knowledge (and Google Docs Equivalent). *

Microsoft Excel Knowledge (and Google Docs Equivalent). *


Multitasking


Keeping Deadlines on Bids, etc. *


Have you completed all applicable on-line training courses? *


Knowledge of U-Haul Equipment *

Create new reservations accurately by phone or in person (CSF) *

Use of Electronic Scheduling Log (ESL) *

Dispatching outgoing rentals *

Safe Move / Safe Tow *

Receiving returned rentals (Level 1) *


Product Knowledge *

Selling Moving Supplies *