Appraisal: SL Sales Team Member

Outbound Leads *

Inbound 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 *

Sales Meeting Attendance

Sales Meeting Participation


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: *


Attention to Detail in Customer Sales and Invoicing *


Forklift Operation