This Field Sales Observation Sheet helps managers conduct structured ride alongs and coaching sessions for field sales agents. Record the agent’s name, manager, and date, verify correct uniform and ID badge, and review last week’s sales volumes. Capture the agent’s reflections on prior results, add manager comments, and summarize one key interaction from the previous week. During today’s observation, document the key interaction from both the agent and manager perspectives, note any additional support needed, and confirm sign-off. Use this template to standardize evaluations, track performance trends, and guide targeted coaching.
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