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VELUX Project Sales Call Monitoring Checklist

by Jody Clark, from the Community

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Use this VELUX Project Sales Call Monitoring checklist to assess call handling from greeting to closure. Evaluate needs assessment, product knowledge, objection handling, process adherence, and communication. Check call handling procedures for holds, transfers, and escalations. Identify CRM opportunities, upsell moments, and next steps. Score customer engagement and service quality, then capture observations and recommendations. Includes sign-off for team leader and employee. Fully customizable in SafetyCulture with secure cloud storage.

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Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.