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The Source Sales Rep Observation

by Sandy Maynard, from the Community

Downloads: 0

Evaluate in-store sales performance using a structured observation checklist for The Source reps. Track how associates connect with every customer, establish and acknowledge needs, deliver effective product demos, engage customers, attempt trial closes, and cross-sell. Includes sections to bridge to other Bell services, add-on recommendations based on customer lifestyle, and comments. Capture rep name, date, location, and observations to coach consistency and improve conversion.

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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.