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Personal Disciplines Checklist
Personal Disciplines Checklist
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Pdf Summary
This document is a personal disciplines checklist for sales professionals. It is a tool that can be used for self-assessment and improvement after training, as well as for manager assessment during periodic reviews. The checklist is divided into different pillars or modules, each with a rating scale of 1-10 and corresponding personal action items. The pillars/modules include positive attitude, technical knowledge, time management, territory management, reporting actions, customer focus, listening, relationship flexibility, marketing, prospecting new accounts, penetrating existing accounts, and protecting existing accounts. <br /><br />The document also provides additional modules on evaluation of territory/accounts, formal account strategic planning, strategic thinking/logic, serving accounts, pre-call tactical planning, documenting responses for objections, starting each call properly, evaluating by asking questions, leveraging product/company benefits, locking action and getting results, practicing regularly, and ongoing development. Each module comes with its own personal action items for improvement. The rating scale and personal action items can be used to compare results and agree on improvement actions for a designated period. The document is a tool from Sales Professional Training, Inc. and is dated 2007.
Keywords
personal disciplines checklist
sales professionals
self-assessment
training
manager assessment
rating scale
personal action items
territory management
customer focus
ongoing development
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