Field Coaching Summary

"Ride" Date*

MonthDayYear
Date
Field Coaching Type*
Field Coaching Location*
RM/ARM/MSD/STM*
RVP*
VP of Sales*
Field Coach for the Day*
Name of "Other" Field Coach*
Enter First Last
"Other" Field Coach Email *
Was a Training Manager on the appointment?*

YesNo
Trainer on Appointment*
Sales Rep ID #*
Sales Rep*
Sales Rep Email*
Goals, Tasks and Plan for the Day
Goals

Prepared PCS & Geo Focused ListStrong verticals selectedConviction & Marketing GapsRouted for best use of timeBest day and time to reach DM identifiedPrepared with DM namesUse of Cadence and documenting each step in SFPhone/Computer work 2+ HoursOther
Field Day Success
# Calls (Field day)*
# Opps Created (Field day)*
# Smart Visits (Field day)*
# Webinars Set (Field day)*
# Videos (Field day)*
# Appts Conducted (Field day)*
# New Sold (Field day)*
$ New Sold (Field day)*
# ETI Sold (Field day)*
$ ETI Sold (Field day)*
Meeting Type*

Needs Assessment/Companion Deck MeetingPost Webinar and CloseRecommendation and Close MeetingWebinar and Close Meeting
Meeting Prep and Execution*

Pre call with manager and/or DASMNeeds Assessment/Recap of Needs AssessmentRecap of BANTSet agendaEngaged customer throughout presentation, gaining “yes” along the wayUsed tools throughout meeting (spec ads, SPT, sales aids)Attempted to close the saleHandled objections
Outcome*

Closed saleSet follow upNo follow up/no answerReceived "No"
Time Spent (Hours) *
Strengths & Opportunities (Leader) *
Action Plan / Follow-up For Next Coaching Day (Leader) *
Takeaways & Next Steps (Teammate)*
VP Sales email
example@example.com
RVP email
example@example.com
RM/ARM email
example@example.com
AVP email
example@example.com
Trainer email
example@example.com
Should be Empty:

Goals, Tasks and Plan for the Day

Field Day Success