Weekly Sales Report
Sales Rep
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Sales Rep
Full Name
Email
example@noleadtime.com
Week Number
Year
What is your new account goal for this month?
Number of new accounts open to date this month
How many total calls were made this week?
Customer time total for week (Hours)
10 hour minimum
GP Quoted this week (Rz)
Monthly Sales Budget
Current Booked & Shipped
Confirm
All 15 Diamonds: Connect with, value give on the call
All 15 Diamonds: Calls logged in RZ
Number of part numbers sent on from clients this week for RFQ?
How many BOMs received this week?
Enter your 2 largest GP sales of the week still open:
Customer Name
Buyer Name
GP ($)
Identified objection still needing converted is
Delivery date needed
AVL or Part # approval is pending
Price approval is pending
Other
-
Month
-
Day
Year
Delivery date needed
Explain
Customer Name
Buyer Name
What is your GP Budget for this month?
Total GP month to date?
Identified objection still needing converted is
Delivery date needed
AVL or Part # approval is pending
Price approval is pending
Other
-
Month
-
Day
Year
Delivery date needed
Explain
Coaching Requests
10 Steps of the sales process
Collaborate
Search & Rescue
Validate
Intrepid Savings System
Market Analysis Report
Other
Which step(s)?
*
Preparation
Peak state
Make contact and get their attention
Connect and become their friend
Create interest/qualify us
Qualify them/find their pain
Create conviction and test close
Make it real and assume the sale
Convert objections into commitments
Make it easy and create a future
How Many Referrals received from clients this week?
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