Last week I was asked for advice from a CEO running a small sales team at his startup – he asked if the most successful sales professionals track their own effectiveness and I shared with him what I give to sales reps as a tool to self-rate their calls or demos.
Here are the types of questions successful sales reps should ask themselves after each call (of course, this is based on your context/situation and you can pick just the 10 most important to you or use the entire list below to briefly rate yourself on a scale of Bad-Average- Good to keep it simple).
- Did I establish the rapport and had a friendly dialogue? Did we have a connection, did we connect in a meaningful way?
- Did I deliver a unique value prop that favors the customer?
- Did I show my passion about the company and the product?
- Did I share the story or did I just jump into a product demo?
- Did I do well on discovering the pain points / needs of the prospect?
- Did I work off the customer precise responses (on pain/need/challenges)?
- Did I differentiate from competition and establish enough distance between us?
- Did I pause enough to ask “What do you think so far?”
- Did I alleviate the prospect’s fears?
- Did I prevent (i.e. not just handle) objections effectively?
- Was I helping/helpful to the prospect?
- Did I confirm if they would feel comfortable telling me a “no”?
- Did I ask for the sale?
- Did we have a DNS (Defined Next Steps) finalized – i.e. “got your calendar on you?”
- Did I follow a “Listen-to- Speak Ratio” of 2 to 1? (i.e. we have 2 ears, just 1 mouth)
- Did I immediately write and send a summary and asked them to confirm my notes are correct (with implicated / quantified info)?
What else? What are some of your thoughts on the idea of each sales rep rating himself or herself after each call?