Sales Client Interaction Rubric

Client Interaction Date: [Month Day, Year]

Sales Representative: [Your Name]

Client Name: [Complete Name]

Company: [Company Name]

Interaction Type: [Meeting]

1. Preparation

1.1 Research

Did the sales representative research the client's industry and specific needs before the interaction?

• Yes

• No

Were key decision-makers and influencers identified?

• Yes

• No

1.2 Understanding of Products/Services

Did the sales representative have a thorough understanding of our products/services?

• Yes

• No

Were any recent updates or improvements in our offerings communicated effectively?

• Yes

• No

2. Communication

2.1 Clarity and Professionalism

Was the sales representative's communication clear and professional?

• Yes

• No

Were technical terms explained in a way the client could understand?

• Yes

• No

2.2 Active Listening

Did the sales representative actively listen to the client's needs and concerns?

• Yes

• No

Were client questions addressed promptly and attentively?

• Yes

• No

3. Presentation

3.1 Product/Service Presentation

Was the product/service presented effectively and tailored to the client's needs?

• Yes

• No

Were any relevant case studies or success stories shared?

• Yes

• No

3.2 Handling Objections

Were objections raised by the client handled professionally and persuasively?

• Yes

• No

Were alternative solutions or compromises discussed when necessary?

• Yes

• No

4. Follow-up

4.1 Next Steps

Were clear next steps defined and agreed upon?

• Yes

• No

Was a timeline for follow-up actions established?

• Yes

• No

4.2 Documentation

Were meeting notes and action items documented and shared with the client?

• Yes

• No

Were all necessary documents, such as proposals or contracts, sent promptly?

• Yes

• No

5. Overall Impressions

5.1 Client Engagement

How engaged was the client during the interaction?

• Very Engaged

• Somewhat Engaged

• Not Engaged

5.2 Sales Effectiveness

Rate the overall effectiveness of the sales representative in this interaction:

• Excellent

• Good

• Fair

• Poor

6. Additional Comments

7. Action Plan

7.1 Improvement Plan

If the interaction needs improvement, outline an action plan for the sales representative.

7.2 Recognition

If the interaction was outstanding, provide recognition and commendation.

Thank you for using the Sales Client Interaction Rubric. This document serves as a valuable tool to assess and improve our client interactions. Please complete this rubric after each client interaction to ensure we consistently provide high-quality service.

Sales Templates @ Templates.net