Sales Lead Feedback Evaluation

Employee Details:

Employee Name: [Your Name]

Employee ID: [id]

Date of Evaluation: [Month-Day-Year]

Sales Lead Information:

Lead Name: Lead Corporation

Lead Contact Information: [Name-Contact Number-Email]

Lead Source: Referral

Lead Date: [Month-Day-Year]

Sales Process:

Product/Service Offered: Advanced AI Software Solutions

Sales Representative Handling the Lead: [Your Name]

Sales Process Initiation Date: [Date]

Feedback Questions:

1. Initial Lead Contact:

1. Was the lead contacted within 24 hours of initial inquiry?

• Yes

• No

2. Was the initial contact made in a professional and courteous manner?

• Yes

• No

3. Comments/Improvements: 

______________________________________________________________________________________________________________

2. Lead Qualification:

1. Was the lead's needs and budget adequately assessed?

• Yes

• No

2. Were any potential objections or concerns addressed effectively?

• Yes

• No

3. Comments/Improvements: 

______________________________________________________________________________________________________________

3. Sales Presentation:

1. Was a comprehensive product or service presentation given to the lead?

• Yes

• No

2. Were the key features and benefits effectively communicated?

• Yes

• No

3. Comments/Improvements: 

______________________________________________________________________________________________________________

4. Handling of Objections:

1. How well were objections handled during the sales presentation?

• Excellent

• Satisfactory

• Needs Improvement

2. Comments/Improvements: 

______________________________________________________________________________________________________________

5. Closing the Sale:

1. Was the lead successfully converted into a sale?

• Yes

• No

2. If no, what were the reasons for not closing the sale? 

______________________________________________________________________________________________________________

3. Comments/Improvements: 

______________________________________________________________________________________________________________

6. Follow-Up:

1. Was a follow-up plan established for leads not converted into sales?

• Yes

• No

2. Were follow-up activities executed as per the plan?

• Yes

• No

3. Comments/Improvements: 

______________________________________________________________________________________________________________

7. Overall Performance:

1. On a scale of 1 to 5, rate the overall performance of the sales representative for this lead, with 5 being excellent and 1 being poor.

• 5 (Excellent)

• 4 (Good)

• 3 (Satisfactory)

• 2 (Needs Improvement)

•   (Poor)

2. Additional Comments/Feedback: 

______________________________________________________________________________________________________________

8. Suggestions for Improvement:

1. Provide more options for clients with budget constraints.

2. Ensure better adherence to the follow-up plan.

3. _______________________________________________________

4. _______________________________________________________

5. _______________________________________________________

9. Action Plan:

1. Provide training on objection handling and budget-sensitive solutions.

2. ______________________________________________________

3. ______________________________________________________

Date: [Date]

Manager's Signature: __________

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