Sales Lead Feedback Evaluation Template
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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

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

  • Yes

  • No

  1. Comments/Improvements: 

______________________________________________________________________________________________________________

2. Lead Qualification:

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

  • Yes

  • No

  1. Were any potential objections or concerns addressed effectively?

  • Yes

  • No

  1. Comments/Improvements: 

______________________________________________________________________________________________________________

3. Sales Presentation:

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

  • Yes

  • No

  1. Were the key features and benefits effectively communicated?

  • Yes

  • No

  1. Comments/Improvements: 

______________________________________________________________________________________________________________

4. Handling of Objections:

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

  • Excellent

  • Satisfactory

  • Needs Improvement

  1. Comments/Improvements: 

______________________________________________________________________________________________________________

5. Closing the Sale:

  1. Was the lead successfully converted into a sale?

  • Yes

  • No

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

______________________________________________________________________________________________________________

  1. Comments/Improvements: 

______________________________________________________________________________________________________________


6. Follow-Up:

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

  • Yes

  • No

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

  • Yes

  • No

  1. 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)

  1. 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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