EVALUATION FORM FOR SALES & STAFF MEMBERS

Using the instructions on the 'PSE' (Positive Sales Environment) page, print the form below or create your own, and then assess the staff and salespeople in your business. Identify the type of staff and their actual jobs, then using the criteria below, evaluate areas of strengths and weaknesses.

Evaluating the Salespeople and Staff Members of Your Business or Office

Items to Check	Items to Improve	No Help Needed	Recommendation
Personal Appearance (clothes, shoes, jewelry, style, maintenance)
Personal Hygiene (hair and facial hair, body odor, breath)
First Impression positive walk, eye contact, smile, greeting)
Communication Skills (volume control, pitch, pace, pausing, and emphasis)
Listening Skills (focused not distracted, semantics, comfort zone, non-verbal signals)
Enthusiasm, belief in self
Attitude (thoughts, demeanor, actions)
Dependability (on time, ready to work, wanting to help customers)
Loyalty (unified team builder, positive about company)
Selling Skills (phone)
Selling Skills (sales presentation, product presentation)
Marketing tools used
Product knowledge
Research in industry
Use of displays and sales tools
Belief in products and services
Follows up, keeps in touch with customers
Sales profitable, uses approved markups
Error free paperwork
Reports and sales orders turned in on time
Builds loyal and repeat customers
Gets referrals
Meets or exceeds each standard of job
Makes self available to help co-workers
Gives positive suggestions to management
Appreciates every customer
Loves coming to work

EVALUATION FORM FOR SALES & STAFF MEMBERS

Evaluating the Salespeople and Staff Members of Your Business or Office

Items to Check

Items to Improve

No Help Needed

Recommendation

Personal Appearance (clothes, shoes, jewelry, style, maintenance)

Personal Hygiene (hair and facial hair, body odor, breath)

First Impression positive walk, eye contact, smile, greeting)

Communication Skills (volume control, pitch, pace, pausing, and emphasis)

Listening Skills (focused not distracted, semantics, comfort zone, non-verbal signals)

Enthusiasm, belief in self

Attitude (thoughts, demeanor, actions)

Dependability (on time, ready to work, wanting to help customers)

Loyalty (unified team builder, positive about company)

Selling Skills (phone)

Selling Skills (sales presentation, product presentation)

Marketing tools used

Product knowledge

Research in industry

Use of displays and sales tools

Belief in products and services

Follows up, keeps in touch with customers

Sales profitable, uses approved markups

Error free paperwork

Reports and sales orders turned in on time

Builds loyal and repeat customers

Gets referrals

Meets or exceeds each standard of job

Makes self available to help co-workers

Gives positive suggestions to management

Appreciates every customer

Loves coming to work

'PSE' Forms

Resources

Library Download File