Field Coaching Report
1
Start
2
Preparation & Planning
3
Sales & Communication Skills
4
Technical Demonstration
5
Strategic Information Collected
6
Visit Outcomes
7
Follow-Up & Development
8
Submit
Report Created by:
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Jean Aragundi
Dennis Peek
Joe Carlin
PETERSON Terry
Joshua Olberding
Frederico Companhone
Sales Rep's Manager:
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BRUNO Talia
PAYNE Greg
Paul Cozzolino
Kevin Busch
Chris North
Kevin Busch
Charlie Beyer
Jean Aragundi
Frederico Companhone
Sales Rep:
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Greg Dietz
Dusty Mapson
Joe Myer
Joel Kozlowski
Andrew Stracke
Ryan North
Garrett Swaim
Noah Deese
Ross Boyd
Adam Palkowski
Chad Kennedy
Cory York
Curtis Turner
Dax Cuany
Ernesto Salazar
Jason Thornton
Mark Klein
Matthew Finlayson
Nate Curtis
Nate Klingensmith
Nate Sedlacek
Tim Taft
Shay Dunne
Todd Bartus
Mike Cochran
Jack Grove
open territory
Ryan Hanson
Kevin Knock
Mike Mosher
John Sanda
Stan Beruzyuk
Mike Trujillo
David Vincent, Jr.
Russ Accordino
Matt Bauer
Brett Quinn
Jeff Weber
Daniel O'Brien
David Irving
James Beardsley
Mike Rom
Ken Dayao
Jay Bradford
Brian Roper
Jon Enzler
Sam Nicolas
Date of the visit
State
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Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Federated States Of Micronesia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Marshall Islands
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Palau
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Canada
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Nunavut
Northwest Territories
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
City
Customer Visited:
Preparation & Planning
Gathered prior information about the customer
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1
2
3
4
5
Established clear objectives for the visit
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1
2
3
4
5
Brought support materials (brochures, catalogs, etc.)
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1
2
3
4
5
Comments
Sales & Communication Skills
Used open-ended questions to uncover customer needs
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1
2
3
4
5
Actively listened and adapted communication
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1
2
3
4
5
Presented solutions aligned with customer needs
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1
2
3
4
5
Handled objections confidently and effectively
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1
2
3
4
5
Closed with a clear next step or call to action
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1
2
3
4
5
Comments
Technical Demonstration
Performed the equipment demonstration correctly
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1
2
3
4
5
Highlighted Essilor Instruments' product differentiators
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1
2
3
4
5
Compared with competitor equipment (if applicable)
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1
2
3
4
5
Comments
Strategic Information Collected
Competitor equipment present at the site
Yes
Need for new equipment
Yes
Need for maintenance or technical service
Yes
Interest in financing programs or partnerships
Yes
Comments
Visit Outcomes
Demonstration performed
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yes
no
Sale completed
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yes
no
Proposal scheduled
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yes
no
New contact/lead generated
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yes
no
Follow-Up & Development
Observed strengths:
Areas for improvement:
Recommended follow-up actions:
Signature
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