Don Philips Train HermanCheckStart Report

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Test Drive > Identify Sales Performance Problems > History > HermanCheckStart Report

Don Philips

Background
Tops in training class; picked as star presenter; creative problem solver; very enthusiastic; self-starter

Performance
Good to fair activity; has landed a few deals; reports are always late and usually incomplete; late to meetings; disorganized; some customer service issues not dealt with promptly

Persuasive Sales Report

Sales positions which require a substantial amount of detailed follow-up will be quite difficult for them. It is important that they use some form of time management system to support the level of organization necessary for some sales positions.

Your Choice:	Train - Send to professional training program targeted at their greatest weakness
3 months later
After attending the time management program, Don's organization is better. It is far from perfect, but at least he is setting some priorities and using his calendar more effectively. He tells you he is able to spend more time getting appointments now.
6 months later
Don's sales have definitely increased. It seems that fewer deals are slipping away from him, since he is a little better at follow up. His paperwork is still late.
12 months later
Don wants to go to a refresher class on time management. He says it is a struggle for him to use the tools he has learned but he clearly sees the value. He should see the value because his sales are 25% over last year.