Field Training Report (FTR)

First Name *

Last Name *

Phone *

Email *

Direct Manager *

Associate you observed *

Date of observation *

Lead type *

Referral
Union
Association
Child Safe
Will Kit
POS
Other
No elements found. Consider changing the search query.
List is empty.

Presentation start time *

Presentation end time *

Result of the presentation *

Sale
No Sale
No elements found. Consider changing the search query.
List is empty.

Rate the following sections between 1-5

5 = Perfect

Opening and Rapport *

1

2

3

4

5

Intro and Reasons For The Meeting *

1

2

3

4

5

No Cost Benefits *

1

2

3

4

5

Referral Collection *

1

2

3

4

5

Transition to Survey *

1

2

3

4

5

Qualifying Questions and Survey *

1

2

3

4

5

Hour Power and Income *

1

2

3

4

5

Read-off Letter *

1

2

3

4

5

Build and Present *

1

2

3

4

5

Closing the Presentation *

1

2

3

4

5

Debrief & Recap Questions

Was the associate on script? (Provide details) *

Did the associate "2G" during the rapport? (Get them to like you/Gather information) *

How were referrals collected and did it result in the maximum number? *

What objections did the customer have and how did the associate overcome them? *

How comfortable was the associate through the presentation? *

How many agreement questions did the associate ask during the presentation? (List a few examples) *

How did the associate ask for the close? *

How comfortable was the associate at handling objections? *

What would you have done differently during the presentation? *

Was it a "perfect presentation"? (A perfect presentation means that referrals are collected, google reviews are posted, personal recruit names are generated and client was served properly) *

Sales Techniques

Eye contact *

1

2

3

4

5

Nodding yes and showing agreement *

1

2

3

4

5

Make an emotional connection *

1

2

3

4

5

Post and body language on camera *

1

2

3

4

5

Smiling, humour, enthusiasm *

1

2

3

4

5

Honest, compassionate and sincere *

1

2

3

4

5

Professional (camera, microphone, lighting, dress code) *

1

2

3

4

5

FTR The 4 C's

How were each of these used during the presentation

Control *

Credibility *

Common sense *

Confidence *