Questions to consider | Answer |
---|---|
Sales Targets: Are you meeting or exceeding you sales quotas? | Yes / No |
Conversion Rates: How effective are you at converting leads into customers? | Awesome, OK, Please help |
Customer Retention: What percentage of you clients return for repeat business? | % |
Communication Skills: Are you effective in verbal and written communication? | Yes / No |
Product Knowledge: Do you have a strong understanding of the products or services you are selling? | Yes / No / Kind of |
Negotiation Skills: How well do you handle objections? | Pretty well / Just OK / I get too anxious and do not handle them well. |
Prioritization: Are you able to prioritize tasks effectively? | Yes / No |
Focus: Do you find yourself scrolling on your phone when you should be working? | Yes / No / Sometimes |
Follow-Up: Do you consistently follow up with leads and clients in a timely manner? | Yes / No |
Relationship Building: How well do you build rapport and trust with clients? | With some / With all / I struggle with this |
Customer Feedback: Are you receptive to feedback and do you use it. | Yes / No / Sometimes |
Stress Levels: How well do you manage stress related to targets and deadlines? | Pretty well / I am a basket case |
Work-Life Balance: Are you maintaining a healthy balance between work and personal life? | Yes / Most of the time / Not at all |
CRM Usage: Are you using customer relationship management tools to track leads and sales? | Yes / No |
Digital Skills: How comfortable are you with using technology for sales presentations and communications? | I'm awesome / I am OK / I need help |
Would you say that you are confident in your role? | Yes / No |


By conducting a comprehensive health check using these criteria, you can identify strengths, areas for improvement, and give me the insight necessary to provide support to help you succeed in you role.
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