Page 5 - 101 Mentor Guide

MENTOR CO-TRAVEL FORM

GUIDE TO COMPLETING THE FORM

Read these instructions for completing the Co-travel form. It is designed to allow you to
capture observations and provide feedback to the Consultant, Sales Leadership, and Sales
Education. It is where you will provide information on accounts visited, action items for those
customers, competitive discoveries, and mentor recommendations.

You are required to complete the Co-travel form for each day you spend with a Sales
Consultant. Upon completion, obtain both the consultants and your signature. Then scan and
email to their Sales Manager and the Sales Education Manager.

WHAT WILL BE EVALUATED? ACCOUNT INFORMATION

Professionalism List of Accounts Visited
Co-Travel Preparation Were Accounts from Top 25/35?
Company Knowledge Action Items from Visits
Introduction Skills Competitive Information
Understanding of their Customer
Understanding of the Industry
Basic Salesforce.com Skills

EVALUATION CRITERIA

It is important as you evaluate that you understand the meaning for each of the criteria.
Review the information below to ensure accurate selection.

NEEDS SIGNIFICANT COULD BENEFIT FROM
IMPROVEMENT IMPROVEMENT

Demonstrated significantly below average Demonstrated below average professional
professional capabilities. capabilities.
Did not demonstrate basic knowledge of Demonstrated some knowledge of the topic
the topic. but required additional guidance.
Could not execute basic skills. Was able to execute basic skills with
assistance.

CAPABLE & VERY CAPABLE &
EFFECTIVE EFFECTIVE

Demonstrated professional capabilities. Demonstrated exceptional professional
Demonstrated basic knowledge of the capabilities.
topic as expected. Demonstrated advanced knowledge of the
Was able to execute basic skills without topic. Far beyond what is expected.
guidance. Was able to execute advanced skills.