Page 7 - 101 Mentor Guide
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Mentor New Hire Co-Travel Form
Sales Consultant: MGR: Date of Travel:
Region: Territory #: Area Worked:
Mentor Name:
PROFESSIONALISM
Timely (arrived on time): Y N Professional Attire: Y N Prepared for Calls: Y N
Scheduled Meetings: Y N
Notes:
PREPARATION FOR CO-TRAVEL
Account Knowledge Events created in SFDC
Review Territory Sales Data (KPI report, SFDC, RX Analysis, etc.) Utilized Checklist provided
Review Call Plans Scheduled meeting with customer
Key Accounts (selected from TOP 25 or next 35) Discuss Plans for the Day
LIST ACCOUNTS CALLED ON (TARGET OF 4- 5)
CO-TRAVEL OBSERVATIONS (Mentor Observes SC Throughout Day for Behaviors Below)
Needs Significant Could Benefit from Capable and Very Capable and
Did not observe Improvement Development Effective Effective
0 1 2 3 4
Company Knowledge
Introductions Skills
Understanding of ECP
Understanding of
Industry
Basic Salesforce skills
(enter notes, create events)
Additional Notes- other skills trained- information provided:
POST CO-TRAVEL MEETING (MENTOR & SC Meet After to Discuss…)
Action Items for Accounts Visited
Recommendations from the Mentor
Competitor Information Gathered
Mentor & Sales Consultant Signatures: ____________________________ ______________________________
