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FIELD VISIT

EVALUATION

Assisted Field Visits
Self-evaluation is an outstanding tool designed to foster growth and understanding your strengths
and weaknesses will help you progress in your career. Use the following evaluation forms to rate your
understanding and abilities.

Customer Name Due Date Days Past Due DRIVER'S SEAT / FIELD VISIT EVALUATION
Contact Type (circle 1): Commitment – Payment – Return - Left Door Hanger – 3rd Party Contact
Please provide details of the visit:

Rate your strength in each of the areas using the following scale:
1 = Needs Improvement 2 = Adequate 3 = Strong 4 = Very Strong
1 2 3 4

1. Introduce yourself and the company.

2. Ask to see the person(s) listed on the account

3. Reintroduce yourself if the customer was not the person who first came
to the door

4. Ask if you can come inside to discuss the account if the customer
doesn’t invite you in

5. Pleasantly but firmly state non-renewal

6. Listen and respond with understanding

7. Agree to a renewal date or return

8. Have the customers confirm their understanding of what is to take place

9. Ask for a referral

10. Thank the customers for helping and reaffirm any commitments the
customers made

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