Field Coaching Report - Essilor Instruments USA

Report Created by (Ophthalmic Field Service Technician):

Sales Rep's Manager:

Sales Rep:

Date of the visit

State

City

Customer Visited:

1. Preparation - Clear Objectives Set

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2. Preparation - Materials & Samples Prepared

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3. Sales Skills - Explored Needs & Pain Points

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4. Sales Skills - Presented Tailored Solutions

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5. Sales Skills - Used ROI Calculator

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6. Sales Skills - Handled Objections / Battle Cards

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7. Sales Skills - Closed with Next Steps

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8. Technical Demo - Execution Accuracy

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9. Technical Demo - Highlighted Differentiators

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10. Strengths Observed

Summarize key positive coaching observations:

11. Areas for Improvement & Trainer Notes

Add specific coaching recommendations:

12. Next Steps / Follow-Up Actions

Outline responsibilities and follow-ups:

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