Get Qualified Presentation Report

The Qualified Presentation Report is a vital tool for tracking sales presentations and ensuring accountability in the sales process. This guide is designed to help users efficiently complete the form online, step by step, while providing clear instructions tailored to your needs.

Follow the steps to successfully fill out the Qualified Presentation Report

1. Press the ‘Get Form’ button to access the Qualified Presentation Report and open it in your preferred online editor.
2. Begin by entering your representative name, representative number, phone number, office number, and the date you are submitting the report in the designated fields.
3. Record the date and time of the presentation. Ensure that these details are accurate as they are crucial for tracking purposes.
4. Fill in the customer's name and phone number. Accurate contact details are essential for follow-up communications.
5. Indicate the items sold or the reasons why the customer did not place an order. This section helps in assessing customer interactions and identifying trends.
6. Obtain verification from your manager. This requires your manager to review the presentation and acknowledge it by signing off.
7. At the demonstration section, use the provided codes (H for Husband, W for Wife, S for Single) to categorize the presentation according to the customer's relationship status.
8. Document the number of follow-ups and confirm whether the presentation was in-person or virtual by marking 'V' for Virtual and 'L' for In Home.
9. Ensure that every ten presentations are reviewed by your manager. Make a note that only presentations reviewed and documented will count towards your minimum incentive program.
10. In the weekly report section, fill out the number of demos, sales, CPO, average order calculations, and other metrics as required to complete your reporting.
11. Finally, provide your signature, the date you signed the report, and ensure your manager signs and dates it during their review.
12. After completing the form, you can save changes, download, print, or share the Qualified Presentation Report as needed.

Complete your online documents today and streamline your presentation reporting!