Sales Portfolio Evaluation

Sales Portfolio Evaluation;

Required elements:
Business cards
3
Brochure(s) OR Product poster
0
Product samples/mockups/picture
0
Original design or logo with citation
1
Subtotal for required elements (out of 12)
4
Sales Strategy Ratings
0 = Missing
1=Poor, 2=About average, 3
= Good, 4 = Well done!
Overall sales strategy elements:
Target market description
4
Target market size and potential
3
Description of good or service
4
Suitability for personal selling (if not suitable
subtract up to 6 points: a 0 grade shows product
was suitable and no penalty was applied)
-3
Total score for sales strategy (Max. 12)
8
Sales approach elements:
0 = Missing
1=Poor, 2=About average, 3
= Good
Opening statements
1
Probing statements
0
Offering evidence
0
Closing strategies
0
Handling objections
0
FAB
1
Use of special tools other than FAB (1 = 1 point, 2 =
2 points, More than 2 = 3 points)
0
Total score for sales approach (Max. 18)
2
Portfolio Materials Ratings
Creativity in design/ concept.
Bonus Points
0 = Missing
0 = Missing
1 = Included
1 = Not Creative, 2 =
About average, 3 =
Very creative
Language translation (bilingual materials)
0
Website mockup
0
URL on business card
0
Specialties (coasters, calendars, t-shirts) )
0
Flip chart/show and tell (demo)
0
Advertisements (print, radio, outdoor, other)
1
Toll free number (1)
0
Total Bonus Score (Max. 12 allowable)
1
Writing Quality

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