Sales Call Planners

The 360 Degree Selling Consultant©

Name:

Address:

City: State: Zip:

Fax: Email:

PART 1 – SELF ANALYSIS (All responses are confidential)

Please answer each of the following questions about yourself by checking Agree or Disagree.

Agree	Disagree
		1) I always do favors for others.
		2) Even when things are difficult, I know that I will do OK.
		3) I would not quit a job unless I had another.
		4) I worry about selling more than most people.
		5) I have set high goals for myself in life.
		6) To be honest is not important in selling.
		7) Sales people usually have hidden agendas when they sell.
		8) I like sales because it often involves working with groups of people.
		9) Customers generally tell me their problems.
		10) I never rest until the sale is closed.
		11) I have many self-doubts at work.
		12) The concept of a good company man is an outdated one.
		13) I would not buy anything expensive if I were in danger of losing my job.
		14) I enjoy working alone.
		15) I get satisfaction from solving an impasse even if it takes a long time.
		16) I am not usually concerned about what I said during a sales call.
		17) A good sales person has total control over the sale.
		18) I am usually early for appointments.
		19) I like to help young people get started in life.
		20) I like being popular with my customers.
		21) People know that I usually come out ahead.
		22) Losing a sale does not bother me.
		23) Job security is one of my top priorities.
		24) I like the risks and challenges that are involved in a sales career.
		25) It is important to be very involved in the sale.
		26) Customers enjoy talking to me because of my outgoing ways.
		27) I always consider the suggestions of my customers even if I disagree.
		28) I often feel nervous in a sales situation.
		29) I do not see myself as a sympathetic person.
		30) A good salesperson looks out for number one first.
		31) I am seldom able to make sales by myself.
		32) I have a lot of friends that I have made on the job.
		33) Life in the “fast track” is for me.
		34) Sometimes a sales call makes me nervous.
		35) I expect to achieve a lot when I sell.
		36) I like the freedom to travel that a sales job gives.
		37) I believe there may be racial differences in how well people bargain.
		38) I enjoy swapping stories with customers.
		39) I like lending a helping hand to others.
		40) I am sensitive to criticism from others.
		41) I am self-assured in most work.
		42) I enjoy “putting one over” on a customer.
		43) I’d rather take my vacation at home than travel abroad.
		44) I like to talk at company meetings.
		45) I do not like difficult sales.
		46) It is alright to skate around the law if you won’t get into trouble.

PROCEED TO PART 2 – ASSESSING YOUR CUSTOMER

PART 2 – ASSESSING YOUR CUSTOMER

(Please use a different form for each customer that you want to receive a sales strategy report. After you hit submit, a new form will appear.)

How do you refer to your Customer: Dr. Mr. Mrs. Ms.

Enter your Customer’s First name:

Enter Your Customer’s Last name:

Please answer each of the following questions about your customer by selecting Agree or Disagree.

Agree	Disagree
		1) Aggressive
		2) Sarcastic
		3) Anxious
		4) Independent
		5) Cheerful
		6) Striving
		7) Argumentative
		8) High-Strung
		9) Blaming
		10) Easy Going
		11) Empathetic
		12) Egotistical
		13) Autonomous
		14) Moody
		15) Achieving
		16) Friendly
		17) Competitive
		18) Hard-Headed
		19) Nervous
		20) Kind
		21) Humorous
		22) Rebellious
		23) Headstrong
		24) Ambitious
		25) Preoccupied
		26) Winning
		27) Out-Going
		28)Self-Ruling
		29) Opinionated
		30) Submissive
		31) Worrying
		32) Individualistic
		33) Optimistic
		34) Persistent
		35) Quarrelsome
		36) Determined
		37) Pessimistic
		38) Responsible
		39) Stubborn
		40) Sociable
		41) Conforming
		42) Versatile
		43) Goal-Oriented
		44) Industrious
		45) Self-Starting