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Fixing Appointment - Validation Sheet

PRE CALL PREPARATIONS


Competency Input
Competency Parameters Max Marks Remarks / Areas of improvement
Yes No Score
MM 100 5
Note Pad / Diary 1
Pen 1
Script 6
Calendar 1
Mobile on silent mode 1
Total Marks 15
DURING THE CALL - 1 ( STRUCTURE & SCRIPT )
Competency Output
Competency Parameters Max Marks Meets Needs Remarks / Areas of improvement
Missed Score
Requirement Improvement
Greet & confirm 2

State your name & company 2

Permission to speak 2

Interest Benefit statement 10

Purpose of call 5

Seek Appointment 3

Give 2 options 3

Objection Handling

Acknowledge 5

Counter 5

Close 5

Close

Confirm time & Place 2

Get Address & Landmark 2

Thank for the time 2

Greet for the day 2


Total Marks 50
DURING THE CALL - 2 ( SOFT SKILLS )
Competency Output
Competency Parameters Max Marks Meets Needs Remarks / Areas of improvement
Missed Score
Requirement Improvement
Confidence 5

Tone - Natural & Sincere 4

Pace - Normal & Clear 4

Smile - Warmth in voice 5

Use of Courtesy words 4

Stress on important words 4

Listen - Undivided Attention 5

Personalise - Use Person's Name 4


Total Marks 35

Competency Parameter Min Pass Scored Participant Name & Code


VALIDATION RESULT
Total Marks Pre- Call Preparation 10
Total Marks During the call - 1 40
CERTIFIED
Total Marks During the call - 2 20
NOT CERTIFIED
Grand Total 70
I-LEAD DATES
This is to certify that ……………………………………….........………………………has Participant Sign
successfully undergone Tele-calling validations dated ……......…...……………...and is
FIELD READY to do Tele-calling activity .

I-LEAD LOCATION

Certifying Trainer Name & Code Trainer Sign SM/ AM NAME & SIGN

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