Recorded Sales Calls Assessments

Recorded Sales Calls Assessment: Discreet

In my opinion and experience, if your organization records sales calls, this is what we want to assess first: what is actually happening on sales calls.

📌 A minimum of three months experience selling what you are currently selling is required to participate. A minimum of six months experience selling what you are currently selling is recommended.

Choose Between Discreet and Non-Discreet

Sia’s Recorded Sales Calls Assessment offers your business a choice of discreet or non-discreet.

Why do organizations select discreet assessing?

They quietly want a professional, independent assessment of the areas in which a salesperson or their salespeople need to improve in order to achieve desired outcomes. The participant does not receive their assessment results from me. In fact, she/he has no direct contact with me. I email my Business Confidential Assessment Report to the employees on my “Who May Receive this Report List” and only to their business email address. If you choose discreet assessing, I perform a one-time thirty-minute phone Walk-Through of the Business Confidential Report with the employees on my “Who May Receive this Report List”.

Business Confidential Assessment Report

• Specific examples of Strengths, Tendencies & Training Opportunities

• Recommendations to Your Business

Whether your business chooses "Discreet" or "Non-Discreet" the following applies:

What is Required?

Your company allows me access to a minimum of two hours of a salesperson’s recorded sales calls - phone, video conferencing, screen-to-screen, chats, text or a combination. These calls must include meaningful discussions with interested buyers.

🚩I do not assess prospecting, qualifying, telemarketing or solicitation calls.

Because this is all about achieving desired outcomes, in advance of the assessment, I need your organization to provide me details of what you have instructed/trained your salesperson to do on her/his calls to achieve these outcomes. Please include your organization’s objectives, expectations, and desired outcomes for these conversations. This is essential because I will need to consider these as I assess.

No Setup Rule

Unlike Sia’s LIVE 1:1 Assessments, such as the Professional Sales Assessment, the person being assessed via recording should not know he/she is being assessed. Why? When black boxes are installed in police vehicles officers drive safer.

For the Recorded Sales Calls Assessment, that simply means, we do not tell a person in advance that the calls she/he makes this morning will be assessed. It also means, the recorded sales calls you make available to me are not handpicked. Ideally, provide me a choice of ten or more recorded sales calls.

Using the Sia’s Gold Standard CORE Assessment, I spend a minimum of 4.5 hours assessing the calls, preparing assessment results, developing insights, recommendations, and your report.

Recorded Sales Calls Assessment: Non-Discreet

Why do organizations select non-discreet assessing?

They want me to assess and train individual salespeople based on their sales calls.

Getting Started

Your business selects a participant, who visits this website to learn about the Recorded Sales Calls Assessment. This person completes and emails me her/his Pre-Customization responses (below), and books a Pre-Customization phone appointment to discuss how I can be of service.

To prepare for your Pre-Assessment Customization, I ask you to guide me on how I can help you. Please email your responses to the following questions below to: james@salesinsighter.com

1a) When you are in a discussion with an interested buyer, what do you want to improve?

1b) How will that benefit you?

2a) What does your company expect you to accomplish?

2b) What are your company’s business objectives?

3a) Review the assessment categories below. Which two categories would you like us to focus on?

3b) What are the reasons for your choices?

• What are You Selling?

• How are You Selling?

• Effective Communication

• Features, Advantages & Benefits

• Motivation

• Negotiation

• Proposal

• Creating Value

• Discovery Includes Inquiry, Diagnosing, Desired Situation

• Pushback

• Securing

Key Personal Insights (KPIs) Non-Discreet Only

Can significantly impact your conversations with interested buyers.

When I meticulously review the recording of an individual's assessment, I use Sia’s Gold Standard CORE Assessment to assess hundreds of checkpoints to identify dozens of strengths, as well as opportunities for improvement. This is the information I use to develop and prescribe KPIs. They are prioritized and personalized to have the greatest immediate impact on your ability to achieve your desired outcomes and create value for all involved.

Participant’s Confidential Assessment Report (Non-Discreet Only)

• Key Personal Insights (KPIs)

• Specific and General Strengths, Tendencies & Training Opportunities

• Recommendations to the Participant

• Assessment Results & Charts

• Sent only to the participant’s personal email address

Business Confidential Assessment Report

• General summary of Key Personal Insights (KPIs)

• General Strengths, Tendencies & Training Opportunities

• Recommendations to Your Business

• Assessment Results & Charts

This is my report of a salesperson’s/sales manager’s assessment results to your business. It does not include the actual KPIs and recommendations to the participant. In addition, it is emailed only to the business email of those employees on my “Who May Receive this Report List”.

Walk-Through of Your Assessment Results

The Walk-Through of your assessment results follows the assessment in a separate forty-minute call during which I clearly explain the reason(s) for the Key Personal Insights (KPIs) and how to use them. The participant and I work together to personalize how to use each KPI on a sales call (deliberate-practice coaching) in a way that is comfortable for him/her.

Post-Assessment Support for 3 Months

Upon completion of the Walk-Through of your assessment results you are welcome to contact me for assistance.

Do you have a question, need an opinion or recommendation?
Would you like help with something we have worked on?

Support does not include training and coaching.

I am happy to help ASAP. Please understand I am not on standby, when performing LIVE Sia services, 100% of my focus is on the task.

Option to Participate in Sia's Professional Sales Program

A participant who has completed the Recorded Sales Calls Assessment (Non-Discreet) may begin the Professional Sales Program for Individuals.

🎪 Special Flat Rate $199 CDN per person.