A checklist for managers who review a recorded or live call with a seller. It keeps the review specific, fair and focused on one improvement.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
When to use it
Use it before every call review, and keep to the same format so the seller knows what to expect.
The checklist
Manager call review checklist
Checklist
Before the review
Ask the seller which call they want to discuss, and why.
Listen to the whole call, not only the problem moment.
Check that you may review the recording under your company's rules.
While listening
Write down what happened, not what you think it means.
Note the opening, the questions asked, the objections and the close.
Mark two things that went well, with the time in the call.
Mark one moment to improve, with the time in the call.
Keep the customer's context in mind, such as a hard call or a short refusal.
In the conversation
Start by asking how the seller thinks it went.
Share the two strengths with evidence.
Discuss the one improvement and let the seller propose a change.
Agree one action, who does it and by when.
After the review
Send a two-line written summary the same day.
Book a short practice for the action.
Check the action in the next review.
DIRI AI · diriai.com · Training material, not legal or financial advice.
Replace the [square brackets] with your own facts and adapt the wording to your own voice.
How to use it
Limit the review to one improvement; more than one overloads the seller.
Use times in the call as evidence, so the discussion stays on what was said.
Keep the written summary factual; it may be shared with the seller's file.
Practise it before you dial
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