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CST Coaching Check-list
Purpose of This Form:
Ensure CST concepts are applied consistently in the field.
Support each team member in key sales behaviors covered during CST.
Serve as an observation guide during joint visits.
Rating Scale:
0 – Not applicable
1 – Insufficient
2 – Developing
3 – Competent
4 – Outstanding
5 – Exemplary
1
Basic Information
Date
*
Your work email
*
Employee work email
*
Region
Country
*
Select country...
Austria
Belgium
Czechia
Denmark
Finland
France
Germany
Headquarters
Hungary
Ireland
Italy
Lithuania
Netherlands
Norway
Poland
Portugal
Spain
Sweden
Switzerland
United Kingdom
United States
Number of visits made with employee
1
2
3
4
5+
2
Motivation
The employee demonstrates a positive mindset and motivation during the sales process, showing pride in representing Nobel Biocare.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
3
Organization & Visit Preparation
Has sales tools ready during visits (iPad, brochures, materials).
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
Prepares visits using CRM, researching via internet/social networks and lab contacts.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
4
Getting Appointments
Maintains good relations with practice teams and manages barriers effectively.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
5
Knowing the Customer
Can identify opportunities and decision-makers.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
Asks open-ended questions, considering available and needed information.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
Demonstrates active listening by summarizing and using non-verbal cues.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
6
Customized Solutions & Sales
Explains products emphasizing benefits rather than features.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
Handles objections effectively using appropriate techniques.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
Focuses on value proposition and customizes solutions using available resources.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
7
Sales & Follow-up
Proactively seeks to close deals and recognizes buying signals.
0
N/A
1
Insufficient
2
Developing
3
Competent
4
Outstanding
5
Exemplary
8
Development Plan
Select the development actions to be implemented:
Education (soft skills)
Team reinforcement
Product reinforcement
Shadowing with partner
MyCampus (E-learning)
Visit KOL or expert
Documentation review
HR Support
EBS Program
Coaching sessions
CRM Working Sessions
Other
Plan review date
Remarks and comments
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