Productive Joint Field Work - A Five Step Process

Joint field work is where you and your representativeone session to complete.
make sales calls together. The sales representatives4. Manager Observation Stage - Once they have
benefit and learn from your knowledge andseen the skill performed often enough, it's time for
experience, yet they are still are not working without athem to try it for themselves. In this stage, the sales
net, so to speak.representative starts to practice the skill while you
The problem most sales managers have when doingobserve. For example, you may listen while they do
joint field work is they end up taking over the callprospecting calls on the phone, or join them on a call
completely. Some even forget the sales person is inwhen they present a proposal to a customer. At this
the room! This does nothing to train or develop thestage, you must provide feedback by reinforcing the
sales representative. The real purpose of doing jointright behavior and correcting the wrong behavior. After
field work today is so your sales representative won'tseveral joint calls, this feedback will allow the sales
need you on sales calls in the future.representative to hone their skill until they become
More specifically, developing a skill in a salesindependent.
representative through joint field work is a five step5. Coaching Stage - Once you have observed the
process:sales representative's ability to perform the skill
1. Skill Identification - You first must identify the skill thatproperly, you must motivate and coach them to use it
you need to develop in your sales representative.repeatedly. Development is not complete until proper
Examples include telephone prospecting, fact finding,use of the skill is an internalized habit that is performed
live demonstrations etc.unconsciously. Again, this stage occurs over several
2. Training Stage - You need to teach the skill, itscalls and sometimes over an extended period of time.
purpose, and how to perform it properly. This mayIn fact, some managers say the coaching stage never
require multiple training sessions to complete.really ends!
3. Sales Rep Observation Stage- This is where theRemember, the goal is to push the baby bird out of the
sales representative watches you perform the skillnest, so to speak. However, he will never be able to
with customers in the field. Essentially, you are showingtake his first solo flight if he is only allowed to fly on
them how to do it. Again this may require more thanyour back.