Job Setup Form

To make assessments more job specific, please provide the name and profile number of the direct supervisor and up to three co-workers/peers who are currently successful in this job. If Profiles have not been taken, your employees can complete a Profile online or on paper, and mark them Comparison Only. As these Profiles are not interpreted, there is no charge for this service. Add new comparison Profiles or delete old ones at any time online or by phone (1-800-525-7117).

10. Name of the direct supervisor/manager for this job:title:Profile #:

Name:

title:

profile #:

Name:

title:

profile #:

Name:

title:

profile #:

12. Does this job require sales effort?

no sales effortyes, some suggestive selling, cross-selling/account rounding, or telemarketing (warm accounts)yes, proactive sales or telemarketing (cold-calling)

If yes, approximately what portion of the day will the subject spend selling?

13. This job entails (check all that apply):

14. Describe the types of products/services this person will sell:

15. Describe the characteristics of the product (check all that apply):

16. On average, the sales cycle is:

1-3 calls/visits4-6 calls/visits7+ calls/visits

17. Will the individual be solely responsible for servicing clients after the sale?

yesno

18. How are sales leads most often found? (check all that apply):

through cold calling, individual’s own efforts, networking through advertisements, direct mailtelemarketing by another individual solicited referrals

19. Which of the following sales styles are most prevalent among successful salespeople in your organization?

relationship/friend based; customers buy because they like the individual, are swayed by enthusiasm/persuasioncombination of persuasion/consultation, focused on forming strong relationships in tandem with problem-solvingfocused on problem solving and assessing specific needs with some relationship building

A manager is defined as an individual who can give direct orders, evaluate performance, influence compensation and/or
influence promotion of subordinates.

20. Individual will directly manage:

1-4 people5-10 peoplemore than 10 people

21. Individual will primarily manage (check all that apply)

22. Individual is responsible for (check all that apply):

making decisions/changes, proactively planninghiring, disciplining, firing personnelmaintaining daily operations/workflow and implementing existing policytasks similar to those of subordinates with additionalmanagement responsibilities

Please consider including your company’s written job description with this form.

Job Setup

Job Compatibility

Cultural Compatibility

Comparison Profile