Jewelry Consultant Self-Evaluation

Lets each jewelry consultant report monthly sales, social media activity and virtual appointments. It also records time off, technical issues and growth areas so managers can prepare for one-on-one reviews.

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In the Claude connectors directory

Today's date

Name

First Name

Last Name

Employee number

Company email

Total AOS sales (both platforms)

Total influenced online sales

Sales while on Go In Store

Sales while on Live Person

Store collaboration sales

How many store collaborations did you have?

How many virtual appointments did you have?

How many times did you post on social media last month?

Are you part of the TV Page group?

Yes No

Did you have any IT tickets last month?

Yes No

If yes, share any details you have

Did you take any PTO or sick days last month?

Yes No

If yes, list them here

Do you have any questions or concerns to go over?

Yes No

If yes, list them here

Are there areas where you'd like to grow your knowledge?

Yes No

If yes, please explain

What went well last month?

What could have gone better last month?

Is there anything you wish could be changed?

Overall, how do you rate your performance last month?

If you chose "Help me" above, explain why and how we can support you

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