Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Brief description of previous coaching session's commitment(s) to begin/continue

Results

What do you think went well [current/recent transaction(s)?

What do you think could have been done differently (missed opportunity)?

Observation of Mandatory Basics

  • Open door for customer (Door 2 Floor)

  • Smile & Enthusiasm

  • Used "Welcome to the Sprint"

  • Handshake

  • Name Exchange

  • What brings you in today business or personal

  • Listened effectively then recapped/restated for clarity

  • Build rapport & asked personal probing questions

  • Uncovered additional needs via effective probing

  • Ask for the sale beyond initial request (control environment)

  • Ask for accessory sale (did they bring four to the floor)

  • Ask for referrals

  • Walked customer out (Door 2 Floor)

  • Additional Manager Comments/Observation

Employee Commitment

  • I commit to [specific behavior(s)?

  • In effort to [improve/maintain what goal or metric]

  • Beginning [specific time this will start]

Signature

  • Employee Signature Agreeing to Commitment

  • Manager Signature Agreeing to support the efforts around the commitment

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.