Coaching Form

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• 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)

  Yes

  No

  N/A

• Smile & Enthusiasm

  Yes

  No

  N/A

• Used "Welcome to the Sprint"

  Yes

  No

  N/A

• Handshake

  Yes

  No

  N/A

• Name Exchange

  Yes

  No

  N/A

• What brings you in today business or personal

  Yes

  No

  N/A

• Listened effectively then recapped/restated for clarity

  Yes

  No

  N/A

• Build rapport & asked personal probing questions

  Yes

  No

  N/A

• Uncovered additional needs via effective probing

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Ask for referrals

  Yes

  No

  N/A

• Walked customer out (Door 2 Floor)

  Yes

  No

  N/A

• 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

  Sign

• Manager Signature Agreeing to support the efforts around the commitment

  Sign