NC Region Sales Ridealong

• Site conducted

  Select

• Person Conducting

• Date

  Date

• Customer Name

• Lead Type

  Select Piering Wall Repair Concrete Lifting, Crawlspace Encap Basement Waterproofing

  • Piering
  • Wall Repair
  • Concrete Lifting, Crawlspace Encap
  • Basement Waterproofing

• Was the lead type accurate?

  Yes

  No

• Supervisor Name:

• CFI:

• CFI Tenure: # of years

• GPS location for address
  Address

• (pic of house)

  Media

• Time of Arrival

  Date

• Time of Completion

  Date

Arrival:

• On a Scale of 1-5, how effectively did the CFI execute the arrival to the home?

• Did the CFI complete an effective introduction

  Yes

  No

  N/A

• Did the CFI effectively deliver “The Agenda”:

  Yes

  No

  N/A

• Notes:

• Pics

  Media

Questionnaire:

• On a scale of 1-5, how effectively did the CFI execute the questionnaire with the customer? 1-5

• Did the CFI ask all the questions on the questionnaire?

  Yes

  No

  N/A

• Did the CFI identify the project goals or customer goals?

  Yes

  No

  N/A

• Notes:

• Pics:

  Media

Inspection:

• On a scale of 1-5, how effectively did the CFI execute the Inspection process?

• Did the CFI complete a full sketch?

  Yes

  No

  N/A

• Did the CFI complete an elevations survey?

  Yes

  No

  N/A

• Notes:

• Pics:

  Media

Presentation:

• On a scale of 1-5, how effectively did the CFI execute the presentation?

• Did the CFI use the software to present?

  Yes

  No

  N/A

• Did the CFI identify and present “Fix and Protect” options?

  Yes

  No

  N/A

• Notes:

• Pics:

  Media

Closing:

• On a scale of 1-5, how effectively did the CFI use the closing trail process? 1-5

• Did the CFI identify the true objection?

  Yes

  No

  N/A

• Did the CFI present Greensky financing options?

  Yes

  No

  N/A

• Notes:

• Pics:

  Media

Sign Off

• Completed by (Name and Signature)

  Sign