ON Premise NARTD Coaching Form

• BDE Name (select 1 below)

• Atlanta Lloyd

• Lauren Murphy

• Scott Mullins

• David Ladd

• Patrick McCafferty

• Kristen Nyholt

• David Boehm

• Phil Doyle

• Infield session ( coaching, induction, training )

• Conducted on

  Date

• Goal for today

Competency and comments

• Problem Solving and Decision Making

• Customer Service

• Communication

• Planning

• Sales ability and persuasiveness

• Business Acumen

• Did BDE have merch bag and use in every call?

  Yes

  No

  N/A

• Personal effectiveness (uniform, car, presentation, professional attitude)

  Yes

  No

  N/A

KPI and business results discussion

• Key Focusses - fridge execution (stripping, pricing, decals, clean) - 390ml conversion - Blackjack ranging points - Black Door and Blue Shelf - Bundling

Planned Call

• Did BDE pre plan the call

  Yes

  No

  N/A

• Did BDE check exterior POE

  Yes

  No

  N/A

• Did BDE greet customer

  Yes

  No

  N/A

• Did BDE check interior POE

  Yes

  No

  N/A

• Did BDE merchandise forward selling areas

  Yes

  No

  N/A

• Did BDE action the storeroom

  Yes

  No

  N/A

• Did the BDE sell the SSO/Promotional plan

  Yes

  No

  N/A

• Did the BDE update notes & complete TRAX

  Yes

  No

  N/A

• Did the BDE thank the customer

  Yes

  No

  N/A

Strengths - overall individual strengths

Opportunities

SMART action plan