Title Page

  • Conducted on

  • Prepared by

  • Location
  • Name

  • Manager you are reviewing

Communication & Professionalism

  • How often do they answer your calls

  • On average how many times do you call before you get an answer

  • How is the managers attitude

  • How is the managers professional appearance

  • How is the managers energy

Customer Interactions

  • Rate the managers general demeanor with the customer

  • Rate how well the manager handles challenging customers

  • Rate how prompt the manager is to address and handle the customers issues

  • Rate how well the manager can explain our products and services

  • Rate how well the manager supports the production team when communicating with the customer

  • Rate how the manager handles upsells and changes to the contract

Production Knowledge

  • Rate the managers general construction knowledge.

  • Rate the managers piering knowledge

  • Rate the managers waterproofing knowledge

  • Rate the managers anchor knowledge

  • Rate the managers knowledge of handling obstructions

Procedural Knowledge

  • Rate the managers on handling your concerns

  • Rate the managers on handling CSR issues

  • Rate the managers on handling salesman issues

  • Rate the managers on handling mechanic issues

  • Rate the managers on handling scheduling issues

  • Rate the managers on handling incentive questions

  • Rate the managers on handling warehouse issues (i.e., products, tools, trucks, etc.)

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.