SSE Form (Service & Repair Location)

• Date and Time of coaching session

  Date

• Coaches Name

  Select Bobbie Korey Matt Monique Mannie Ahmed

  • Bobbie
  • Korey
  • Matt
  • Monique
  • Mannie
  • Ahmed

• Rep Name

  Select Monique Mannie Nick Melissa Ahmed GK Biggs Mike Guy Mike Keith Sam Jonathan Lindsay Tim April Chris Kevin

  • Monique
  • Mannie
  • Nick
  • Melissa
  • Ahmed
  • GK
  • Biggs
  • Mike Guy
  • Mike Keith
  • Sam
  • Jonathan
  • Lindsay
  • Tim
  • April
  • Chris
  • Kevin

• Type of transaction?

  Sales

  Service

  Repair

Step 1 - Observe

• What Type Of Transaction Did You Observe?

  Sales

  Service

  Repair

Step 2 - Document what you saw

• Coaches notes on transaction (taken while transaction is in progress)

  Great

  Good

  Bad

• Strengths

  Multiple

  Few

  None

• Opportunities

  Multiple

  Few

  None

Step 3 - Have a conversation regarding what went well (pull rep aside or off the floor)

• What went well according to the rep?

  Include Details

• What didn't go so well according to the rep?

  Include Details

• Your thoughts towards the rep as a coach (include options given to the rep)

  Include Details

Step 4 - Submit and get acknowledgement

• Did you get a verbal acknowledgement from the rep? (Have rep sign)

  Yes

  No

• By signing you acknowledge this SSE and commit to the options your provided above

  Sign

• Did rep acknowledge in My Metrics?

  Yes

  No

Step 5 - Follow Up

• Date and Time for follow-up?

  Date

• Options given to rep to improve by follow-up date?

  Yes

  No

  N/A

• What other coaches did you involve for the follow-up?

  Korey

  Monique

  Ahmed

  Mannie

• Is Bobbie needed for follow-up?

  Yes

  No

  N/A

• Did you schedule an outlook calendar event with Bobbie regarding this follow up?

  Yes

  No

  N/A

• Did you schedule an outlook event with yourself and the rep for the follow up?

  Yes

  No

  N/A