Audit
Step 1 - Observe
What Type Of Transaction Did You Observe?
Step 2 - Document what you saw
Coaches notes on transaction (taken while transaction is in progress)
Strengths
Opportunities
Step 3 - Have a conversation regarding what went well (pull rep aside or off the floor)
What went well according to the rep?
What didn't go so well according to the rep?
Your thoughts towards the rep as a coach (include options given to the rep)
Step 4 - Submit and get acknowledgement
Did you get a verbal acknowledgement from the rep? (Have rep sign)
By signing you acknowledge this SSE and commit to the options your provided above
Did rep acknowledge in My Metrics?
Step 5 - Follow Up
Date and Time for follow-up?
Options given to rep to improve by follow-up date?
What other coaches did you involve for the follow-up?
Is Bobbie needed for follow-up?
Did you schedule an outlook calendar event with Bobbie regarding this follow up?
Did you schedule an outlook event with yourself and the rep for the follow up?
