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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)
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?
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to
take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment;
or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is
permissible in your workplace or jurisdiction.
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