Information

  • Store

  • Team members present

Results and Floor Coach

  • Has the store activated an @Work customer this month? If yes, how many and are they trending to hit goal?

  • Is store Rep Participation above 50%? Specify actual % and any commitments.

  • Has store generated any @Work leads this month?

  • Is there a floor coach present?

  • Is the floor coach leading the @Work conversation and following up with team? If No, specify coaching conversation/action items with leadership.

Knowledge Check/Role Play

  • What two questions should you ask EVERY customer to identify an @Work opportunity?

  • Name the three main benefits we offer to our @Work customers along with what they mean.

  • Can the associate(s) show you how to use SalesForce?

  • Associate Role Play: Have associate complete an entire interaction up to activating in Watson based on skills practice from earlier.

  • Leadership Role Play: Have one leader lead a role-play and/or coaching conversation with an associate(s) about what was covered today while you observe.

Store Visit Rating and Notes

  • Based on visit, how would you rate this teams ability to be successful in @Work?

  • Additional Comments

  • Leader Signature

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.