Lumiform
Mobile audits &
inspections

Get an overview of the most important features in Lumiform.
Turn issues into corrective actions by collaborating with team members.
Create custom checklists and use logics to predefine workflows.
Share automatically generated reports and get in-depth analytics.
Quickly conduct inspections with the easy-to-use inspection app.
Easily adapt the Lumiform software to your complex organization structure.

By category

Coaching Evaluation Form

Downloaded 68 times
Audit
Brief description of previous coaching session's commitment(s) to begin/continue
Results
What do you think went well [current/recent transaction(s)?
What do you think could have been done differently (missed opportunity)?
Observation of Mandatory Basics
Walked last customer to the door
Removed ALL barriers
Handshake
Smile & Enthusiasm
Name Exchange
Used "Welcome to the Ready Now Sprint Store" & What brings you in today?
Listened effectively then recapped/restated for clarity
Build rapport & asked personal probing questions?
Uncovered additional needs via effective probing
Asked for a sale beyond initial request
Consulted Reuther than "clerked"?
Walked to door
Additional Manager Comments/Observation
Employee Commitment
I commit to [specific behavior(s)?
In effort to [improve/maintain what goal or metric]
Beginning [specific time this will start]
Signature
Employee Signature Agreeing to Commitment
Manager Signature Agreeing to support the efforts around the commitment
Share this template:

This post is also available in: Deutsch

Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.