Clover Insight

Free Checklist · 1 page

Ride-Along Observation Checklist

One page to observe and coach a rep in the field.

Cover of the Ride-Along Observation Checklist

A single page for watching a real appointment and giving specific feedback afterward.

What's inside

  • Observation prompts for before the visit, opening, discovery, presentation, price and value, next steps, and wrap-up
  • A debrief box
  • Top two strengths and one focus for next week
  • Rep self-rating next to observer rating
  • Agreed action and date

Who it's for

  • Sales training

Made by Clover Insight

RealVisit, powered by Clover Insight, shows home service companies the in-home sales visit through their customers' eyes. It's in private pilot with a small number of companies. Apply for the 60-Day Clover Challenge