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Service Delivery

Phase 4 - Initial Walkthrough

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Location *

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General Manager Email

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Area Director Email

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Vice President Email

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Teammate Performing Role Play *

Phase 4: Initial Walk Through

Walk through every applicable space with the customer and explore other areas by offering solutions to their project/goals?

Yes No

Ask thoughtful questions about the project/goals and actively listen?

Yes No

Clarify the customer's end goal and use of the space and identify customer pain points and or value keys? (if not already done)?

Yes No

Reinforce that we are full service when relevant?

Yes No

Inspect piles thoroughly? (with permission, or physically touch items when appropriate)

Yes No

Express empathy (the ability to understand and share the feelings of another) when necessary?

Yes No

Engage your partner so the conversation feels balanced and natural?

Yes No

Identify access limitations? (stairs, tight hallways/turns, elevators, HOA rules, etc.)

Yes No

Confirm the full scope of work out loud? (“So today we’re removing X, Y, and Z—did I miss anything?)

Yes No

Flag safety concerns? (sharp items, biohazards, heavy objects)

Yes No

Feedback and Action Items

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Validators Email

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