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People Development
Phase 4 - Initial Walkthrough (copy) (copy)
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General Manager Email
example@example.com
Area Director Email
example@example.com
Vice President Email
example@example.com
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
Validators Name
Validators Email
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