Level 10 OSL Validation (copy) (copy)

Teammate Name

Widget

Custom widget — review for native equivalent.

Teammate Email

example@example.com

Location *

Widget

Custom widget — review for native equivalent.

DoO Email

example@example.com

General Manager Email

example@example.com

Area Director Email

example@example.com

Vice President Email

example@example.com

What type call is being completed

1. Did the operator introduce themselves, confirm they were speaking with the customer, and set a clear purpose for the call in a friendly and professional way?

YES NO

2. Did the operator clearly confirm that the job had been cancelled and transition the conversation into understanding the customer’s situation?

YES NO

3. Did the operator uncover the specific reason the customer cancelled the service?

YES NO

4. Did the operator clarify the customer’s expectation around price or budget for the project?

YES NO

5. Did the operator probe to understand the customer’s actual project goal or desired outcome (space, cleanup, move, renovation, etc.)?

YES NO

6. Did the operator demonstrate active listening by summarizing or reflecting the customer’s concerns before responding?

YES NO

7. Did the operator identify and clarify the specific objection or barrier that prevented the job from moving forward?

YES NO

8. Did the operator build value in the service by connecting it to the customer’s goal (saving time, clearing space, reducing effort, convenience)?

YES NO

9. Did the operator confidently offer a clear next step or solution that could help the customer move forward?

YES NO

10. Did the operator leave the call with a clear documented outcome, including the cancellation reason, price explanation, objection details and next step?

YES NO

SCORE

Feedback and Action Items

Validators Name

Validators Email

example@example.com