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People Development

Phase 5 - Estimate (copy)

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Location *

Widget

Spreadsheet to Form widget

General Manager Email

example@example.com

Area Director Email

example@example.com

Vice President Email

example@example.com

Teammate Performing Role Play *

Phase 5: Estimate

Clarity builds confidence, confidence builds trust

Did they present the estimate with their partner present?

Yes No

Did they hold the clipboard and confidently reference the price sheet?

Yes No

Did they explain the full scope of the service we provide/items we are taking?

Yes No

Was the estimate specific and relevant to the project?

Yes No

Did they clearly explain truck volume and what the price represents?

Yes No

Did they start with a full load and work their way down?

Yes No

Did they deliver pricing with clarity, confidence, and enthusiasm?

Yes No

Did they use the rules of the range- (unless minimum - 1/6)?

Yes No

Did they use an assumptive close aligned with the customers value keys/project? (make space for possibility)?

Yes No

Did they identify and adjust to the customer's personality type?

Yes No

Score

control_calculation (computed score field)

Feedback and Action Items

Validators Name

Validators Email

example@example.com

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