Coaching Tool · Ride-Along Scorecard
Walk-Around Manager Scorecard
Use this during ride-alongs to score advisor walk-around behavior on a 1–5 scale. Total updates automatically. Hit "Print" for a clean paper version. Hit "Clear" to start fresh.
How to use: Observe one walk-around start to finish. Score each category. Use the notes field for specific coaching points. Review with the advisor within 24 hours — the closer to the moment, the better the coaching sticks.
Walk-Around Behaviors
1. Pre-Arrival Preparation
RO reviewed, history checked, recalls noted, customer name known, kit ready
2. Greeting at the Vehicle
Met customer at the car (not the desk), eye contact, smile, used customer's name
3. Transition Into the Walk-Around
Confident bridge into inspection without asking permission or sounding scripted
4. Routine & Consistency
Used the seven-stop counter-clockwise routine, no skipped sections, ~90 seconds
5. Inspection Quality
Caught visible damage, tires, lights, leaks, dash warnings — didn't miss the obvious
6. Customer Involvement
Pointed at findings, paused for customer to see, asked the "anything else?" question
7. Language & Trust
Plain English, no fear tactics, no jargon, confident not pushy
8. Documentation Quality
Pre-existing damage logged, customer concerns verbatim, walk-around flags for tech
9. Technician Handoff
30-second brief to tech with headline, flags, and video focus
10. Closing the Customer
Specific time window, contact confirmed, advisor name reintroduced, confidence statement
Total Score
0 / 50
Coaching Notes
Scoring guide: 5 = excellent, coach others · 4 = strong, minor opportunities · 3 = meets standard ·
2 = below standard, needs coaching · 1 = not meeting expectations