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NC Region Sales Ride-Along Checklist

by Brian Peters, from the Community

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This NC Region Sales ride-along checklist helps supervisors plan, observe, and coach field representatives during home repair consultations. Track lead type accuracy across services such as piering, wall repair, concrete lifting, crawlspace encapsulation, and basement waterproofing. Evaluate arrival, questionnaire, inspection, presentation, and closing using 1–5 scoring, while capturing notes, photos, GPS, timing, and sketches. Confirm use of software, elevate customer goals, present fix-and-protect options, and discuss financing. Finish with sign-off to document outcomes and next steps.

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Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.