Counter Sale Attach and Add-On Coaching Form

A post-observation coaching form used by managers to evaluate and coach counter staff on their ability to attach wipers, filters, and other add-on products during customer transactions.

Observation Details

• Date of Observation
• Time of Observation
• Store / Location
• Manager / Observer Name
• Associate Being Coached
• Associate Tenure
• Number of Transactions Observed
  Enter the total number of counter transactions observed during this session.

Attach and Add-On Attempt Assessment

• Wipers: Associate offered / suggested wipers to the customer
• Wipers: Customer accepted the wiper offer
• Filters: Associate offered / suggested filters (air, cabin, oil) where applicable
• Fluids / Chemicals: Associate suggested related fluids or chemicals
• Other Add-Ons: Associate suggested any other complementary products
• Which add-on categories were relevant during the observed transactions? (Select all that apply)

Sales Technique Observation

• Associate greeted the customer promptly and professionally
• Associate asked qualifying questions to identify add-on opportunities (e.g., 'When did you last replace your wipers?')
• Associate demonstrated product knowledge when presenting add-ons
• Associate handled customer objections or hesitation effectively
• Associate used positive, benefit-focused language when suggesting add-ons (e.g., 'This will protect your vehicle...')
• Overall sales technique rating for this session

Barriers and Root Cause

• Were any barriers to attach observed or reported by the associate? (Select all that apply)
• If 'Other' barrier selected, describe briefly
• How did the associate rate their own attach performance during the debrief?

Coaching Action Plan

• Key strength observed during this session (start with a positive)
• Primary development focus for this coaching session
• Specific action the associate agreed to take
• What will the manager do to support the associate?
• Follow-Up Observation / Check-In Date
  Schedule the next observation or check-in within 7–14 days to reinforce the coaching.
• Training resources or job aids assigned (select all that apply)

Session Summary and Sign-Off

• Additional manager notes or context
• Confirm the coaching conversation was held with the associate
  Check this box to confirm the debrief conversation occurred before submitting this form.
• Associate acknowledged the coaching feedback
• Manager Signature
  By signing, the manager confirms this observation and coaching record is accurate.