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Run: Counter Sale Attach and Add-On Coaching Form

A post-observation coaching form for counter sales managers to review how associates attach wipers, filters, fluids, and other add-ons during live transactio...

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Observation Details

Date of Observation (required)

Time of Observation (required)

Store / Location (required)

Manager / Observer Name (required)

Associate Being Coached (required)

Associate Tenure (required)

Number of Transactions Observed (required)

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 (required)

Wipers: Customer accepted the wiper offer (required)

Filters: Associate offered / suggested filters (air, cabin, oil) where applicable (required)

Fluids / Chemicals: Associate suggested related fluids or chemicals (required)

Other Add-Ons: Associate suggested any other complementary products

Which add-on categories were relevant during the observed transactions? (Select all that apply) (required)

Sales Technique Observation

Associate greeted the customer promptly and professionally (required)

Associate asked qualifying questions to identify add-on opportunities (e.g., 'When did you last replace your wipers?') (required)

Associate demonstrated product knowledge when presenting add-ons (required)

Associate handled customer objections or hesitation effectively (required)

Associate used positive, benefit-focused language when suggesting add-ons (e.g., 'This will protect your vehicle...') (required)

Overall sales technique rating for this session (required)

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) (required)

Primary development focus for this coaching session (required)

Specific action the associate agreed to take (required)

What will the manager do to support the associate? (required)

Follow-Up Observation / Check-In Date (required)

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 (required)

Check this box to confirm the debrief conversation occurred before submitting this form.

Yes No N/A

Associate acknowledged the coaching feedback (required)

Manager Signature (required)

By signing, the manager confirms this observation and coaching record is accurate.

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