Coaching / observation
Each checklist follows the same shape as the coaching form: mindset shift, every standard rated M / D / N / NA, the evidence behind the rating, then the plan and the actions agreed. Open one, type your name as the manager, and log the session.
Contact Centre
Sell (and save) — one conversation at a time.
Mindset shift
From “I'm selling a package.”
To “I'm helping someone get the lawn they want”
9 standards
Prepare · Open · Discover · Recommend · Reverse the risk · Handle objections · Next step · Record · Follow up
Open Contact Centre Sell checklistOutbound Save
Put things right before the door closes.
Mindset shift
From “I'm calling to stop a cancellation.”
To “I'm calling to put things right for this customer”
9 standards
Prepare · Reason · Listen · Probe · Respond · Offer · Gain commitment · Exit · Record
Open Outbound Save checklistOperatives
Build trust and customer loyalty — one lawn at a time.
Mindset shift
From “I'm here to sell.”
To “I'm here to advise and look after this lawn”
9 standards
Prepare · Greet · Explain · Clarify · Treat the lawn and notice · Handle concerns · Aftercare explained · Support · Record
Open Lawn Operatives checklistM = Met, D = Developing, N = Not demonstrated, NA = Not applicable. NA is left out of the maths, so a person is only ever measured on what was actually in front of them. Met rate: Green 80% and above, Amber 50–79%, Red below 50%.
Every checklist feeds the same coaching dashboard, so you can look at one team, one person, or the whole programme.
