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LCO In Person Appointment Scorecard
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LCO In Person Appointment Scorecard
This is the Expert Scorecard for shadowing In-Person Appointments. Appointments can be shadowed by Leads and/or SVMs in-person or virtually.
Instructions
:
Checklist:
Select a checkmark next to each objective met.
Scale
: Apply 1-5 rating for each statement.
1 = Does not meet any expectations
2 = Does not meet some expectations
3 = Meets expectations
4 =
Exceeds expectations
5 =
World-class
*Note: If any elements do not apply, give full credit.
The final score is based out of 100 points. Experts can expect feedback from Lead/SVM following each shadowed appointment.
Email
*
settings
Expert Name
*
settings
- Choose -
Abbygail Talao
Adrienne Williams
Alexes Valle-Rodriguez
Amanda Gimlin
Annie Langford
Billy Garcia
Brian Cossio
Chelsea Mack
Chrissy Nixon
Christina Yu
Christopher Chavez
Danielle Shatara
Danny Sanchez
Darshna Patel
Devesh Bhargava
Eileen Donovan
Elizabeth Balboni
Georgia McClain
Gina Curcio
Ebony Noziere
Francisco Ramos
Hagop Mouradian
Hajleigh Nebeker
Hope Caton
Howard Beardsley
Ian Sexton
Isabella Miller
Jacqueline Rivera
Jeniffer Varela
Jonathan Sherbine
Julia Lund
Julio Cortez
Kaidon Ho
Kara Simone
Katrina Feil
Kendra Lockhart
Kevin Ngo
Keyundi Brown
Koyaana Redstar
Lauren Castillo
Mario Diaz-Moresco
Mary Griffith
Mehla Hicks
Meredith Derman
Natasha Mahdavi
Nick Egan
Parmida Hamzeh
Peter Kye
Sam Acheson
Samantha Equale
Samer Noujeim
Sara Beck
Sarah Thomas
Shaniqua King
Sienna Watson-Scott
Taylor Sherman
Tiffany Pham
Vanessa Guevarra
Vanessa Napolitano-Lydon
Yash Joshi
TEST
Location
*
settings
- Choose -
Brentwood
Brooklyn
Chicago
Dallas
Greenwich
Madison
Manhasset
Marin
Midtown
Newport
Palm Beach
Palo Alto
San Francisco - HQ
Soho
Weho
High Value Event
TEST
Category
*
settings
- Choose -
Handbags
FJW
TEST
Consignor Type
*
settings
- Choose -
New
Repeat
TEST
Consignment ID
*
settings
Introduction: Select a checkmark next to each objective met.
*
settings
Expert is in dress code, including lab coat
Expert escorts consignor into office
Expert introduces themselves as category expert
Expert outlines appointment structure
Expert empowers consignor to review commission on iPad
Expert receives confirmation of appointment shadow
Valuation: Select a checkmark next to each objective met.
settings
Expert completes valuation for relevant items
Expert leaves enough time to communicate pricing
Closing: Select a checkmark next to each objective met.
*
settings
Expert reviews list price + potential discounts for all items
Sets post-appointment expectations: LTS, second round of auth, MSP, payment options, RTC fee
Introduces LM + Consignor Concierge team
Expert escorts consignor out of office, sets compliance expectations (when applicable)
Expert exhibits flexibility to meet consignors needs.
settings
1
2
3
4
5
Notes
settings
Expert balances command of conversation while keeping a friendly, approachable tone.
settings
1
2
3
4
5
Notes
settings
Expert showcases category expertise.
settings
1
2
3
4
5
Notes
settings
Expert successfully manages consignor objections.
settings
1
2
3
4
5
Notes
settings
General Observations or Other Notes
settings
Total Score
settings
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LCO In Person Appointment Scorecard
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