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Start free trialTemplate: 10-Minute Consultation Scorecard
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Clozo Academy Proprietary Curriculum | The Tanning Business Growth System
Consultant Name: _______________ Date: _______________
Client Name: _______________ Service Interest: _______________
Scoring Rubric (50 points total)
Phase 1: Welcome & Rapport (10 points)
[ ] Greeted client by name within 3 seconds (2 pts)
[ ] Offered beverage (2 pts)
[ ] Made genuine personal connection/compliment (2 pts)
[ ] Client appeared comfortable and engaged (2 pts)
[ ] Transitioned smoothly to discovery (2 pts)
Score: ___/10
Phase 2: Discovery (10 points)
[ ] Asked 'What brought you in today?' (2 pts)
[ ] Asked about previous tanning experience (2 pts)
[ ] Asked about specific events or ongoing goals (2 pts)
[ ] Asked about visit frequency preference (2 pts)
[ ] Took notes and referenced answers later (2 pts)
Score: ___/10
Phase 3: Skin Assessment (10 points)
[ ] Assessed skin type using Fitzpatrick scale (2 pts)
[ ] Asked about sensitivities or allergies (2 pts)
[ ] Recommended specific bed level or solution (2 pts)
[ ] Explained why the recommendation fits their skin (2 pts)
[ ] Addressed any concerns with expertise (2 pts)
Score: ___/10
Phase 4: Recommendation (10 points)
[ ] Presented membership using cost-per-visit math (2 pts)
[ ] Handed comparison sheet and let client review (2 pts)
[ ] Connected recommendation to client's stated goals (2 pts)
[ ] Mentioned specific benefits tied to client's interests (2 pts)
[ ] Used assumptive language ('When you join Gold...') (2 pts)
Score: ___/10
Phase 5: Close (10 points)
[ ] Asked for the sale directly (2 pts)
[ ] Handled objections using SOP-004 (2 pts)
[ ] Presented risk reversal/guarantee (2 pts)
[ ] Created urgency without pressure (2 pts)
[ ] Scheduled next step (membership start or follow-up) (2 pts)
Score: ___/10
TOTAL SCORE: ___/50
Rating
45-50: Exceptional — Model this consultation for training
40-44: Strong — Minor refinements needed
35-39: Adequate — Focus on weakest phase next week
Below 35: Needs coaching — Schedule 1-on-1 training session
Coaching Notes
Strengths:
_________________________________
Improvement Areas:
_________________________________
Action Items for Next Consultation:
_________________________________
Clozo Academy Proprietary Curriculum