🤝 Weekly Check-In Form
IMPORTANT: Please complete this form at least 3 days before your scheduled check-in call.
**BASIC INFO**
Name
*
Nombre
Email
*
Date
*
Fecha
Your role?
*
**CURRENT STATE**
How are you feeling about work right now?
*
⭐ 1 – Very unhappy
⭐⭐ 2 – Unhappy
⭐⭐⭐ 3 – Neutral
⭐⭐⭐⭐ 4 – Happy
⭐⭐⭐⭐⭐ 5 – Very happy
Tell us a little more about why you feel that way
*
CONFIDENCE + TRAINING
How confident do you feel with our products?
*
⭐ 1 – Not confident at all
⭐⭐ 2 – Slightly confident
⭐⭐⭐ 3 – Somewhat confident
⭐⭐⭐⭐ 4 – Confident
⭐⭐⭐⭐⭐ 5 – Very confident
How confident do you feel completing your jobs?
*
⭐ 1 – Not confident at all
⭐⭐ 2 – Slightly confident
⭐⭐⭐ 3 – Somewhat confident
⭐⭐⭐⭐ 4 – Confident
⭐⭐⭐⭐⭐ 5 – Very confident
SKILLS + LEARNING
What is something you feel you are getting better at?
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What is something you are still unsure about or struggling with?
*
SUPPORT + CLARITY
Do you understand?
*
Payroll
Quality Scoring
Customer Feedback
Performance Support
What would you like more clarity on?
*
What support do you need right now?
*
EXPERIENCE
What’s been going well for you lately?
*
What’s been a little challenging or frustrating?
*
ATTENDANCE
How do you feel about your Attendance?
*
⭐ 1 – Struggling
⭐⭐ 2 – Needs improvement
⭐⭐⭐ 3 – Okay
⭐⭐⭐⭐ 4 – Good
⭐⭐⭐⭐⭐ 5 – Excellent
If struggling, what’s going on?
CLIENT EXPERIENCE
How many WOWs did you complete this month?
*
0
1
2
4
4+
How many Care Focuses did you complete this month?
*
0
1
2
4
4+
Share one WOW or Care Focus that stood out to you.
*
RETENTION
Right now, how do you feel about staying long-term?
*
Yes
Not sure
No
Signature
*
Clear