Write ride-along coaching notes
Part of kit: New tech onboarding (step 4 of 5)
Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.
When to use it
After riding along with a tech.
The prompt
Copy this, then replace everything in [brackets].
Turn my ride-along notes into coaching notes.
Tech: [first name / initials], experience: [years]
Calls observed: [list: type, what happened]
Strengths: [what they did well]
Gaps: [diagnostics, communication, options presentation, cleanliness, paperwork]
Output: 3 strengths with specific examples, 2 focus areas with what 'good' looks like, and one thing to practice this week.
Before / after
Before: ‘Good job today, keep it up.’
After (example output):
Strengths: (1) Put down shoe covers and a drop cloth without being asked. (2) Explained the capacitor failure clearly. Focus: offer options before starting work; on call 2 he started the repair before presenting the price. Practice: present 3 options on every repair this week.
Tips
- Do it within 24 hours while it’s fresh.
- Use tech first names or initials in prompts.
- Coach behaviors, not personalities. Ask the AI to keep it specific.
- Review every draft before you send it. You’re accountable for what goes out.
Fill in the brackets
Type your details and the prompt below updates. Everything stays in your browser.
Leave out: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs. Use initials or general terms instead.