Service Manager

Prepare for a tech performance conversation

  • Est. time saved20 min per conversation
  • Works withCopilot · ChatGPT · Gemini
  • GroupBook & Do the Work
  • Ref.WO-0070
Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.

When to use it

Before a tough conversation about performance.

The prompt

Copy this, then replace everything in [brackets].

Help me prepare for a performance conversation.
Tech: [initials], role: [service tech]
Issue: [specific behaviors, dates, impact: recalls, complaints, lateness, paperwork]
What I've already tried: [coaching, ride-alongs]
Goal: [clear expectations, improvement plan]

Give me an outline: opening, facts, impact, their side (questions to ask), expectations, support we'll provide, follow-up date. Fair and direct. Check with HR/owner before any formal action.

Before / after

Before: A conversation that becomes a shouting match, or never happens.

After (example output):

Opening: ‘I want to talk about the last month, because I want you to succeed here.’ Facts: 4 of last 9 recalls, 3 late arrivals without calling. Ask: ‘What’s going on from your side?’ Expectations: call ahead if late, checklist on every capacitor job. Follow-up: 2 weeks.

Tips

  • Keep names and HR details out of the AI; use initials.
  • 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.