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TDL Nudge Role Play Evaluation

Complete once per round for the Agent role. Practice session, not certification.

Identity The Evaluation

Cohort

*

Round

*

Agent's Name

*

Evaluator's Name

*

Evaluator Role

*

Outcome

A Close Achieved

*

A Close Achieved

A

Yes (CFA + HIPAA complete live, plus state form if applicable)

B

No

If No, primary reason

A

Drift to later

B

Tech friction (PandaDoc open or sign)

C

Lost trust or defensiveness increased

D

Missed decision authority

E

Weak commitment ask

F

Over explained or info dump

G

Other

If Other, specify

Nudge Mastery Scores (0–2)

Start Where They Are (0–2)

*

Start Where They Are (0–2)

A

0 = Missing

B

1 = Partial

C

2 = Strong

Open The Possibilities (0–2)

*

Open The Possibilities (0–2)

A

0 = Missing

B

1 = Partial

C

2 = Strong

Clarify What’s True (0–2)

*

Clarify What’s True (0–2)

A

0 = Missing

B

1 = Partial

C

2 = Strong

Imagine What’s Next

*

Imagine What’s Next

A

0 = Missing

B

1 = Partial

C

2 = Strong

Commit To The Path Forward

*

Commit To The Path Forward

A

0 = Missing

B

1 = Partial

C

2 = Strong

Ethical Influence Discipline

Ethical Influence Discipline (check all that were true)

*

Ethical Influence Discipline (check all that were true)

No legal advice

No guarantees

No pressure or fear tactics

Caller autonomy preserved (choices and consent)

Observation Notes

One Keep (1 sentence)

*

One Refine (1 sentence)

*

Areas to Develop

*