Internal tool — prototype with demo data. Not client facing.

Management viewMG

2026-07-08 10:00 · 60 min · Week 2, lesson 2

Private Lesson

Delivered by Keith

Auto-matched97%Auto-published

Demo dataSeeded for prototype review — no live client records.

Moose
OwnerAlicia ReyesTrainerKeith

Session summary

Generated from the matched recording.

Recall foundations on a 20 ft line. Client raised that recall fails with squirrel distraction; trainer reframed success at the doorway and set a measurable threshold.

Skills taught

Long-line recallThreshold pause at the door

Homework issued

  • • Ten 20 ft recalls daily on the long line
  • • Door threshold reps before each walk

Client progress

Kept separate from trainer execution.

Client confidence (self-reported)
2/5
Closing standard
Closing questions asked
Owner concerns raised
• Recall breaks in the backyard — raised
Open Moose's record

Lesson score · SOP v1.2

7 categories, each 1–5 × weight, total /100. Things to watch are reported separately.

ECOLLAR_RECALL
75/100SolidSolid quality
Owner hands-on
45-55%
Dog out at
min 4
Owner understanding risk
low
Profanity count (not scored)
0
CategoryScoreWeightPoints
Setup & Check-in4/5×28/10
Method Accuracy & Safety4/5×416/20
Explaining the Why4/5×312/15
Demo → Rehearse → Owner Reps4/5×416/20
Live Coaching of the Owner2/5×36/15
Close & Homework4/5×312/15
Professionalism & Client Experience5/5×15/5

ICA Teaching Loop

ExplainDemonstrateTogetherSoloRecap & check

Things to watch

Informational coaching signals; they never cap the score.

Owner performed soloYes

Owner ran at least one rep with the trainer silent.

Recap & checkYes

Owner explained the skill back in their own words.

Homework + supportYes

Owner restated the homework with reps and times per day.

Closing Ritual

Solo demo, recap & check, homework + support, owner feedback.

  • Solo demoYes
  • Homework + supportYes
  • Lesson wrap-upYes
  • Specific planYes
  • Owner feedback (did well · watch for · dog tendencies)No
  • Avoided "Good luck, see you next week"Yes

Flags & adaptations

Critical flags go to Keith review. Review flags go to Keith/Adrianah to clear and don't change the score.

No flags or adaptations on this lesson.

Coaching feedback

One thing that worked, one thing to tighten.

Strengths

  • Trainer paraphrased the client's concern before responding.

Top coaching points

  1. 1. Client self-reported 2/5 at the close.

    Why: The owner has to reproduce this at home without the trainer standing next to them.

    Try this: Run the Closing Ritual: "So that I know I explained it well, show me once on your own, then tell me your plan for this week."

Category evidence

Timestamped transcript evidence behind each score.

Setup & Check-in

4/5

Concern was named back to the client and converted into a measurable target.

00:06:12TrainerAI 91%Auto-published
“So the hardest moment is the doorway, not the walk. Let's measure success at the door this week.”

Method Accuracy & Safety

4/5

Demo estimate — no category-specific evidence captured in this sample record.

Explaining the Why

4/5

Demo estimate — no category-specific evidence captured in this sample record.

Demo → Rehearse → Owner Reps

4/5

Full teaching loop present; teach-back was brief but verified.

00:34:20TrainerAI 89%Auto-published
“Run it once without me talking so I can see your timing.”

Live Coaching of the Owner

2/5

Client self-reported 2/5 at the close.

00:56:44ClientAI 95%Auto-published
“Maybe a two? I want to see it work outside first.”

Close & Homework

4/5

Timeline tied to a milestone rather than a date.

00:47:02TrainerAI 86%Auto-published
“Two weeks of this at 20 feet, and if we get four out of five we move to 30.”

Professionalism & Client Experience

5/5

Trainer paraphrased the client's concern before responding.

00:05:38ClientAI 93%Auto-published
“I feel like he only listens when nothing interesting is around.”