Coach - Rep - Date

  • Location:

  • Employee Reviewed:

  • Manager:

SSE

  • What type of interaction is being observed?

GREETING

  • Did you hear "Welcome to Sprint...."?

  • Was the customer met near the front of the store within 3 seconds of entering?

  • Was their an exchange of names?

  • Overall score for customer greeting:

  • Overall score for presentation:

OPEN QUESTION (check all that were asked/info gathered)

  • How many lines are they looking for?

  • Who are the users?

  • Where do you work?

  • Who is their current carrier?

  • How important is coverage? Do they travel? Did they do a coverage check on the iPad?

  • What phone do they have now? Likes and dislikes?

  • Do they have a wish list? What improvements would they like to see in the new model? Durability? Battery life? Screen size? Storage size/memory card? Etc...

  • What apps do they use most?

  • What other electronics do they have in the home? Tablets? Which OS?

  • Overall score for qualifying questions:

PRESENTATION / SALES PROCESS

  • Did the rep use personalized answers from the qualifying questions in order to make recommendations?

  • Did the rep explain personalized BENEFITS in their pitch, rather than general features?

  • Did the rep "BUNDLE" the monthly and out of pocket price with SPC?

  • Was their an iPad presentation?

  • Did the rep SHOW at least one protection accessory and one power accessory?

  • Rank the accessory pitch:

  • Was TEP addressed during the presentation phase?

  • Rank the TEP pitch

  • Was Buyback addressed during the presentation phase? (Did rep ask about other unused phones @ home?)

  • Rank the Buyback pitch:

EMERGING PRODUCTS

  • Talked about / Mentioned Sprint Phone Connect:

  • Rank the SPC pitch:

  • Talked about / Mentioned Tablets (*** iPad ***):

  • Rank the iPad pitch:

  • Talked about / Mentioned Mobile Broadband:

  • Rank the Mobile Broadband pitch:

CLOSING

  • Did the rep ask for the sale using a soft or hard close?

  • Was their an objection?

  • Did the rep overcome the objection?

WRAP UP & READY NOW

  • Was Ready Now performed? (Did the customer know it was being preformed?)

  • Rank Ready Now Overall:

  • Was CSAT Survey Covered Adequately?

  • Rank the CSAT pitch:

  • Did the rep offer assistance with anything in the future? (ie.....Ready Now Workshop):

  • Did the Rep give out AT LEAST 2 business cards?

  • Did the rep ASK for referrals?

SALES RECAP

  • How many phones purchased?

  • Emerging Product purchased?

  • How many accessories purchased?

  • Buyback?

  • TEP?

  • Please rank the sale overall:

  • Manager Comments:

REVIEW WITH REP

  • What went well?

  • What could you have done differently?

  • Commitment Statement: I WILL......

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.