Title Page
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Select date
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Was a HBB checklist attached and completed with the customer?
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Did the advisor talk the customer through every aspect of the checklist in detail?
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From your observation, are you (the auditor) confident the customer is completely happy with their purchase and has the advisor actively covered all bases that may lead to leakage?
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Can you confirm the advisor did not highlight the 14 day cancellation in a bid to essentially encourage leakage?
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Please provide a brief outline of the sale. Positives/Negatives...
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What changes would you like to see in the Advisor's service?
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Signature of Advisor
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Signature of Auditor
