Information
-
Document No.
-
Audit Title
-
Client / Site
-
Conducted on
-
Prepared by
-
Location
-
Personnel
PAYM
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
UPG
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
PAYG
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
HBB
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
MBB
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
Business
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
ACC
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
Insurance
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
EE
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
Nps
-
Months performance on kpi with % detail
-
Action
- Know your Stock for the day
- Know all current offers
- Create an offer for the Blackboard
- Stock updates throughout the day
- Know your Run Rate
- Check Phone Fund/Compass
- Know and Promote Benefits
- Check Upgrading Customers for Additional Lines
- Stand by PAYG Bay
- Know Sim Only Deals
- Have Demo Phone signed out every day
- Buddy Up with Like for Like Salesperson
- Close the Sale
- Know the Repair System
- Quote Early Upg before doing repair
- Promote LNR if unable to close with Compass
- Only use Compass for Upgrade pricing
- OUK Bill payments, check Upgs
- Quote 'problem' customers.
- Check additional lines due for Upg
- Offer Recycle & Reward to close
- Know your ATR offers
- Offer PAYG MBB Sims
- Know your MBB Offers
- Connected Deals with iPad
- Promote 4G
- Ask how they travel to work
- Ask if they have a tablet/laptop
- Explore local competitors for deals
- Know U24 and Family Boosters
- Use Chalkboard to Drive Sales
- Offer PAYG Sim with UPGs
- Promote Orange Wednesdays via Sims
- Promote Dual Lock on select phones
- Offer HBB to all customers
- Promote Loyalty MBB via use of PAYG Sims
- Promote accessories with every sales
- Ask customer their favourite colour and match to case
- Break cost of Insurance down daily
- Use Compass to bundle CP
- Refer Customer to Dump Bin
- Make customer aware of phone cost
- Know Excess fee of Banks
- Introduce CP early
- Ask "How important is your phone to you?"
- Promote 24hr replacement
- Know CP pricing on each device
- know the commission in business contracts
- liaise with business champions
- ask the customer 'if they work fr themselves '
- complete the business training accreditation
-
Action to be completed by?
-
Action will be checked on?
-
Any further action
Summary
-
My focus this month will be on the following KPI's:
-
I understand that I will still be required to maintain the required standard on the KPI's not mentioned in this performance action plan
-
Agreed by sales colleague
-
Agreed by manager.
