Assisted Sales Visit Report

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

First Impressions (12 Points)

• Was the exterior of the store clean and dirt free with the correct signage in place?

  Yes

  No

  N/A

• Was the store interior clean, dust free and without any POS missing?

  Yes

  No

  N/A

• Did the store have music playing?

  Yes

  No

  N/A

• How many consultants were in and were they all based on the shopfloor?

  Yes

  No

  N/A

• Were the consultants and BM wearing the correct uniform?

  Yes

  No

  N/A

• Did the consultants have tablets on them at all times?

  Yes

  No

  N/A

• Was there a CJL in place to greet? (3 consultants and above)

  Yes

  No

  N/A

• Did the Consultant ALWAYS use Pinpoint before PIE?

  Yes

  No

  N/A

• Was the "Customer Plan" displayed on the noticeboards or in a relevant place Instore

  Yes

  No

  N/A

• Was the most recent Customer Weekly dashboard on display?

  Yes

  No

  N/A

• Was the previous Mystery Shop report on display and were the consultants aware of their previous result?

  Yes

  No

  N/A

Greet. (10 points)

• Did ALL customers receive an acknowledgement of any kind within 20 Seconds?

  Yes

  No

  N/A

• Were ALL customers approached within 4 Minutes?

  Yes

  No

  N/A

• Did the Consultant give their name during the initial interaction or during Data Capture?

  Yes

  No

  N/A

• Did the Consultant fulfil the data capture requirements?

  Yes

  No

  N/A

Compelling Reasons. (14 points)

• Did the consultant mention that we sell "More Networks"

  Yes

  No

  N/A

• Did the consultant mention that we have "More Tariffs"?

  Yes

  No

  N/A

• Did the Consultant mention that we are the "Best Value"?

  Yes

  No

  N/A

• Did the Consultant mention "Price Promise"?

  Yes

  No

  N/A

• Did the consultant mention that we use "PINPOINT" during the initial introduction?

  Yes

  No

  N/A

• Did the consultant mention that we use the "Data Calculator" to find out heir needs?

  Yes

  No

  N/A

• Did the Consultant mention our ability to take "Trade Ins"?

  Yes

  No

  N/A

Introduce and show tariffs (10 Points)

• Did the Consultant explain, based on the "compelling reasons" we use pinpoint to ensure the perfect combination for the customer?

  Yes

  No

  N/A

• Did the Consultant explain that they can search "All of the Networks and Tariffs?

  Yes

  No

  N/A

• Did the Consultant "Compare The Deals"

  Yes

  No

  N/A

• Did the Consultant show and explain to the customer a selection of tariffs and networks?

  Yes

  No

  N/A

• Did the Consultant mention the "Best Match"?

  Yes

  No

  N/A

Data Calculator. (4 Points)

• Did the Consultant mention, explain and show the benefits of the "Data Calculator" option to the customer before continuing to the tariff section?

  Yes

  No

  N/A

• Did the Consultant show and explain the benefits of taking the next tariff up whilst using the "Data Calculator"?

  Yes

  No

  N/A

Closing the Sale!. (10 Points)

• Did the Consultant summarise the benefits of how the deal best matched the customers needs?

  Yes

  No

  N/A

• Did the Consultant lead the customer to the till by saying "shall we do the deal now" or words to that effect?

  Yes

  No

  N/A

• Did the Consultant summarise the benefits of shopping with CPW?

  Yes

  No

  N/A

• Did the consultant explain and use the "Geek Squad Needs sheet" correctly?

  Yes

  No

  N/A

• Did the Consultant recommend OR mention any accessories?

  Yes

  No

  N/A

Farewell. (4 Points)

• Did the Consultant advise the customer to return for any additional help or if they had any questions?

  Yes

  No

  N/A

• Did the Consultant SMILE and thank the customer or give any other kind of farewell?

  Yes

  No

  N/A

Overall Comments.

Signature (BM & Reviewer)

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