Information

  • Document No.

  • Conducted on

  • Store Name

  • Prepared by

  • Managers Working

  • Location

Communication

  • Shift Start Meeting took place

  • What were the top 3 things covered?

  • How many items was rep able to recall?

  • Does Manager have coaching plan to follow Up?

Coaching

  • Pick 2 Bottom Performers

  • Name 1:

  • What Are the employees top opportunities?

  • Are we coaching to opportunities?

  • Are we coaching rep daily? 5 per week?

  • Is coaching consistent and does it make sense?

  • Is there evidence that rep is making an effort?

  • Name 2:

  • What Are the employees top opportunities?

  • Are we coaching to opportunities?

  • Are we coaching rep daily? 5 per week?

  • Is coaching consistent and does it make sense?

  • Is there evidence that rep is making an effort?

Employee Development

  • Does Manager have evidence of coaching future leadership?

  • Does Manager have weekly 1 on 1 with ASM?

Sales Process

  • Interaction 1

  • Rep Name:

  • What was the type of transaction?

  • Connect

  • Was rep smiling

  • Were they greeted professionally?

  • Was there a transition to discovery?

  • Discovery

  • How phone is used?

  • Typical Day?

  • Devices accessing Internet?

  • What is home Internet?

  • Advocate

  • Phone Bundle/Immediate Need?

  • Accessory Wall

  • Connected Devices

  • Home Services

  • Interaction 2

  • Rep Name:

  • What was the type of transaction?

  • Connect

  • Was rep smiling

  • Were they greeted professionally?

  • Was there a transition to discovery?

  • Discovery

  • How phone is used?

  • Typical Day?

  • Devices accessing Internet?

  • What is home Internet?

  • Advocate

  • Phone Bundle/Immediate Need?

  • Accessory Wall

  • Connected Devices

  • Home Services

  • Interaction 3

  • Rep Name:

  • What was the type of transaction?

  • Connect

  • Was rep smiling

  • Were they greeted professionally?

  • Was there a transition to discovery?

  • Discovery

  • How phone is used?

  • Typical Day?

  • Devices accessing Internet?

  • What is home Internet?

  • Advocate

  • Phone Bundle/Immediate Need?

  • Accessory Wall

  • Connected Devices

  • Home Services

  • Is there a follow up process to funnel missed opportunities?

  • Are all managers aware of pipeline and calls to make?

  • Signature of review:

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