Information
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Document No.
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Conducted on
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Store Name
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Prepared by
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Managers Working
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Location
Communication
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Shift Start Meeting took place
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What were the top 3 things covered?
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How many items was rep able to recall?
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Does Manager have coaching plan to follow Up?
Coaching
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Pick 2 Bottom Performers
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Name 1:
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What Are the employees top opportunities?
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Are we coaching to opportunities?
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Are we coaching rep daily? 5 per week?
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Is coaching consistent and does it make sense?
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Is there evidence that rep is making an effort?
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Name 2:
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What Are the employees top opportunities?
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Are we coaching to opportunities?
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Are we coaching rep daily? 5 per week?
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Is coaching consistent and does it make sense?
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Is there evidence that rep is making an effort?
Employee Development
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Does Manager have evidence of coaching future leadership?
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Does Manager have weekly 1 on 1 with ASM?
Sales Process
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Interaction 1
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Rep Name:
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What was the type of transaction?
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Connect
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Was rep smiling
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Were they greeted professionally?
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Was there a transition to discovery?
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Discovery
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How phone is used?
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Typical Day?
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Devices accessing Internet?
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What is home Internet?
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Advocate
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Phone Bundle/Immediate Need?
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Accessory Wall
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Connected Devices
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Home Services
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Interaction 2
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Rep Name:
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What was the type of transaction?
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Connect
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Was rep smiling
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Were they greeted professionally?
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Was there a transition to discovery?
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Discovery
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How phone is used?
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Typical Day?
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Devices accessing Internet?
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What is home Internet?
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Advocate
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Phone Bundle/Immediate Need?
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Accessory Wall
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Connected Devices
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Home Services
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Interaction 3
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Rep Name:
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What was the type of transaction?
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Connect
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Was rep smiling
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Were they greeted professionally?
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Was there a transition to discovery?
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Discovery
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How phone is used?
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Typical Day?
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Devices accessing Internet?
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What is home Internet?
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Advocate
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Phone Bundle/Immediate Need?
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Accessory Wall
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Connected Devices
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Home Services
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Is there a follow up process to funnel missed opportunities?
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Are all managers aware of pipeline and calls to make?
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Signature of review: