Audit
Did the BDE follow the 10steps of the planned call?
1. Plan the call 2. Check exterior Point of Sale 3. Greet the customer 4. Check internal Point of Sale and look for opportunities 5. Equipment Audit 6. Coffee Quality Measures A) observe coffee baristas coffee making procedures B) check all coffee equipment is cleaned appropriately C) make Coffee and check extraction is within company guidelines 7. Sell in Single Sales Objective and product extensions 8. Thank the customer and re confirm next visit, date and time. 9. Update relevant actions, Hot Bev notes in SAM, NCC field note in SAM, follow up with Red desk. 10. Plan for the next visit Buisiness initiatives and on site execution.
Competency and comments
Planning
Customer Service
Communication
Sales ability and persuasiveness
Has the BDE performed an Equipment Audit in each call
Strengths - overall individual strengths
Opportunities
SMART action plan
