Information

  • Observation Date

  • Sales Rep

  • Coached by:

  • Transaction Type

B - Be Ready

  • Customer greeted with proper greeting?

  • Within 5 seconds?

  • Sales rep showing enthusiasm and willingness to help?

E - Emerging Products

  • Was the customer made aware of the Phone Connect Promo?

  • Tablet promos offered?

  • MBB services mentioned?

S - Selling Zones

  • Did the rep visit the lighted audio table?

  • Bluetooth display?

  • iPad offer and promos?

T -TEP

  • Was TEP mentioned to the customer during the sale ?

  • Were the benefits of TEP explained?

  • Was TEP pitched with S&R transaction?

P - Premium Accessories

  • Did the rep show the customer premium charging solutions ? (Mophie, Powerpack)

  • Audio products? (Wireless speakers and headphones)

R - Ready Now

  • Was Ready Now performed?

  • Was the Ready Now mentioned in the survey pitch?

  • Appointment offered? (Ready Now Workshop)

A - Activations

  • Did the rep probe for AAL opportunities?

  • Did the rep make every effort to close the sale ?

C - Check RMS Offers

  • Did the rep mention any RMS offers to the customer ?

  • Did the rep go over multiple options? (Upg Now, etc.)

T - Transaction Time

  • Was the transaction time reasonable in regards to the task?

I - iPad Demonstration

  • Did the rep explain iPad benefits?

  • Was the customer asked needs-based questions?

  • Did the rep demo applications based on customer needs?

C - CSAT Pitch

  • Did the rep provide a Very Satisfied experience?

  • Did the rep explain how the survey works to the customer ?

E - e-recycle

  • Was the customer asked about old devices?

  • Did they position the trade-in as an accessory discount?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.