Business Centre Visit Report

• Business Centre Visit

• Conducted on

  Date

• Prepared by

• Previous Visits Score

People

• All vacancies filled or being recruited?

  Yes

  No

  N/A

• All colleagues completed induction?

  Yes

  No

  N/A

• Colleauges rostered and deployed correctly?

  Yes

  No

  N/A

• Colleagues utilised correctly?

  Yes

  No

  N/A

• Period reviews completed?

  Yes

  No

  N/A

• Complete 2 call outs observations

Customer

• Quote pipeline reports up to date?

  Yes

  No

  N/A

• Channel support reports up to date?

  Yes

  No

  N/A

• Marketing update briefed?

  Yes

  No

  N/A

• Weekend deals briefed?

  Yes

  No

  N/A

• Customer UDF profiling being completed?

  Yes

  No

  N/A

• Colleagues aware of the B2B deals?

  Yes

  No

  N/A

• Business Customer Manager understand the event support process?

  Yes

  No

  N/A

• Colleagues understand new B2B propositions (CPW Business, LNPG, Employee Benefits)?

  Yes

  No

  N/A

Operations

• All colleagues under Storehubman access?

  Yes

  No

  N/A

• All colleauges have Skype for Business?

  Yes

  No

  N/A

• Access to shared mailbox?

  Yes

  No

  N/A

• All colleagues have Office 365?

  Yes

  No

  N/A

• Distributors Login & Password?

  Yes

  No

  N/A

• CPW Business Referral login & Password?

  Yes

  No

  N/A

• DPD Login & Password?

  Yes

  No

  N/A

• Web portal Login & Password?

  Yes

  No

  N/A

Finance

• Hitting Total B2B Sales Budget?

  Yes

  No

  N/A

• Hitting EA Sales Budget?

  Yes

  No

  N/A

• Hitting Extended Range Sales Budget?

  Yes

  No

  N/A

• Hitting Extended Range Margin Budget?

  Yes

  No

  N/A

• Hitting SmartPlan SOB Budget?

  Yes

  No

  N/A

• Hitting CPW Business Referrals Target?

  Yes

  No

  N/A

• Have previous periods actions been completed?

  Yes

  No

  N/A

Activity to drive performance

• People

• Customer

• Operations

• Finance

• Support needed

• Business Customer Manager/General Manager

  Sign

• Supporting evidence

  Media