CM VISIT

• Document No.

• CM store visit

• Location
  Address

• Conducted on

  Date

• Prepared by

• Store Manager:

• Furnishing DTL:

• Consultant:

KPIs

• MTD sales?

  meeting expectation

  expectations not met

• Is lead and $ conversion acceptable?

  Yes

  No

  N/A

• Are all final payments collected and entered into Insyte?

  Yes

  No

  N/A

• Monthly errors?

  meeting expectation

  expectations not met

• Are leads within 2 weeks?

  Yes

  No

  N/A

• Customer complaints?

  no complaints

  complaints

• Is the weekly communication conducted?

  Yes

  No

  N/A

• Have pending quotes been followed up and communication entered in Insyte?

  Yes

  No

  N/A

• Is the consultant completing Daily business report and emailing RM &STL?

  Yes

  No

  N/A

PRESENTATION

• Is CM area clean and tidy?

  Yes

  No

  N/A

• Are displays current and in good condition?

  Yes

  No

  N/A

• Does CM have appropriate signage?

  Yes

  No

  N/A

• Vehicles serviced and in good condition?

  Yes

  No

  N/A

• Are samples in good condition? Store and consultant

  Yes

  No

  N/A

• Are Ad signs utilised effectively?

  Yes

  No

  N/A

• Are CM Brochures on display?

  Yes

  No

  N/A

Safety Requirements

• Are child safety brochures on display?

  Yes

  No

  N/A

• Are CIWC Stickers and sign offs been completed?

  Yes

  No

  N/A

ORDER MANAGEMENT

• Have quotes been provided for all opportunities?

  Yes

  No

  N/A

• Have all payments been allocated correctly?(quotes with deposits)<br>

  Yes

  No

  N/A

• Have shop floor fabric been actioned,finalised and activity resolved

  Yes

  No

  N/A

• Have activities been action,resolved and utilised correctly?

  Yes

  No

  N/A

• Have pick up customers been contacted,invoice generated and finalised?

  Yes

  No

  N/A

• Is receipting up to date?

  Yes

  No

  N/A

• Is CM products stored correctly?

  Yes

  No

  N/A

• Have cold pigs been identified and actioned?

  Yes

  No

  N/A

TOOLS OF THE TRADE UTILISED

• Is the CB website been utilised?

  Yes

  No

  N/A

• Is SLICK been used for Pacific,TRE and fabric WIP reports?

  Yes

  No

  N/A

• Is Vadain website been utilised?

  Yes

  No

  N/A

KIOSK

• Is Kiosk clean and tidy?

  Yes

  No

  N/A

• Are all samples up to date and have signage?

  Yes

  No

  N/A

• Is Kiosk website been utilised?

  Yes

  No

  N/A

TRAINING

• What training was provided to store and who?

  training provided

  training not provided

• Is there further training required at store? (Training requirement and whom)

  Yes

  No

  N/A

• State Team Leader

  Sign

• Store Manager or Department Team Leader

  Sign