Coaching Observation

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

PAYM

• Printed of a compass sheet to attach to top up receipt?

  Yes

  No

  N/A

• Has Approached the customer as soon as the customer came into the store?

  Yes

  No

  N/A

• was the customer asked if they have a tablet?

  Yes

  No

  N/A

• Has an an additional line been offered? if purchasing a phone was the additional line pitched before collecting the new phone?

  Yes

  No

  N/A

• Demo?

  Yes

  No

  N/A

Upgrades

• has recycle information been printed for the customer and attached to our paperwork?

  Yes

  No

  N/A

• has the compass print out been attached to repair sheet?

  Yes

  No

  N/A

PAYG

• has customer been asked if they want a SIM for their tablet.

  Yes

  No

  N/A

• has customer been ask if they would like a dongle.

  Yes

  No

  N/A

• has orange Wednesday's Breen explained and orange payg SIM offered?

  Yes

  No

  N/A

• has a SIM card been offered for their old phone?

  Yes

  No

  N/A

HBB

• Has a line check been completed and attached to paperwork?

  Yes

  No

  N/A

• has customer had the line check before getting the customers new phone from stock?

  Yes

  No

  N/A

• has the customers current provider and reason for not taking is today been noted on line check?

  Yes

  No

  N/A

EE

• Was 4G demo'd?

  Yes

  No

  N/A

• Was sharer plans descussed?

  Yes

  No

  N/A

• was EE offered first?

  Yes

  No

  N/A

Business

• was the customer asked where they work?

  Yes

  No

  N/A

Clone

• was clone phone offered?

  Yes

  No

  N/A

• was clone phone features discussed?

  Yes

  No

  N/A

Accessories

• was an essentials pack offered? if not applicable was any accessory offered?

  Yes

  No

  N/A

NPS

• was the text that the customer will receive mentioned and feedback on service promoted?

  Yes

  No

  N/A

• was the welcome pack used?

  Yes

  No

  N/A

• Any other comments:

• I have read and understood all the above.

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