Information

  • Store Number

  • Store Name

  • Colleague

  • Conducted on

  • Prepared by

Business Priorities

  • Do they talk to customers about 4G and understand the importance of 4G

  • Do they always offer an upgrade first when appropriate and understand the priority

  • Do they use the Right Sell Document and ensure the customer is on the right tariff

Welcome

  • Acknowledge/approach the customer

  • Explain how we can offer better value

  • Explain of USP and key offerings

  • Use Live Tariff Checker

  • Take the customer on the most appropriate journey for their needs

  • Comment

5 Quick Questions

  • Explanation around questions

  • Ask about current handset and trade in value

  • Find out whether customer was upgrading

  • Ask about handset usage

  • Data capture

  • Comment

Right Phone For You

  • Recommend 2 handsets based on their needs

  • Make single recommendation

  • Present Boxed handset and say 'this is your phone'

  • Bring out a suitable accessory

  • Comment

Future Proof

  • Explain Future Proof

  • Explain how data usage would increase

  • Explore 4G

  • Use trade in value to offset handset cost

  • Enter Product ID to summarise and ask for business

  • Comment

Better

  • Refer back to accessories

  • Talk about Geek Squad and overcome any objections

  • Introduce Broadband and overcome objections

  • Comment

Sorted

  • Summarise and thank customer for service

  • Comment

  • Sign off

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.