Consultant Observation

• Branch

• Conducted on

  Date

• Prepared by

• Consultant

Welcome

• Did the consultant give a world class greeting?

  Yes

  No

  N/A

• Did they have their tablet in hand?

  Yes

  No

  N/A

Browser

• Did the consultant attempt to build a rapport?

  Yes

  No

  N/A

• Did they ask what the customer was interested in?

  Yes

  No

  N/A

• Did they pitch an appropriate deal?

  Yes

  No

  N/A

• Did they ask a good telco question?

  Yes

  No

  N/A

• Did they mention any buying benefits?

  Yes

  No

  N/A

Prepay

• Did the consultant use pinpoint to establish the customers needs?

  Yes

  No

  N/A

• Did they attempt to upsell to a sub or sim only?

  Yes

  No

  N/A

• Did the consultant pitch an accessory?

  Yes

  No

  N/A

• Did the consultant recommend geek squad with conviction?

  Yes

  No

  N/A

• Did the consultant have a good telco conversation?

  Yes

  No

  N/A

• Did they pitch a specific telco deal?

  Yes

  No

  N/A

• Did the customer receive World Class service?

  Yes

  No

  N/A

Contract

• Did the consultant use pinpoint to establish the customers usage and needs?

  Yes

  No

  N/A

• Did they offer a demo of the handset?

  Yes

  No

  N/A

• Did the consultant highlight the customers trade in value?

  Yes

  No

  N/A

• Did the consultant use future proof to highlight potential usage?

  Yes

  No

  N/A

• Did they actively attempt to upsell?

  Yes

  No

  N/A

• If appropriate did the consultant offer additional connections?

  Yes

  No

  N/A

• Did the consultant pitch an accessory?

  Yes

  No

  N/A

• Did the consultant recommend geek squad with conviction?

  Yes

  No

  N/A

• Did the consultant have a good telco conversation?

  Yes

  No

  N/A

• Did they pitch a specific telco deal?

  Yes

  No

  N/A

• Did the consultant complete all steps required for a converted journey?

  Yes

  No

  N/A

• Did the customer receive World Class service?

  Yes

  No

  N/A

• Observer Signature

  Sign