Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
Approach/Greeting
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Did the associate say "Welcome to Sprint. My name is ______. What brings you in today?"
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Did the associate introduce themselves by name?
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Did the associate shake your hand?
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Did the associate ask your name at the beginning of your interaction and use it throughout your visit?
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Was the greeting you received warm, sincere and friendly?
Needs Assessment
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Did the associate qualify you for personal or business lines?
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How long did it take for you to be greeted or acknowledged?
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How lond did you have to wait for assistance from the time you entered?
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Did they ask you what you liked or disliked in your current phone?
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Did they ask where you work to determine if you are eligible for a discount?
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Did they ask you questions to determine the best rate plan for your needs?
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Did they ask you how you will be using your phone? ie what features will you be using the most
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After determining your needs, did the associate ask you if you had a particular phone in mind?
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Please rate the sales associate's needs assessment and discovery skills
Product Knowledge/Presentation
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Did they recommend a rate plan appropriate for your stated needs?
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Did they discuss family plans or additional lines of service
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Did they mention any special offers or promotions?
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What promotions were mentioned?
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Did they explain the difference between the types of phones offered; Basic, Text, or Smartphones?
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Did they explain the difference between the smartphone platforms?
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What service features were mentioned/offered?
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MMS/SMS
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Navigation
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Email
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Apps and/or App market/store
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Did they demonstrate any handset features or functions?
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Did they give you an opportunity to operate the recommended phone?
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Please rate their demonstration skill:
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Did they offer Phone Connect?
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Did they offer a Tablet?
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Please Rate their needs assessment, product knowledge and presentation skills:
Sprint Mantra
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Did they mention and discuss Sprints Buyback/recycle program?
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Did they mention and discuss Ready Now?
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How many accessories did the sales associate show and explain to you?
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Did they mention the Total Equipment Protection plan?
Closing and Overcoming Objections
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Did they ask how you heard about this location?
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Did they ask for or imply the sale?
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How many times did the rep ask for the sale?
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How did they ask for the sale?
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How would you like to pay?
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Lets start transfering your contacts.
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Would you like me to set up your email?
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Other
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Lets get you set up
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Did they try to overcome your objection?
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Did they attempt to bring in another associate or manager when they realized the sale was not closing?
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Did they provide you with a card without being asked?
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Did the associate ask you for your contact information?
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How well did they motivate you to buy?
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Please rate the sales associates closing skill