East Scotland CGM Visit

• Store

• Team members in store

• Store Manager

• Date

  Date

• Prepared by

  Sign

• RM

• Visit No. 1

Store performance

• How is the store performing MTD on PAYM?

  100% and above

  99% to 90%

  89% or below

• How is the store performing MTD on Upgrades?

  100% and over

  90% to 99%

  89% or below

  N/A

• How is the store performing MTD on PAYG?

  100% and over

  90% to 99%

  89% or below

  N/A

• How is the store performing MTD on HBB?

  100% and over

  90% to 99%

  89% or below

  N/A

• How is the store performing MTD on Sharer?

  100% and over

  90% to 99%

  89% or below

  N/A

• How is the store performing MTD on Tablet?

  100% and over

  90% to 99%

  89% or below

  N/A

• How is the store performing MTD on P2P?

  100% and over

  90% to 99%

  89% or below

  N/A

• How is the store performing MTD on Accessory Attachment?

  100% and over

  90% to 99%

  89% or below

  N/A

• Has the store sold any Add to Plan this month

  Yes

  No

  N/A

• How is the store performing MTD on upgrade ratio

  .8 and above

  .7 to .79

  .6 to .69

  .59 and below

Daily Brief

• Has the daily brief sheet been used today

  Yes

  No

• Has the most recent NPS information been completed. Information to be tracked is store and individual promoters, passives and detractors.

  Yes

  No

• Has each advisor been assigned a specific area of the EE Way to focus on?

  Yes

  No

• Has each advisor been assigned specific behaviours that can be seen or heard by observer.

  Yes

  No

• Can each advisor confirm their focus and behaviour to be observed?

  Yes

  No

Shop floor observation

• Is the podium manned?

  Yes

  No

  N/A

• Are all advisors wearing name badges?<br>

  Yes

  No

• Did the advisor use the permission question?

  Yes

  No

• Did the advisor record the customer's name and their own on the customer information sheet.

  Yes

  No

• Are the advisors on the shop floor carrying demo products

  Yes

  No

Review of previous day's paperwork

• Was the team brief and de brief completed

  Yes

  No

• Have customer information sheets been used? 50% minimum on all CIFs in daily envelope.

  Yes

  No

• Has the advisor recorded both names at the top of each sheet?

  Yes

  No

• Have 3 pieces of lifestyle information been recorded for each customer?

  Yes

  No

• Does solution 1 contain more than one product?

  Yes

  No

• Was the debrief completed?

  Yes

  No

Store champions

• Who is the store champion for tablets?

  Yes

  No

  N/A

• Who is the store champion for Sharer?

  Yes

  No

  N/A

• Who is the store champion for Add to Plan

  Yes

  No

  N/A