Easy Wireless Event

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Event Setup

• Photos

  Media

• Indoor or outdoor event ?

  indoor

  outdoor

• Is a tent in use ?

  Yes

  No

  N/A

• Is the tent set up accordingly to safety guidelines ?

  Yes

  No

  N/A

• Has the agent minimized risks such trip hazards, motor vehicle traffic, etc ?

  Yes

  No

  N/A

• Has all event equipment been inspected for safety ?

  Yes

  No

  N/A

• Is the surrounding area free of potentially dangerous or damaging objects. Example: trees, branches, etc...

  Yes

  No

  N/A

Agent Conduct & Appearance

• Agent(s)

  Media

• Are the agents conducting themselves professionally including a professional appearance ?

  Yes

  No

  N/A

Marketing

• Marketing photo

  Media

• Are flyers being used to promote the event in advance ?

  Yes

  No

  N/A

• Are road signs being used ?

  Yes

  No

  N/A

• Has the agent visited surrounding businesses asking for referrals ?

  Yes

  No

  N/A

• Do the marketing materials meet the compliance standards ?

  Yes

  No

  N/A

• Is the agent asking the current customer for referral business ?

  Yes

  No

  N/A

Customer Service

• Is the agent qualifying the customer through the interview process?

  Yes

  No

  N/A

• Is the agent explaining the service plan ?

  Yes

  No

  N/A

• Is the agent summarizing the application (LLF) to the customer ?

  Yes

  No

  N/A

• Does the inventory available meet the expectation of the customer ?

  Yes

  No

  N/A

• Are all customers given the FAQ information sheet ?

  Yes

  No

  N/A

• Is the customer being instructed on how to use and activate their phone?

  Yes

  No

  N/A

Compliance

• Does the customer interview include the request to see proof of identification ?

  Yes

  No

  N/A

• Does the customer interview include the request to see proof of government assistance ?

  Yes

  No

  N/A

• Are the applications complete with all required information ?

  Yes

  No

  N/A

• Are photos of the proof being uploaded to the system?

  Yes

  No

  N/A

• Is the agent able to properly explain how a customer qualifies for our service ?

  Yes

  No

  N/A

• Are all agents including temp agent users completing orders with their unique login ?

  Yes

  No

  N/A

Performance

• Agent performance evaluation