Education Institute Sales/Business Site Audit

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Number of Staff

So I can best understand how I can help you, do you mind if I ask you some questions about your organisation?

• What does your company specialise in?

• How long have you been in operation for?

• What do you believe is your competitive advantage?

• To become more competitive, where do you feel the business could improve?

• what are the primary goals for your business over the next 12 to 24 months?

• What will be your obstacles to achieving your 12 to 24 goals?

Sales/Customer Service

• Communication

  Yes

  No

  N/A

• Customer Services Internal & External

  Yes

  No

  N/A

• Documentation

  Yes

  No

  N/A

• Use Computers for Business & eCommerce

  Yes

  No

  N/A

• Lead Generation/Cold Calling/Client liase

  Yes

  No

  N/A

• Accessing Client Data

  Yes

  No

  N/A

• Produce Financial Reports

  Yes

  No

  N/A

• Selling Products & Services

  Yes

  No

  N/A

• Implementing Advertising

  Yes

  No

  N/A

• Merchandising

  Yes

  No

  N/A

• Job Ownership/Attitude

  Yes

  No

  N/A

• Staff Retention

  Yes

  No

  N/A

• Culture/Morale

  Yes

  No

  N/A

• Presenting

  Yes

  No

  N/A

• Meeting KPI's

  Yes

  No

  N/A

• Sales Reporting

  Yes

  No

  N/A

• Territory Management

  Yes

  No

  N/A

• Product Knowledge

  Yes

  No

  N/A

• Time Management

  Yes

  No

  N/A

• Working in Diverse Culture

  Yes

  No

  N/A

• Produce Reports

  Yes

  No

  N/A

• Exercise Initiative

  Yes

  No

  N/A

• Process Customer Issues

  Yes

  No

  N/A

• Dispute Resolution

  Yes

  No

  N/A

• Professional Development

  Yes

  No

  N/A

• Networking

  Yes

  No

  N/A