Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • 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

  • Customer Services Internal & External

  • Documentation

  • Use Computers for Business & eCommerce

  • Lead Generation/Cold Calling/Client liase

  • Accessing Client Data

  • Produce Financial Reports

  • Selling Products & Services

  • Implementing Advertising

  • Merchandising

  • Job Ownership/Attitude

  • Staff Retention

  • Culture/Morale

  • Presenting

  • Meeting KPI's

  • Sales Reporting

  • Territory Management

  • Product Knowledge

  • Time Management

  • Working in Diverse Culture

  • Produce Reports

  • Exercise Initiative

  • Process Customer Issues

  • Dispute Resolution

  • Professional Development

  • Networking

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.