Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Select date

  • Name of advisor that served you today

  • Did you purchase

  • How happy were you with the way you were greeted? (0-10)

  • Did the sales member ask enough questions around your requirements (0-10)

  • Did the advisor tell you how we can save you money with our HBB service?

  • Did the advisor mention any other products to you such as

  • How would you rate the advisors friendliness (0-10)

  • Have you been advised about the service text you will receive?

  • Was a welcome wallet issued and used fully?

  • Is there anything we could improve/do differently to improve your in store experience

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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.