Title Page

  • Advisor

  • KPI

  • Date/Time

  • Manager observing

Sale

  • Is the customer aware of how many lines are going to be listed on their account?

  • Is the customer aware of the total monthly cost?

  • Is the customer aware of any discounts and when they will be applied?

  • Has PRO RATA BILLING been explained fully?

NPS

  • Has the NPS text been explained?

  • What score has the customer agreed?

My EE

  • Has the My EE App been downloaded?

  • Has the customer been registered fully through Toolkit? (Replied to verification email)

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.