Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Welcome Me

  • Did the member of staff acknowledge the customer upon when they entered the store?

  • Did the member of staff open the conversation in a friendly and welcoming manner?

Understand my needs

  • Did the member of staff ask any open questions to help identify the customers requirements?

  • Did they ask the customer what device / handset they use currently?

  • Did the member of staff specifically ask "what ideally are you looking to get out of your new device / handset"?

  • Did the member of staff ask any questions to help understand the customers budget / how much they were willing to spend?

  • Did the member of staff ask the customer any further questions to help understand the customers lifestyle or interests ?

  • If yes, what did they ask the customer?

  • Did the member of staff ask the customer specifically about any of the following usage requirements?

  • Did the member of staff make eye contact while discussing the customers needs? If yes what colour was the customers eyes?

Show me and let me try

  • Did the member of staff offer the customer a demonstration of a working handset / tablet?

  • During the demonstration did the member of staff point out the key features and functions of the handset / tablet?<br>

  • During the demonstration did the member of staff actually give the handset / tablet to the customer and invite them to look at it?

  • Did this demonstration include the network speed of 4GEE service?

  • Rate the quality of the demonstration you saw.

Help me learn something new

  • Did the member of staff show something new to the customer? If so what did they show the customer?

  • Did the member of staff tell the customer the benefits of being on our network?

  • Did the member of staff ask the customer about clone phone options? If yes what did they discuss?

  • Did the member of staff recommend any of the following?

  • Did the member of staff ask the customer about home broadband?

  • If Yes, did they proceed to a line check?

Help me decide

  • Did the staff member mention any price plans to the customer?

  • If yes, how may options did they discuss?

  • Did the member of staff specifically Recommend any price plan that they felt was right for the customer?

  • If yes what did they recommend for the customer?

  • Did the member of staff recommend any accessories?

Be there if I need you

  • Did the member of staff advise the customer of the various types of support?

  • Did the member of staff complete a coverage check?

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.