Title Page
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Conducted on
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Completed with
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Completed by
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Store name and code
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Photo of shop front from outside
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Current Store Performance
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Effective brief completed?<br>(Observed or check with advisors and SMs)
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All reviews and 121s completed effectively and on time?
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Feedback and observations taking place?
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My EE, Welcome Wallet, CRF and setup completed/used with every customer?
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Effective SFM taking place?
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Are demo devices setup, being used and put in customers hands?
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All following We’re EE with every customer?
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Effective LRC sales calls taking place?<br>(Please write in current dial rate and sales % MTD)
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Summary of visit and SMART actions to be completed?
