Effective brief completed?
(Observed or check with advisors and SMs)
All reviews and 121s completed effectively and on time?
Feedback and observations taking place?
My EE, Welcome Wallet, CRF and setup completed/used with every customer?
Effective SFM taking place?
Are demo devices setup, being used and put in customers hands?
All following We’re EE with every customer?
Effective LRC sales calls taking place?
(Please write in current dial rate and sales % MTD)
Summary of visit and SMART actions to be completed?