EE Sales Observation V1

• Date

  Date

• Advisor's Name

• Advisors Signature

  Sign

• Observers Signature

  Sign

Focus area

• What section of the ee way are we focusing on?

  make me feel welcome

  understand my needs

  show me and let me try

  brilliant set up

  be there when I need you

Actions

• Did the advisor smile on approach with a friendly welcome

  Yes

  No

  N/A

• Did the advisor ask enough questions to establish the customers needs

  Yes

  No

  N/A

• Did the advisor use a visual aid (brochure, sales aid, etc) during the sale

  Yes

  No

  N/A

• Did the advisor demo a handset and allow the customer to use the phone

  Yes

  No

  N/A

• Did the advisor ask for the business and overcome any objections

  Yes

  No

  N/A

• Other actions

What I saw & heard

What was the impact to the customer & business

What actions will you takeaway to try next time