Information

  • Audit Title

  • Conducted on

  • Employee assessed

  • Employee Number

  • Prepared by

  • Did they acknowledge / approach the customer with a tablet ready for use?

  • Did they explain CPW is the only place for the widest choice of networks and offer the best value?

  • Did they demo and explain the 'Live Tariff Checker'?

  • Did they identify if the customer was a New Sub or Upgrade customer

  • Did they complete the Welcome to a good standard

  • Did they explain why they were asking the five quick questions?

  • Did they demonstrate the 4G benefits on the video or discuss them

  • Did they ask about their current handset and demonstrate its trade-in value?

  • Did they ask how they would use their phone?

  • Did they complete the five quick questions to a good standard?

  • Do they talk to customers about the importance of 4G?

  • Do they always offer an upgrade first when appropriate and understand it is a priority?

  • Did they recommend 2 handsets based on the customer's needs?

  • Did they make a single recommendation?

  • Did they present a boxed phone and say "This is your phone"?

  • Did they bring a demo phone and demonstrate three key features?

  • Did they complete "Right Phone for You" to a good standard?

  • Did they explain the "Understanding Data" page and use the sliders to deliver confidence?

  • Did they demonstrate future proofing your phone and explain how the customer's data is likely to increase over their contract?

  • Did they mention or demonstrate 4G coverage on the coverage checker?

  • Did they explain that you could use trade-in value to offset any upfront costs?

  • Did they explain that the digital right sell created the best match and then explain what other tariffs you can get using the tablet?

  • Did they summarise and ask for a commitment to this deal?

  • Did they complete the Future Proof section to a good standard?

  • Did they refer back to the accessories they had previously brought out

  • Did they talk about Geek Squad and overcome any objections?

  • Did they talk about other attach opportunities, e.g. Broadband?

  • Did they complete the "Better" section to a good standard?

  • Did they summarise and thank the customer for shopping at CPW?

  • Do they use the tablet throughout the entire journey, enter a product ID, enter a transaction number and go through each of the six sections?

  • Do they use the Right Sell document or Digital Right Sell and wherever possible ensure the customer is on the right tariff?

  • Did they complete the "Sorted" section to a good standard?

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.