Family connect staff review

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

sales

• Did you hit your targets for last month?

  Yes

  No

  N/A

• Did you hit New connection target?

  Yes

  No

  N/A

• Were you over 20% on your additional sales last month?

  Yes

  No

  N/A

• Did you hit Upgrade connection target?

  Yes

  No

  N/A

• Did you hit HBB connection target?

  Yes

  No

  N/A

• Did you hit Clone Phone Fully Loaded connection target?

  Yes

  No

  N/A

• Did you hit Pay as you go connection target?

  Yes

  No

  N/A

• Overall sales Performance

• What are the main areas that need improvement and consequence for non improvement?

• Agreed improvement date

  Date

Behaviours

• Did you get more than 80% on NPS last month?

  Yes

  No

  N/A

• Actions required regarding NPS

• Did you score over 80% on Mystery Shop last month?

  Yes

  No

  N/A

• Are you using "Ideally" questions in your customer journey EVERY TIME?

  Yes

  No

  N/A

• Are you offering HBB to every single customer?

  Yes

  No

  N/A

• Are you offering a great Demo to every single customer?

  Yes

  No

  N/A

• Are you offering coverage check to every single customer?

  Yes

  No

  N/A

• Overall behaviour for the last month.

• What are the main areas you need improvement regarding behaviour?

Compliance

• Have you been following the EID and checklist as per policy?

  Yes

  No

  N/A

• Have you been compliant in all areas?

  Yes

  No

  N/A

• Evidence

  Media

• Have you finished all mandatory trainings in the house?

  Yes

  No

  N/A

• Overall level of compliance in last month.

Additional store contribution

• Have you gone over and beyond your job role?

  Yes

  No

  N/A

• Daily paperwork check?

• Update sales tracker?

• Store Transaction log?

• Cleaning the store?

• Stock count?

• EOD/ Start of day?

Action plan

• Overall review of previous months performance and agreed improvement performance.

• Consequence for non improvement.

• Agreed date of improvement

  Date

• Manager

  Sign

• Staff member

  Sign