Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Customer Type

Welcome

  • Was the customer greeted within 15 seconds?

  • Was greeting used: Welcome to our Ready Now Sprint Store?

  • Did the rep come out from behind the counter to greet the customer and was that greeting given with a smile?

  • Did rep use the MSA tool?

New Activations/upgrades/Add-A-Line

  • Did the rep ask to add additional lines of service?

  • Did the rep ask qualifying questions? (Work, Home, Fun, etc.)

  • Did rep offer emerging product based on qualifications?

  • Did rep check all lines for available upgrades?

Accessories

  • Were multiple accessories bought out and offered to the customer?

  • Did rep refrain from using closed ended question? (Did you need a case? Did you want to want to purchase accessories today?)

TEP

  • Did the rep recommend "Equipment Protection"?

  • Did the rep explain the benefits of Equipment Protection?

Corporate Liable

  • Did the rep ask where the customer works?

  • Did the rep ask the customer who handles their corporate liable account?

Buyback

  • Did the rep talk about the Buyback program?

  • Did the rep verify the trade in value of the handset?

Account Setup

  • Did the rep go over the Transaction Summary?

  • Was the customer informed of activation fees, restocking fees, ASL, or prorated charges?

  • Was the NVP program explained and were the proper expectations sets?

Customer Satisfaction

  • Did the rep offer to help the customer set up their new devices?

  • Did the reps use the words "Ready Now" during setup process?

  • Did rep educate the customer about survey call?

  • Did rep secure survey by getting the customer to say "very satisfied" and "yes" to Ready Now?

Close

  • Was rep knowledgable on current promotions?

  • Did the rep overcome objections to get the sale?

  • Did the rep ask for the sale?

  • Did the rep hand out their business card?

  • Did rep ask for referrals?

Compliance

  • Did rep notate account in RMS before completing transaction?

  • Did rep obtain account holders signature on consent/easy pay agreements?

  • Was all required paperwork stored in proper area and unwanted paperwork shredded right away?

Ask employee

Ask employee

Additional Notes

Signature

  • Employee

  • Observer

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.