Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Select date

Opening the Sale

  • Acknowledge using 180 degree Pass By (Smile, Greet, Make eye contact)

  • Approached using Non Business Opening Line

  • Transition into business "So what brings you in today?"

  • Takeaway used if defensive shield presented

Qualifying

  • Asked open questions to determine customers' best needs

  • Responded to questions appropriately to gain customer trust

Demonstration

  • Demonstrated a benefit for every feature mentioned

  • Demonstrated features relevant to information acquired in qualifying

  • Demonstrated 'Extended Warranty'

  • Introduced finance options

Adding On

  • Suggested additional items and services relevant to the customer profile

Product Knowledge

  • Answered product questions with confidence

Objections

  • Attempted to/handled product objection

  • Attempted to/handled price objection<br>

Closing

  • Asked for the Sale

Confirmations and Invitations

  • Thanked the customer for shopping with us

  • Invited the customer back

Non-Negotiables

  • Acknowledged and approached EVERY customer

  • Always suggest Add ons

  • Ask for the Sale

  • Thank and Invite the customer back

Behaviours to improve:

  • Team Member:

  • Manager:

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.