Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Metrics

  • Current YoY %?

  • Current HS Conversion %?

  • Current NBA %?

  • Current TEP %?

  • Current SPS %?

Look/Sound/Feel

  • Outside - Was it clutter free, attracting to the eye, easily visible, outdoor marketing (both ours and surrounding)?<br>

  • Inside - Clean, clutter free, marketing messages current?<br>

  • Music on, energetic, fun, inviting environment?

  • Are customers being greeted, and greeted from the sales floor?

  • Are they staffed for success?

  • Did the staff know where they stood on the current important metrics?

  • Were sales boards updated in the back room?

  • Were the associates using NBA correctly with EVERY customer?

  • MSA Tablet is used for entire transaction with every interaction?

  • Sales interactions only happen on the sales floor (only time behind the counter is to process the transaction)

Outbound activities (daily business plan)

  • All stores to have a Daily plan – This should be delivered by the SM every day (if SM off they should have delivered to their team the day before)

  • All Associates should have 2 – 3 leads per day. This can be seen in their 2-3 quote sheets (not obtained in store) that they will have in their binder (all reps should have their own binder that we can view on any given visit)

  • Event Planning (outside of store)<br> - 1 selling event/partnership per quarter (Partnership should be with a local business on where you can set up either in store or have them sending referrals over to our store.<br> - 1 non selling/information table event per month (these are the easy ones as I can walk to the local gym right now and get us set up for this week)

  • Sales force calls to be completed:<br> - I will always put a date that is before due date, but if done correctly this is very easy as I will not put a date out there that is unachievable<br> * We need these to be quality calls and appointments set

  • All associates and Managers properly dressed in correct attire including Name tags, lanyards, black shoes, nice dress pants or jeans as well as the correct Sprint approved shirt

Referrals

  • 1 appointment/rep/shift<br> - Tracking VIA the Google Spreadsheet!<br> - Start asking for referrals from every customer<br> - If they don’t give that is OK, but we need to see the behaviors of asking.<br> - This should be kept via Pen and Paper in store in each rep/store binder.<br> - This makes it easy for SMs to inspect reps activity and DMs to inspect SM and entire store activity.

  • Did you see the associate pitch the Referral Program to a customer using the Referral Sheet?

  • Were quote sheets used in every single transaction?

CL

  • Every Manager touch 5 small business each week (not big retailers/chains…only small mom/pop):<br> - Inspection point is logging in “CL Book of Business” that all SMs should already have from our GLR pillars<br> - OR<br> - Can be put into the Canvas App if they would prefer to keep online<br> *** Will show where you went, who you talked to, when it happened, what you talked about

  • 3 Questions should be asked to every customer in store every time<br> - Where do you work?<br> - What do you do for a living?<br> - Do you own a business?<br>

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