Goodlife sales audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Do you have a full MC team as per MC spec?

  2

  1

  0

• Have all your team completed sales training?

  2

  1

  0

• Do you facilitate weekly sales training with the team? *Evidence provided

  2

  1

  0

• Team meets daily with ACGM? <br>Always, sometimes, never

  2

  1

  0

• Guest register managed by ACGM? <br>

  Yes

  No

  N/A

• Lead generation occurs daily?

  2

  1

  0

• MCS continually hit 15 leads daily?

  2

  1

  0

• MPC hit daily? 20/15/8 or 15/12/6 for newer MCs

  2

  1

  0

MC sales training 1 on 1 - take one MC through full tour

• Meet and greet acceptable? (Inc appearance/ non verbal behaviours etc)

  2

  1

  0

• Used tablet to present appropriately?

  Yes

  No

  N/A

• Good needs analysis? Takes time to delve into the why?

  Yes

  No

  N/A

• Uses KS prompt and POS prompt always?

  Yes

  No

  N/A

• Competes needs analysis in full BEFORE the tour?

  Yes

  No

  N/A

• Good skill on timeline?

  2

  1

  0

• Confident price presentation and solid closing skills?

  2

  1

  0

• Asks or prompts for POS on more than 3 occasions throughout full sales piece?

  Yes

  No

  N/A

• Books in FAB?

  Yes

  No

  N/A

Management of sales process

• CGM sales ability? (Any training req)

  2

  1

  0

• Weekend check ins occur?

  Yes

  No

  N/A

• ACGM or MC attend sat con call weekly?

  Yes

  No

  N/A

• Sales team know sales budget and GROWTH budget

  2

  1

  0

• MCS underperforming being performance managed as required?

  Yes

  No

  N/A

• Successful MCS being acknowledged as much as possible?

  2

  1

  0

• Club buy into sales process? <br>Club newsletter, club Facebook page and CSM can sell sell a KS gives you all 2 points*

  2

  1

  0

• Club can run as effectively as it should when you go on annual leave?

  2

  1

  0

• Yes

  No

  N/A

Documents/Statistics: Club level

• CA ratio above 40%

  Yes

  No

  N/A

• Show above 70%

  Yes

  No

  N/A

• Total Close above 75%

  Yes

  No

  N/A

• 5 point plan completed and reviewed as required

  Yes

  No

  N/A

• Currently no more than -5% in comparison to sales budget?

  Yes

  No

  N/A

• KS at 40% or more?

  Yes

  No

  N/A

• POS at 3 per sale or more?

  Yes

  No

  N/A

• Service calls at least 8 per club per day - so if mid month should have 120 service calls (EOM 240 min)

  Yes

  No

  N/A

Marketing

• All marketing/ New posters all on brand and updated?

  Yes

  No

  N/A

• Team are fully aware of this months sales campaign (ask one at random to explain)

  2

  1

  0

• CGM meets with at least one new potential corporate sale/partner per month?

  2

  1

  0

• X Factor and close out lead up time occurs -at least 1 week prior?

  2

  1

  0

• LAM spent and options put forward to RBM with costs and specific details required?

  2

  1

  0

• Blackboards updated in club? Tidy and current?

  Yes

  No

  N/A

MC Office

• Set up appropriately - team have the tools to perform?

  2

  1

  0

• Sales strat board updated and current?

  Yes

  No

  N/A

• MC personal sales strats visible in office?

  Yes

  No

  N/A

• Quarterly sales strategy available from ACGM as requested?

  2

  1

  0

• Motivation/inspiration boards present?

  2

  1

  0

• Office Vibe is always (no "mood hoovers" on site)?

  2

  1

  0

HOD Development

• You have someone in future leaders? Or someone who applied?

  2

  1

  0

• Your ACGM is upskilled, could present at launch or management meet?

  2

  1

  0

• You have a training and dev strategy in place for ACGM?

  2

  1

  0

• You know where your ACGM wants to be in three years? Specific*

  2

  1

  0

• You feel as though you can help develop their skills? (If not please let me know what help is required)

  2

  1

  0

Last month review

• You hit sales budget? 90%+ is a 1 100%+ is a 2

  2

  1

  0

• KS above 40%? 30-40% is 1

  Yes

  No

  N/A

• Knowledge of their numbers - team know where they finished and have been coached on what is required this month?

  Yes

  No

  N/A

• Club growth budget hit? 2 for budget, 1 for any positive growth 0 for backwards

  2

  1

  0