Information

  • Store #

  • Conducted on

Initiate Greeting

  • Using situational or personalized greetings.

  • Cashiers greeting customers.

Make Assessment

  • Asking questions to determine reason for visit & understand scope of project.

Provide Solutions

  • Walking customers to product.

  • Helping customers find the right specific product.

  • Services mentioned if appropriate (delivery, install).

  • Alternatives suggested for out of stock items (lowes.com, ATG, SOS).

Add Value

  • Solutions offered for needs beyond this visit (mylowes).

  • Cashiers offering to scan mylowes at checkout.

Close for Next Steps

  • Asking for the sale.

  • Affirming the customers buying decision.

  • Resolving any customer concerns with the purchase.

  • Capturing the lead if customer not purchasing now.

Thank the Customer

  • Thanking the customer or inviting them back.

  • Cashiers thanking the customer or inviting them back.

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.