Information

  • "In The Moment" Service Observation

  • Conducted on

  • Prepared by

  • Employee Name Audited:

  • Department Audited:

  • Time of Audit:

  • Ask yourself if the Lady or Gentleman adequately performs the following:

  • 1. Makes immediate eye contact and acknowledges the guest; or answers the phone within three rings.

  • 2. Welcomes the guest and smiles throughout the initial greeting.

  • 3. Asks for the guest name (if not known) and uses it in a "natural" manner throughout the interaction

  • 4. Maintains an "On Stage" posture at all times and uses proper verbiage throughout the conversation.

  • 5. Engages in genuinely warm conversation throughout the interaction.

  • 6. There are no delays or interruptions during the interaction and any request or opportunity is handled with a sense of urgency and resolved within 10 minutes.

  • 7. Anticipates a need or offers a personalized recommendation by having their "radar on/antenna up" and looking for potential unexpressed wishes and needs.

  • 8. Mentions their own name in closing and asks if there is anything else they may do for the guest.

  • 9. Thanks the guest and invites them to return.

  • 10. Did this interaction influence the guest's emotional engagement in a positive way? Would you describe this experience as inspirational or memorable?

  • Did you share these observation with the Lady or Gentleman?

  • Additional Comments:

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.