Information
Visit Information
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Audit Title
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Consultant Name
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BM Name
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Consultant present at visit
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BM present at visit
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Visit Time and Date
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Store Name and Number
Customer Consultant
Customer Consultant - Your Academy Experience
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Who was your Academy Trainer?
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What else would you add to the Academy course?
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Notes on experience prior to Academy (travel info, etc)
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Which Academy sessions have been useful in store?
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Which Academy sessions would you remove from the course?
Customer Consultant - Pass Criteria
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What are the four Ignite pass criteria?
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Ignite Pass Criteria
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What measure do we use to track your productivity?
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What 8 products contribute towards your Sales Per Hour?
Customer Consultant - Sales Performance
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Are you achieving your Sales Performance targets?
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Sales performance notes/coaching
Customer Consultant - WCSS Performance
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What is your WCSS target?
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Are you achieving your WCSS target?
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What is your WCSS score currently?
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WCSS notes/coaching
Customer Consultant - Your Learning Journey
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Have you been following your Learning Journey each week?
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Are your Fuse modules up to date with all quizzes and tests completed? (IPM to check Fuse page to verify)
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Learning Journey feedback/notes
Customer Consultant - Your Support
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Have you had Weekly Performance Reviews each week as outlined in your Learning Journey?
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Have you had your Milestone Reviews (weeks 4, 8, 12) where appropriate?
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IPM Notes
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Upload any relevant documents/screenshots
Consultant Commitments
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Consultant Commitments
Branch Manager
BM - Academy Feedback
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In what ways was your new starter set for success on day 1?
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What would you add/remove from Academy?
BM - Ignite Pass Criteria
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What are the four Ignite pass criteria?
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Ignite Pass Criteria
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What measure do we use to track your new start's productivity?
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What 8 products contribute towards their Sales Per Hour?
BM - Your Consultant's Sales Performance
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Is your new starter achieving their Sales Performance Targets?
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How can your new starter grow their performance even further?
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What KPIs is your new start struggling with?
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What coaching evidence do you have in supporting improvement in these KPIs?
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Sales Performance Notes
BM - Your Consultant's WCSS Performance
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What is your new starter's Ignite WCSS target?
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Is your new starter achieving their WCSS target?
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What can your new starter do to grow their WCSS even further?
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Based on WCSS comments and your observations, how can your new starter improve their WCSS?
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What coaching evidence do you have in supporting your new starts with the issues described above?
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WCSS Performance Notes
BM - Your Consultant's Conduct
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Have you had any Conduct concerns with your Consultant?
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What concerns? How have you addressed these?
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Upload Relevant Media
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IPM Notes on Conduct
BM - Your Consultant's Learning Journey and Fuse Module Completion
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Is your new starter up to date with their Fuse completion including modules and tests?
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Do you check your new starter's Fuse completion in their weekly Ignite Performance Review?
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Why is your new starter behind on their Fuse completion?
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Fuse completion notes & feedback on modules
BM - Supporting Your Consultant
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Have you given your Consultant a Weekly Performance Review each week as outlined in their Learning Journey?
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Have you given your Consultant their Milestone Reviews at Weeks 4, 8 and 12?
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How have you supported your colleague?
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Upload relevant media/screenshots
BM - The Ignite Programme
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How well equipped have you felt in relation to delivering your Ignite responsibilities?
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Which areas of the Ignite programme do you require support in?
BM Commitments
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BM Commitments
IPM Notes
IPM Notes, Commitments & Conclusions
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IPM Notes
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Relevant media/screenshots
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Visit Status