Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
Sales
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Manager has checked Club lead gen plan for the day?
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Manager has printed and disected reports before conference call?
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Whiteboard up to date and being used accordingly?
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MA Dashboards being printed and used by MA's?
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Manager has completed confirm calls before 09:30?
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MA has prepared accordingly for their setup meeting?
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Structure and quality of the setup is up to standard?
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MA has fully filled out their books to present to the manager before arriving at their setup?
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Meet and greet
1) Review of MTD position vs tgt (MPC or GPC- filled in?)
2) Review of Yday (what went well and what were the challenges?)
3) What was the result of yday? (How many of their targets did they hit?)
4) What were their TNJs? (Check notes)
5) What were their no shows? (Check notes, confirmed? Call? Follow up booked?)
6) Targets for the day discussed and agreed? (The what)
7) Plan for the day discussed and agreed (The how)
8) Who are they presenting to? (Notes checked on appts/ feedback given?)
9) Who are they calling? (Check task list/ Uncontacted leads?)
10) What does theblead gen plan look like and does it match the club plan?
11) Focus points filled in and SMART?
12) Training done, filled in and signed off in back of book?
13) Moment of magic/ sign off -
Picture of MA Playbook
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Sales pride session done?
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Call drive was setup and executed well?
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1) Start and finish time set
2) Call lists printed?
3) Buzz word set
4) Atmosphere good
5) No disruption zone?
6) Intensity and buzz on point? -
Review/ pride session following call drive 1?
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Discussion of club position MTD discussed and actions put in place?
